Platform Entities
Appointments, addresses, alarms, invoices, routes, the units of work our products process, one per run.
An address is a postal location with coordinates representing a single geographic point on the map, distinct from a Location which carries the customer relationship and service history.
An adjustment is a correction to inventory records with a reason code, recording why a count, write-off, damage, or loss changed the numbers.
An alarm is a triggered event recorded when a geofence condition is met, such as an asset entering or leaving a defined boundary.
An appointment is a scheduled time slot representing a commitment to be somewhere at a specific time, connecting jobs, locations, and employees on a calendar.
An assignment is the act of matching an employee to a piece of work such as a job, project, or route, recording the decision of who was sent where and when.
A bill is a document received from a vendor requesting payment for materials or services provided, with a total, due date, and status, that exists independently and does not require a matching purchase order to be valid.
A bill item is a line on a bill representing a specific vendor charge, optionally referencing items for material traceability without requiring a link to a purchase order.
A booking is a customer's request to be scheduled for a service at a specific time. It captures the customer, address, service, and requested time slot, and sits in a pending state until reviewed or auto-confirmed. When confirmed, it produces an Appointment.
A building is a structure at a location with a type and a geospatial boundary, distinguished from a Location in that a single location may contain multiple buildings.
A business is a company, organization, or legal entity that can act as a customer, vendor, partner, or any combination and serves as the organizational identity that people, contracts, and financial relationships attach to.
A calendar is a schedule container, such as an employee, department, or shared resource calendar, that holds events and interacts with the capacity system.
A calendar event is a specific block of committed time on a calendar, such as a meeting, all-day event, or recurring event.
A call is a phone interaction, inbound or outbound, with a duration, direction, and disposition, optionally associated with a customer, lead, or job.
A callback is a return visit to a job site to address an issue from a previous job, distinct from a new job because it represents rework on prior work.
A campaign is a marketing initiative with a budget, duration, and target audience used to generate demand and attribute leads.
A capacity board is a configurable view with rules that defines how to calculate capacity for a specific context such as dispatch, install, or sales appointments.
A capacity slot is an individual available window generated by a capacity board, defined by time, role, and territory, that a Product consumes when scheduling work.
A certification is an actual credential held by a specific employee with an issue date, expiration date, and status that affects dispatch eligibility and compliance.
A certification type is the definition of a certification such as EPA 608, OSHA 30, CDL, or a state journeyman license, defining what the certification is, what is required, and typical duration.
A change order is a formal modification to the scope of a project, with cost and timeline implications, that documents additions, deletions, or changes to what was originally agreed upon.
A checkout is an internal record that an employee temporarily has a company-owned asset, with no billing involved, tracking who took it, when, and when it's due back.
A contact is a reachable person in the marketing and sales pipeline who has not yet been qualified, distinct from a Person in that they live in outreach and prospecting rather than active service relationships.
A contract is a signed agreement with specific parties, terms, and dates that governs a relationship with a customer, vendor, subcontractor, or rental client.
A contract type is the template for a contract such as a rental, subcontractor, vendor, or service-level agreement, defining the kind of arrangement and its typical terms.
A conversation is a thread of related messages such as an SMS thread with a customer or a group text with a crew, serving as the container that holds messages in context.
A credit is a reduction issued to a customer that is applied against their account, resulting from returned materials, warranty work, billing corrections, or goodwill adjustments.
A credit item is a line on a credit representing a specific adjustment, optionally referencing items when the credit involves returned materials.
A customer is a person or business that purchases services or products and serves as the central relationship entity for locations, equipment, service history, billing, memberships, and service agreements.
A cycle count is a scheduled physical count of inventory at a specific location compared against system records, performed on a rotating basis as routine inventory hygiene.
A delivery is a shipment received into the business from a vendor or another internal location that creates items when materials are received and tracked.
A delivery item is a line on a delivery representing a specific material received with its quantity and destination, optionally referencing one or more items.
A document is a stored file such as a PDF, contract, manual, or scan that is attached to an entity for reference or compliance.
An email is a single email sent or received, with a sender, recipients, subject, body, and attachments.
An email address is an addressable email destination associated with a person, business, customer, vendor, or employee, connecting communication to identity.
An employee is a person who works for the company and carries the role, certifications, skills, pay information, equipment assignments, and timesheet history that govern their participation in work.
A piece of equipment is a tracked physical asset that may be customer-owned or company-owned, with an equipment model, optional serial number, and a location, distinguished from an Equipment Model which has no instance attributes.
An equipment model is a manufacturer's model number or product definition without a serial number, location, or owner, serving as the catalog reference that specific equipment instances are based on.
An estimate is a priced proposal for a specific scope of work that details what will be done, what it will cost, and what assumptions are being made.
A folder is a container that organizes documents, photos, and other files into a structured hierarchy under a customer, job, location, or other entity.
A form is a defined template of fields used to capture structured data in the field, such as an inspection checklist, safety form, or customer questionnaire.
A form submission is a completed instance of a form filled out for a specific job, asset, or context, capturing the structured answers at a specific moment.
A geofence is a rule applied to a territory or location boundary that defines when entry or exit should trigger an alarm, distinct from the boundary itself and from the alarm it produces.
An inbox is a monitored email inbox such as info@, service@, or billing@ that can be managed, routed, and processed independently.
An invoice is a document sent to a customer requesting payment for work performed or products delivered, with a total, due date, and status, that references the work being billed and the customer being billed.
An invoice item is a line on an invoice representing a specific charge such as a service performed, a material used, or a flat-rate task completed, optionally referencing items for material traceability.
An item is a trackable unit representing one physical thing in a specific place at a specific time, serving as the connective thread linking purchase orders, bills, deliveries, invoices, returns, and credits without those documents referencing each other.
A job is a single unit of work performed for a customer at a location, such as a service call, repair, install, or maintenance visit, and is the atomic unit of work in a trades business.
A kit is a pre-staged group of materials assembled for a specific job or install so the tech or crew can grab the bundle and go, distinct from a pick list which is the instruction to pull materials.
A lead is a potential customer who has been qualified but not yet converted, carrying a source, status, and qualification level that represents the active sales pipeline.
A location is a site or property at an address that a customer is associated with, carrying the service history, equipment, and a geospatial boundary that defines the property itself.
A material is the canonical identity of a physical material such as a copper elbow or refrigerant, defined without quantity, container, price, or vendor, and serving as the global reference for vendor parts, items, and pricebook entries.
A membership is a recurring service plan, typically residential, in which the customer pays on a schedule for maintenance visits, priority service, and discounted repairs.
A message is a single text, SMS, RCS, or similar short-form communication that represents one discrete sent or received communication.
A note is a free-form text entry attached to an entity such as a customer, job, or location that captures context, observations, or follow-ups.
An on-call schedule is a rotation configuration that defines who is on call when, capturing the rules for how after-hours coverage is assigned across the team.
An on-call shift is an individual on-call assignment with a specific person, start, and end, generated from an on-call schedule.
An order request is an internal requisition from the field for parts or materials, distinct from a purchase order in that it is routed to purchasing or the warehouse rather than sent to a vendor.
An order request item is a line on an order request representing a specific material or part being requested, with quantity and urgency.
A payment is a record of money moving, either from a customer against an invoice or to a vendor against a bill, tracking the actual movement of cash.
A payroll run is a single execution of payroll for a set of employees over a specific period, with a date, status, total, and the included employee set.
A permit is an actual filed permit for a specific job or project with a type, status, filing date, and inspection schedule, that may block jobs from proceeding if not obtained or passed.
A permit type is the category template for a permit such as mechanical, electrical, or plumbing, defining what kind of permit it is and what it requires.
A person is an individual human being who can independently fill the role of customer, vendor, employee, or any combination, and serves as the foundational human identity in the system.
A phone number is an addressable phone destination associated with a person, business, customer, vendor, or employee, connecting communication to identity.
A photo is an image captured in the course of work, such as a before/after shot, a damage photo, or a parts identification image, attached to a job, asset, or other entity.
A pick list is an instruction to pull specific materials from specific storage locations for a specific job or install, sitting between needing parts and having parts on the truck.
A pricebook entry is a defined item in the client's pricing catalog, such as a service, material, flat-rate task, or labor rate, that appears on estimates and invoices.
A project is a scope of work spanning multiple jobs over time, with milestones, change orders, a budget, and progress tracking, used for commercial WIP, retrofits, and tenant buildouts.
A proposal is a group of related estimates presented together as a single offer, used to package multiple options or phases of work for the client.
A purchase order is a document sent to a vendor to order materials or services, specifying what is being ordered, quantities, expected pricing, and delivery expectations, that exists independently of bills and deliveries.
A purchase order item is a line on a purchase order representing a specific thing being ordered, optionally referencing items for traceability from order through receipt.
A recording is the raw audio or video file from a call, ride along, meeting, or voicemail that can produce a transcript.
A referral is a recommendation from one customer to a potential customer, tracked as a trackable, attributable source of new business.
A rental is a specific company-owned asset placed at a customer location under a rental contract, with its own placement date, scheduled pickup, and billing lifecycle.
A rental type is a template for a rental arrangement that defines default terms, pricing, duration, and the kind of equipment or vehicle the arrangement applies to.
A return is a record of materials going back to a vendor, documenting what is being sent back, why, and the expected credit.
A return item is a line on a return representing a specific material being sent back, optionally referencing one or more items.
A review is an online customer review on a platform such as Google, Yelp, or Facebook, with a source, rating, text content, and response status.
A ride along is a recorded ride-along session tied to a job, used for coaching and performance evaluation, that produces a recording, transcript, and utterances.
A route is a recurring scheduled path for an employee to visit a series of locations for a specific type of work, defining the stops, cadence, and job type.
A service is a defined labor or skill line item such as a diagnostic, tune-up, or emergency call fee that represents intangible work sold rather than a physical material delivered.
A service agreement is a formal operational agreement, typically commercial, that governs which locations and equipment are covered, what services are included, response-time commitments, and pricing terms for a specific customer.
A signature is a captured signature event tied to an estimate, work order, contract, or other document that records consent or acknowledgment.
A space is a defined area within a building, optionally nested under a parent space, used to record where equipment is installed and where work happens at room-level granularity.
A tag is a labeled marker applied to entities to enable cross-cutting classification, search, and filtering independent of the underlying entity hierarchy.
A task is a subtask or action item within a job or project, such as pulling a permit, ordering parts, or scheduling an inspection, that tracks granular steps to move larger work forward.
A territory is a defined geographic zone such as a dispatch, sales, or service coverage area, represented as a geospatial polygon distinct from a geofence rule applied to it.
A timesheet is a container for an employee's time records over a period such as a day or pay period, with a status indicating draft, submitted, approved, or processed.
A timesheet entry is a single time record such as a clock in/out, time allocation against a job, break, travel, or overtime that captures how time was spent at granular detail.
A tracking event is a single location record for a tracked asset, such as a GPS breadcrumb for a vehicle or employee, that contributes to movement history.
A transcript is the full text transcription of a recording, containing utterances and representing the complete textual version of a spoken interaction.
A transfer is a record of inventory movement between locations such as warehouse to truck or truck to job site, capturing what moved, from where, to where, and when.
An utterance is a single speaker segment within a transcript that can be analyzed individually for coaching, sentiment, compliance, or quality.
A vehicle is a tracked, managed vehicle that may be company-owned or customer-owned, carrying registration, insurance, mileage, GPS, maintenance, and driver-assignment data.
A vendor is a person or business that supplies materials, equipment, or services to the company and governs purchasing, payables, and supply-chain operations through parts catalogs, pricing, bills, and deliveries.
A vendor part is how a specific vendor sells a specific material, capturing the packaging, price, and SKU that make the same material differ across suppliers.
A warehouse is a physical storage facility where inventory is kept, distinct from a Warehouse Storage Location which is a specific spot inside the warehouse.
A warehouse storage location is a specific spot within a warehouse such as a bin, shelf, rack, or cage, where items physically live for precise inventory management.
A warranty is an actual warranty instance attached to a specific piece of equipment at a specific location with activation and expiration dates and coverage details, against which claims can be filed.
A warranty claim is a formal claim filed against a specific warranty with a status, documentation requirements, and a resolution, distinct from a callback in that it is a formal manufacturer process.
A warranty type is the template for a warranty such as a manufacturer standard, extended, or labor warranty, defining the terms, duration, and what is covered.
A waypoint is a named lat/long coordinate attached to a location, building, or space with a specific type such as entrance, parking, or roof access, used to power technician navigation.
A work order is the operational field record of what was found, what was done, what parts were used, and how long it took on a job, written independently of pricing.
