Team Collaboration

The feature works best when you can upload an entire catalogue of all jobs you have worked on, so when you are working in an area, you can easily find information from related projects.

Collaborative Features:

• Company data points become visible to all members of your account
• It is very useful to help you find previous jobs in the area
• Real-time updates across team

Workflow Integration

Using Link Fields:

• Perfect for project websites, document links, or client portals
• Users can click these links directly from the interface
• Make sure to include “http://” or “https://” in the URL
• Link to project documents, photos, or external data

Best Practices

Data Consistency:

• Establish naming conventions
• Use standardised abbreviations
• Plan field usage across projects
• Regular data quality reviews

Performance Optimisation:

• Limit active fields to essential information
• Use descriptive but concise field names
• Plan for scalability