Understanding Business Records

Overview

Every piece of information in JGID is stored as a Business Record.

Rather than storing information in one large list, JGID organises your business into connected records that follow the natural lifecycle of a job.

This structure allows information to flow from one stage to the next, reducing duplicate data entry while providing a complete history of every customer interaction.

The Business Record Hierarchy

The diagram below shows how the major Business Records relate to one another.

Client
│
├── Contacts
├── Locations
│
├── Enquiries
│
└── Opportunities
      │
      └── Quotes
            │
            └── Jobs
                  │
                  ├── Worksheets
                  ├── Daily Labour Summaries (DLS)
                  ├── Job Hazard Analyses (JHA)
                  │
                  └── Invoices

Each record builds on the one before it, creating a complete history from the initial customer enquiry through to the final invoice.

Information Flows Through the Business

One of JGID's biggest strengths is that information doesn't need to be entered repeatedly.

For example:

A Client only needs to be created once.
Contacts remain linked to that Client.
Locations can be reused across multiple Opportunities and Jobs.
Quotes inherit information from Opportunities.
Jobs inherit information from accepted Quotes.
Invoices inherit information from completed Jobs.

This saves time, improves accuracy and creates a complete audit trail.

Every Record Has a Purpose

Each Business Record serves a specific role within your workflow.

Business Record	Purpose
Client	The company or organisation you do business with.
Contact	The people you communicate with.
Location	The physical site where work is performed.
Enquiry	The initial request from a customer.
Opportunity	A potential piece of work being managed through your sales pipeline.
Quote	Your proposal to complete the work.
Job	The approved work to be carried out.
Worksheet	Records who worked, when they worked and what was completed.
Daily Labour Summary (DLS)	Captures customer sign-off and records labour, materials and completed work.
Job Hazard Analysis (JHA)	Documents site-specific hazards and control measures.
Invoice	Requests payment for the completed work.

Each record has a different purpose, but together they form one continuous workflow.

Why This Matters

Because all Business Records are connected, you can easily answer questions such as:

Which Quote created this Job?
Which Client does this Invoice belong to?
Who was the customer contact for this work?
Which Worksheets were completed on this Job?
Has the customer signed the Daily Labour Summary?
What hazards were identified before work commenced?

Instead of searching through emails or spreadsheets, the complete history is stored in one place.

A Complete Audit Trail

Every Business Record contributes to the overall history of the work.

Rather than replacing previous information, JGID preserves the relationship between records, allowing you to trace the complete journey from the customer's first enquiry through to payment.

This provides greater visibility, accountability and confidence in your business records.

Why Businesses Love This Structure

Many business systems treat sales, operations and invoicing as separate processes.

JGID connects them.

As information flows from one Business Record to the next, your team spends less time re-entering information and more time delivering work.

The result is a more efficient workflow, better communication and a single source of truth for your business.

Best Practice

Create accurate Client, Contact and Location records from the beginning.
Allow information to flow naturally through the JGID workflow rather than creating duplicate records.
Create Jobs from accepted Quotes whenever possible.
Complete Worksheets, Daily Labour Summaries and Job Hazard Analyses against the relevant Job.
Generate Invoices from completed Jobs to maintain a complete audit trail.

Just Get It Done! – Our Philosophy
Understanding the CRM
How Clients, Contacts & Locations Work Together
Understanding Opportunities
Understanding Quotes
Understanding Jobs
Understanding Worksheets and Timesheets
Understanding Invoices