Summary
- The plan structure should be explained by workflow value, not only by feature lists.
- The same basic report workflow exists in all plans, but Professional and Enterprise add more control around planning, validation, review, assets and traceability.
Core
Core is intended for basic controlled reporting. Users can create customers, projects, work orders, templates, reports, revisions and controlled PDF exports.
Core is suitable when the workflow is relatively simple and does not require advanced job-specific validation, planned report generation or integrated inventory workflows.
Professional
Professional adds stronger workflow control. Typical features include Scope of Work, planned reports, Work Order-specific validation and more advanced reporting control.
This is useful when the same templates are reused across many jobs, but each job may have different acceptance criteria or planned report requirements.
Enterprise
Enterprise is intended for more controlled and compliance-heavy workflows. It can include advanced review routing, client or third-party review, Physical Assets, Inventory and deeper auditability.
Enterprise is suitable when reports need stronger traceability from planning, execution and review through to controlled document export.
Example: same job in different plans
Core: create Work Order, create report manually, fill in report, approve and export controlled PDF.
Professional: create Work Order, define Scope of Work, generate planned reports, add Work Order-specific validation, execute reports, review and export.
Enterprise: create Work Order, plan reports, reserve assets or materials, execute reports with linked assets/inventory, route through internal and external review, approve and verify controlled PDF.