Quick Start Recipes

Use these ‘recipes’ for success to build out your fields based on a variety of roles.

Recipe 1: The "Simple Consultant" (Billable Hours)

• Dropdown: "Client Name" (Use this for your primary list to ensure reporting consistency).

• Toggle: "Invoiced?" (Quickly mark what has been sent to accounting) .

• Product Catalog: "Service Rate" (Assign your hourly or flat rates to see your totals grow automatically).

Recipe 2: The "Project Manager" (Team Coordination)

• Color Field: "Project Health" (Use Red/Yellow/Green to see your schedule's status at a glance—remember, there is a limit of 11 colors!).

• Multiselect: "Team Involved" (Tag every team member working on the event).

• Text Field: "Meeting Goal" (Capture specific notes or unique meeting objectives).

Recipe 3: The "Field Service" (Job Tracking)

• Dropdown: "Job Type" (Repair, Installation, Quote).

• Text Field: "Material Costs" (Enter your dollar amounts here; they'll be ready for you in your spreadsheet).

• Toggle: "Safety Check Complete" (A fast way to ensure protocols were followed).