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- Field Installation PSA
- Data model
The tables behind Field Installation PSA
Field Installation PSA ships with 13 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 13
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Location and ownership
Organizations own Sites and Technicians; each site can support multiple installation engagements.
Delivery
Installation engagements hold the contract baseline and connect work orders, technician hours, travel and expenses and site milestones.
Billing
Site milestone payments link to site milestones, keeping due dates and collection state beside the deliverable.
Review evidence
Review decisions and operation receipts preserve decision and operation outcomes; record attachments link files to supported record types.
Every table, by feature
- Sites4
- Installation engagements6
- Field work5
- Technician time and expenses5
- Milestone billing5
- Delivery economics7
- Shared and settings1
- Sites
Client master records with ownership and billing terms.
Linked to Technicians, Organizations - Organizations
Firm business units, practice groups and regional offices.
- Installation engagements
Billable engagements with contract value, budget and delivery status.
Linked to Sites, Technicians, Organizations - Record attachments
Files linked to records across the app.
Linked to Technicians
- Installation engagements
Billable engagements with contract value, budget and delivery status.
Linked to Sites, Technicians, Organizations - Sites
Client master records with ownership and billing terms.
Linked to Technicians, Organizations - Organizations
Firm business units, practice groups and regional offices.
- Technicians
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Work orders
Delivered service lines billed against an engagement.
Linked to Installation engagements, Technicians - Site milestones
Contractual milestones that trigger billing.
Linked to Installation engagements, Technicians
- Work orders
Delivered service lines billed against an engagement.
Linked to Installation engagements, Technicians - Installation engagements
Billable engagements with contract value, budget and delivery status.
Linked to Sites, Technicians, Organizations - Technicians
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Review decisions
Approval decisions recorded against service, time and expense subjects.
Linked to Technicians - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Technicians
- Technician hours
Logged consultant time by client and engagement.
Linked to Technicians, Sites, Installation engagements - Travel and expenses
Reimbursable and billable engagement expenses.
Linked to Installation engagements, Technicians - Technicians
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Sites
Client master records with ownership and billing terms.
Linked to Technicians, Organizations - Installation engagements
Billable engagements with contract value, budget and delivery status.
Linked to Sites, Technicians, Organizations
- Site milestones
Contractual milestones that trigger billing.
Linked to Installation engagements, Technicians - Site milestone payments
Invoices and receipts raised against milestones.
Linked to Site milestones - Installation engagements
Billable engagements with contract value, budget and delivery status.
Linked to Sites, Technicians, Organizations - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Technicians - Record attachments
Files linked to records across the app.
Linked to Technicians
- Installation engagements
Billable engagements with contract value, budget and delivery status.
Linked to Sites, Technicians, Organizations - Work orders
Delivered service lines billed against an engagement.
Linked to Installation engagements, Technicians - Technician hours
Logged consultant time by client and engagement.
Linked to Technicians, Sites, Installation engagements - Travel and expenses
Reimbursable and billable engagement expenses.
Linked to Installation engagements, Technicians - Site milestones
Contractual milestones that trigger billing.
Linked to Installation engagements, Technicians - Site milestone payments
Invoices and receipts raised against milestones.
Linked to Site milestones - Technicians
Consultants and delivery staff with rates and capacity.
Linked to Organizations
Keys and references
Human-readable codes identify sites, engagements, technicians, service lines, milestones, payments, decisions and receipts. Reference fields carry the working relationship: an installation points to its site and manager, a work order points to its installation and technician, and a payment points to its milestone. Record attachments use parent table name and parent record ID rather than a dedicated reference to each source table. Confirm those identifiers during migration so attachments resolve to the intended records.
Migration order
- Load Organizations and Technicians, then confirm active staff, rates and ownership.
- Load Sites with site owners, owning organizations and billing terms.
- Load installation engagements with their site, organization, manager, dates and commercial baseline.
- Load work orders, technician hours, travel and expenses and site milestones against the correct engagements.
- Load site milestone payments and supported record attachments, then reconcile review decisions and operation receipts with the events they describe.
- Check totals and status lists on representative installations before using the records for operating decisions.
Set up Field Installation PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.