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Working with Projects

Publicado el 9/11/2025
por RefriTrak Team
projectsorganizationjobs

Learn how to create and manage projects to organize related jobs in RefriTrak.

Working with Projects

Projects group related jobs together for better organization. Use projects for large customers with multiple service visits or ongoing work.

What Are Projects?

Projects help you:

  • Group related jobs
  • Track work for large customers
  • Organize multi-phase work
  • See all jobs for a project
  • Assign cylinders to projects

Creating a Project

Navigate to Projects

  1. Click Projects in the left sidebar
  2. Click Create Project button

Enter Project Information

Project Name (Required):

  • Clear, descriptive name
  • Example: "Downtown Office HVAC Upgrade"
  • Example: "Smith Building Maintenance 2025"

Description (Optional):

  • Project scope and objectives
  • Work to be performed
  • Any special requirements

Status:

  • Active - Currently working
  • On Hold - Paused temporarily
  • Completed - All work finished
  • Cancelled - Project cancelled

Customer (Optional):

  • Link project to specific customer
  • Helps organize customer work

Start Date (Optional):

  • When project begins
  • Helps with planning

End Date (Optional):

  • Expected completion date
  • Track deadlines

Save the Project

Click Create Project to finish.

Assigning Jobs to Projects

From Job Detail Page

  1. Open the job
  2. Click the project dropdown at the top
  3. Select project from list
  4. Job is added to project

Assigning Cylinders to Projects

From Cylinder Detail Page

  1. Open the cylinder
  2. Click the project dropdown at the top
  3. Select project from list
  4. Cylinder is linked to project

This helps track which cylinders are dedicated to a project.

Viewing Project Details

Project Information Shows

  • Project name and description
  • Status
  • Customer
  • Start and end dates
  • All jobs in the project
  • Assigned cylinders

Jobs in Project

See all related jobs:

  • Job status
  • Service type
  • Dates
  • Equipment involved

Editing Projects

  1. Go to Projects
  2. Click on the project
  3. Click Edit Project
  4. Update information
  5. Click Save Changes

Project Status Management

Status Types

ACTIVE:

  • Work is ongoing
  • Default for new projects
  • Jobs in progress

ON_HOLD:

  • Temporarily paused
  • Waiting for customer
  • Waiting for parts or permits

COMPLETED:

  • All work finished
  • Jobs are done
  • Project closed

CANCELLED:

  • Project was cancelled
  • Work not completed
  • Customer cancelled or changed plans

Updating Status

Change status when:

  • Work begins (ACTIVE)
  • Project pauses (ON_HOLD)
  • All jobs complete (COMPLETED)
  • Customer cancels (CANCELLED)

Common Questions

Q: When should I use a project vs. just jobs?
A: Use projects when you have multiple related jobs for the same customer or location. Single service calls don't need projects.

Q: Can a job belong to multiple projects?
A: No, each job can only belong to one project.

Q: Can I move a job from one project to another?
A: Yes, edit the job and change the assigned project.

Q: What happens to jobs if I delete a project?
A: Jobs remain but are no longer linked to a project. They're not deleted.

Q: Can projects have different customers?
A: Projects are typically for one customer, but you can leave customer blank and add jobs from different customers.

Next Steps

After creating projects:

  1. Add Jobs: Link related jobs to the project
  2. Assign Resources: Add cylinders to project
  3. Track Progress: Monitor job completion

Related Guides: