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Projects

Project delivery in the same system as your service work

Installations, upgrades and staged contracts don't fit a single work order. Fieldmagic projects break work into stages, tasks and milestones with their own budgets, resources and billing - while sharing the same customers, assets and crews as your service jobs.

What's included

  • Project and multi-stage job management
  • Tasks and milestones
  • Resource scheduling
  • Project invoicing

Why teams use it

Stages with budgets

Plan the project by stage, with cost and schedule tracked against each one.

Resources allocated once

Crews, subcontractors and plant are scheduled across projects and service work on the same board.

Bill as you deliver

Progress claims and stage invoicing draw on the records already captured on site.

How it works

Run multi-stage installs and upgrades alongside your day-to-day service work.

  1. 1Set up the project, stages and budget
  2. 2Break stages into tasks and jobs
  3. 3Schedule crews, subcontractors and plant
  4. 4Capture site records and variations
  5. 5Raise progress claims and final invoices

Frequently asked questions

See projects in action

Walk through it with our team on your own data - or start free with five users, forever.

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