Commercial workspace
Keep accounts, portfolios, sites, and site-linked work orders in one operating view. Site defaults are copied into each order as a historical snapshot.
Select a commercial accountCreate an account to start building a portfolio hierarchy.
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Account details
Commercial account contact record
Portfolios
Group sites under the selected account
Sites
Site details and commercial defaults flow into new work orders
Unassigned legacy sites
Existing properties stay available and are not forced into the new hierarchy.
Commercial work orders
Only estimates linked to a site appear here.
Create batch from a recurring sourceSelect an approved or scheduled site-linked work order and review every target before creation. Jobs start their own closeout lifecycle.
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