Projects

A project is the top-level record for an installation or long-term service engagement. It brings together everything related to a site: the contracts covering the work, the equipment installed there, the warranties protecting it, and the service plans scheduling its upkeep.

Think of a project as the permanent file for a client installation. Jobs come and go, but the project record holds the history.

Project fields

Field	Description
Code	A unique project code, e.g. `PROJ-2024-011`
Name	The project name
Status	Draft, Active, On hold, Completed, or Cancelled
Customer	The customer this project belongs to
Site	The address where the installation is located
Start date	When the project began or is planned to begin
Planned end date	The expected completion date
Actual end date	When the project actually finished
Description	Free text notes

Project statuses

Status	When to use
Draft	Project is being set up, work hasn’t started
Active	Work is underway
On hold	Project paused, will resume later
Completed	All work done and handed over
Cancelled	Project will not proceed

What lives inside a project

Contracts — the legal/commercial agreements for the work. See Contracts.
Installed equipment — every device installed at the site. See Installed Equipment.
Warranties — warranty records covering equipment. See Warranties and Service Plans.
Service plans — recurring maintenance schedules. See Warranties and Service Plans.
Customer requests — service events and requests linked to this project.
Jobs — work orders generated from contracts or service events.

Sections in this chapter

Contracts — service and installation contracts within a project
Installed Equipment — equipment records and inspection forms
Warranties and Service Plans — warranty tracking and scheduled maintenance