Workspace reference
Workspace tables
Choose the records your team needs to work with, then explore useful fields and workspace ideas.
11 guides
Users
Every person in the account: workers, admins, managers, clients, and facility users.
6 field examples · 4 workspace ideas
Shifts
Scheduled work: one record per shift with time, role, location, assignee, and status.
6 field examples · 4 workspace ideas
Locations
Sites and facilities where work happens: addresses, geofences, and site rules.
6 field examples · 3 workspace ideas
Job Roles
Job types workers can hold, with qualifications and pay or bill logic.
6 field examples · 3 workspace ideas
Contacts
External people who do not log in: client contacts, site supervisors, and vendors.
5 field examples · 3 workspace ideas
Documents
Files with a lifecycle: licenses, certifications, background checks, and contracts.
6 field examples · 3 workspace ideas
Tasks
Units of work to complete: onboarding steps, service tasks, inspections, and forms.
6 field examples · 3 workspace ideas
Placements
Longer assignments connecting a worker to a client or job over a period of time.
6 field examples · 3 workspace ideas
Shift Groups
Recurring patterns and grouped series of shifts managed as one unit.
5 field examples · 3 workspace ideas
Jobs
Job orders and openings: the intake side of recruiting and client demand.
6 field examples · 3 workspace ideas
Custom Table
Build your own table when the operation has an object the standard tables do not model.
4 field examples · 3 workspace ideas