Help Center article

Adding 'Requirements' To A Job

Updated August 27, 2026 · Michele Corrao

Adding 'Requirements' to a job helps ensure critical prerequisites—such as permits, no-parking signs, and approvals—are tracked with clear statuses and completed before a project can advance to scheduling or execution, reducing costly delays and missed tasks.

Version / Platform

When a customer is on Basic, the Requirements menu item, the Account Details tab, and every requirement dialog simply don't appear — there's nothing broken to explain, it's just not part of that plan tier.

In this article

• Desktop Instructions — Adding 'Requirements' at the project level
• Desktop Instructions — Adding 'Requirements' at the tree level
• Desktop Instructions — Creating a Work Order with 'Requirements'
• Create a proposal with requirements (Desktop)
• Mobile Instructions — Adding 'Requirements' at the project level
• Mobile Instructions — Adding 'Requirements' at the tree level
• Creating a Proposal with Requirements (Mobile)
• Using 'Requirements' in the 'Works' Crew App

Desktop Instructions — Adding 'Requirements' at the project level

Desktop settings

Users can access the requirement editor via Settings → Job Requirements. Highlighting a row allows users to edit or delete the requirement.

• Only the requirement type name is required.
• Category groups requirements by type. For example, 'Access' covers site entry requirements such as needing a key card.
• Default Owner Role defines which role is responsible for following up, such as Sales or Ops.
• Block Level defines at which stage an incomplete requirement will block further action, either scheduling, execution, or both.
• Required by Stage is which stage this requirement is needed.

All of this information above can be viewed in the project requirement dialogue.

STEP 1  Open the project in the desktop app

STEP 2  Click on the 'Actions' button and select 'Requirements'

STEP 3  Select a Requirement from the drop down menu

STEP 4  Select Status from drop down menu

STEP 5  Add any additional details in the 'Notes' field and click on "Apply" to save

Once a requirement is added to the project there will be a 'Requirements' box displayed in the top section of your project screen like below.

Click the "Edit" button or status icon to open the 'Requirements' window to add or edit existing requirements.

A breakdown of the 'Requirements' fields table is below with status color indicators:

Desktop Instructions — Adding 'Requirements' at the tree level

STEP 1  From the project, double-click on a tree to open the side-bar menu and locate the 'Requirements' field

STEP 2  Click on the 'Edit' icon next to Requirements to add or edit a Requirement for that specific tree and click on 'Apply' to save

After saving, the requirements window will display with all entries. A status icon appears next to the requirement, following the same display logic as the project-level icon. Click the icon to open the dialog and view all requirements for that tree.

Desktop Instructions — Creating a Work Order with 'Requirements'

When a proposal is created for a project with requirements, all project-level requirements and tree-level requirements for trees included in the proposal will be carried over into the proposal.

STEP 1  From the work order scheduler queue, click on the 'Requirement' icon. From here you can view and make any changes to the assigned requirements

STEP 2  Once finished reviewing/updating 'Requirements' — drag and drop your work order to the scheduler calendar to schedule work order

You will get the following messages depending on your permission level:

The work order is now scheduled. If the work order has requirements, a Requirements section is displayed — click the status icon to open the dialog. If there are no requirements, the section does not appear.

'Requirements' will show in the details section of the work order summary view only if there are any added. You can access the requirements window from here by clicking on the requirements icon below.

Create a proposal with requirements

STEP 1  Select the trees to include and click Create Proposal

If the project or its trees have incomplete requirements, a "Requirements Incomplete" warning shows near the top of the screen — it doesn't block proposal creation.

Select trees, then Create Proposal. Requirements Incomplete warning shown at top.

STEP 2  Review the Requirements section on the proposal creation page

All project- and tree-level requirements from the included trees are carried over automatically. Add more with + Add Requirement, or remove ones that don't apply to this proposal. Click preview to create the proposal.

Proposal creation page — Requirements section with carried-over requirement pills.

STEP 3  After the proposal is created, manage its requirements from the proposal list

Go to the manage proposal page, click the warning-triangle icon on the proposal's row to open its requirements table (Add Proposal Requirement / Delete / Edit). These are now independent proposal-level requirements — editing one doesn't change the project- or tree-level original.

Proposal requirements table, opened from the proposal list row.

STEP 4  View all proposal requirements in the requirements dashboard

Users can also view all proposal-level requirements from the Requirements Dashboard, under the Proposals tab.

Requirements Dashboard, Proposals tab — every proposal-level requirement in one list.

Mobile Instructions — Adding 'Requirements' at the project level

STEP 1  Open the project in the mobile app and tap on the clipboard icon below

STEP 2  Tap on the + next to 'Project Requirements' to add a requirement for the overall project

STEP 3  You will be able to select from an existing list of previously created requirements or create a new one by tapping on "Add" in the bottom left

STEP 4  Once the requirements are added you will see the list displayed like below and statuses

Mobile Instructions — Adding 'Requirements' at the tree level

STEP 1  Drop pin and tap on the "i" in the summary bubble window to open the trees attribute screen

STEP 2  Find the "Tree Requirements" field and tap on it to open

STEP 3  Click on the "+" icon to add a Requirement

STEP 4  Once requirements are added you will see them in your requirements list

Creating a Proposal with Requirements (Mobile)

STEP 1  Open Proposal Requirements from the GTC proposal creation tab

On the GTC proposal creation screen, find the Proposal Requirements section. Tap it to open the full list.

Proposal creation screen (GTC tab) — Proposal Requirements row.

STEP 2  Review carried-over requirements, then tap + to add one for this proposal

The Proposal Requirements screen lists everything already carried over from the project (labeled Project) and from all the trees from this project, each defaulting to Required – Not Started with its toggle on. Tap + in the top right to attach a requirement that applies only to this proposal.

Proposal Requirements screen — project- and tree-level requirements carried over, toggles on.

Using 'Requirements' in the 'Works' Crew App

STEP 1  Tap into a work order with a requirement added

STEP 2  Tap on the Requirement field

STEP 3  Once the user gets into the WO, they can review the requirement status by tapping the requirement section