PROJECT MANAGEMENT SOFTWARE / 01
Site and project tracking
Site and project tracking is included as part of the published app starting point.
Project Management Software
Field Installation PSA
Project Management and PSA workspace for field installation projects, including sites, technicians, equipment, execution, and completion.
Sign up to install. Sign in to return to your workspace.
Schema, views, workflows, and roles stay connected in one workspace.
Operating threadInstallation Overview
- 01Review prioritiesOpen Installation Overview to review the records and work that…
- 02Keep work currentCreate and update operational records as work moves forward.
- 03Track outcomesUse the app's project management software views to monitor…
One connected Project Management Software workspace — schema, views, workflows, and roles included.
- 18 Tables included in the app
- 210 Configured across the schema
- 6 Workflow starting points
- 4 Analytics and summaries
- 4 Suggested roles and scopes
What's inside
Field Installation PSA, ready to run.
Project Management and PSA workspace for field installation projects, including sites, technicians, equipment, execution, and completion.
PROJECT MANAGEMENT SOFTWARE / 02
Technician coordination
Technician coordination is included as part of the published app starting point.
PROJECT MANAGEMENT SOFTWARE / 03
Equipment planning
Equipment planning is included as part of the published app starting point.
PROJECT MANAGEMENT SOFTWARE / 04
Execution status management
Execution status management is included as part of the published app starting point.
PROJECT MANAGEMENT SOFTWARE / 05
Completion handoff tracking
Completion handoff tracking is included as part of the published app starting point.
WORKSPACE / 06
Installation Overview
Use Installation Overview to manage the core work in Field Installation PSA.
How it works
From published app to your operation.
Use Installation Overview to manage the core work in Field Installation PSA.
- 01
Install the app
Create a new app in your workspace from the published catalog copy.
- 02
Review the schema
Start with 18 tables and the included relationships, forms, and views.
- 03
Adapt the workflow
Update fields, Proto workflows, permissions, and reports around the process you actually run.
- 04
Invite the team
Bring users into the workspace and operate from the same app instead of a disconnected spreadsheet stack.
Built for the whole team
One workspace, every role.
Operators, managers, and builders work from the same Project Management Software app.
Daily teams
Run Field Installation PSA with the tables and views needed for repeated operational work.
Approvals and visibility
Track exceptions, review work, and keep the team aligned from a shared workspace.
Ready to extend
Start from a real app structure, then adapt fields, screens, Proto workflows, and reports.
Rollout
From install to operating model.
Adopt the app at your pace — start on day one, then configure, operate, and scale.
- Day 1
Install
Create the app, inspect the included schema, and open the first records.
- Week 1
Adapt
Rename fields, add missing views, and connect the first Proto workflow.
- Month 1
Operate
Move real work through the app and refine reports from production usage.
- Quarter 1
Scale
Invite more teams, connect APIs, and standardize the operating model.
FAQ
Common questions.
What gets installed with Field Installation PSA?
The published app copy is installed into your workspace with its schema, views, forms, and configured starting data according to the publication settings.
Can I change the app after installing it?
Yes. The installed app is yours to edit. You can change tables, fields, views, permissions, workflows, and reports.
Start
Start with the complete application.
Field Installation PSA installs as a normal ERP·AI app in your workspace — edit tables, views, workflows, and roles freely. ERP·AI handles product access and any implementation support.
Product access
Published app
Install a working Project Management Software workspace with real structure on day one.
- 18 Tables
- 210 Fields
- 6 Proto
- 4 Reports
Operational rollout
Scoped to your team
Configure, migrate, validate, and launch the processes your team runs every day.
- Process and role configuration
- Data migration and integrations
- Launch and ongoing support
Support
Bring us the real operation.
Questions about fit, migration, or rollout? Talk with the team that can connect the software to the way your operation works.
support@erp.ai