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Project Link · Ready Tech Knowledge Base

What Project Link Is Built to Manage

How Project Link organizes enterprise opportunities, sites, approvals, contractors, documents, field evidence and project delivery.

Enterprise projects often fail operationally because sales, field crews, safety, customer approvals and billing all keep separate versions of the project. Project Link is designed to keep those handoffs connected while still restricting access by role.

Planning note: This guide explains general installation and workflow principles. Final equipment, code, safety, privacy and site requirements depend on the actual project and applicable rules.

Opportunity and site structure

A customer can have multiple locations, scopes and decision makers without flattening the project into one generic CRM note.

Approval gates

Scope, pricing, change orders and other controlled decisions can be routed to the people authorized to approve them rather than relying on informal messages.

Contractor fulfillment

Approved contractors can be invited to specific work and receive only the site information, documentation and tasks required for that assignment.

Field evidence

Photos, completion notes, deficiencies and sign-offs stay attached to the project so the office and customer can understand what happened on site.

Commercial closeout

Completion evidence, approvals and billing context can stay linked instead of requiring a manual reconstruction of the project at invoice time.

Frequently asked questions

Is Project Link a public job board?

It is an enterprise project and delivery workflow; access and participation can be approval-based.

Can one enterprise have multiple sites?

Yes. Multi-site structure is a core reason to separate enterprise delivery from a simple single-location sales record.

Do contractors receive the whole enterprise account?

They should receive only the project/site information required for assigned work, based on permissions.

Turn the guide into a project plan.

Ready Tech can review the property, existing equipment and intended outcome, then build the installation scope around the real site.

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