Getting Started with PrairieHQ

Welcome to PrairieHQ! PrairieHQ is an end-to-end field service management (FSM) platform purpose-built for commercial property maintenance, landscaping, snow removal, and exterior services.

Overview of the Workflow

PrairieHQ connects the entire lifecycle of field operations from initial quote to final payment:

flowchart LR
    A["Customer & Property"] --> B["Document / Proposal"]
    B -->|Signed / Won| C["Work Order"]
    C --> D["Dispatch & Schedule"]
    D --> E["Field Execution & Tracking"]
    E --> F["Invoice & Payment"]

1. Customers & Properties: Maintain accounts, property addresses, billing profiles, and service contacts.
2. Estimates & Documents: Draft quotes, proposals, and contracts with line items and service tiers. Clients can review and e-sign online.
3. Work Orders: Automatically generate work orders upon proposal approval, defining tasks, billable rates, and job specifications.
4. Operations & Scheduling: Assign jobs to crew calendars, optimize routes, and manage recurring vs. on-demand visits.
5. Field Execution: Crew leaders clock in, complete checklists, log site visits, and capture condition photos.
6. Billing & Financials: Convert completed work orders into invoices, process payments, and track real-time job profitability.

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Logging In & First Steps

1. Navigate to your organization's PrairieHQ instance URL (e.g., https://app.prairiehq.com).
2. Log in using your email address and password, or use Single Sign-On (SSO / Google / Microsoft) if enabled.
3. When you log in, you will be taken to your organization's default landing view—typically the Work Schedule or Crew List depending on your assigned role.

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Key Terms in PrairieHQ

Term	Definition
Organization	The operating branch or franchise entity within your PrairieHQ account. All records belong to a specific organization.
Customer	A business, property manager, HOA, or homeowner contracting your services.
Document	A proposal, estimate, contract agreement, or scope document sent to a client for review and approval.
Work Order	The operational contract defining specific deliverables, billing rules, budgeted hours, and schedule intervals.
Job	An individual scheduled visit or crew dispatch associated with a work order.
Site Review	A visual property inspection, audit, or punch list performed on-site to document grounds conditions.

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Next Steps

• Explore Navigation & Workspace to learn your way around the sidebar, quick actions, and filters.
• Understand Roles & Permissions to learn what managers, estimators, and crew members can access.