Everything in Vantage is organized around a few core building blocks. Understanding how they connect saves time when you start creating work and prevents confusion about where things live.
Every piece of work in Vantage starts with a Client. Opportunities, projects, events, assets, and contacts all connect back to a client.
Client | A company you do work for. All other records connect back to this one. |
Client contact | A person at the client company. Used for communication and Client Portal invitations. |
Address, asset | A client-owned location (store, office, billboard) or vehicle where work happens, with its own address and access instructions. |
Opportunity | A potential deal in the sales pipeline. Tracks pricing and work scope, and converts into a project when won. |
Project | A work you are managing for a client. Tracks progress from creation through production to completion, with its own tasks, documents, and team roles. Contains the events that make up the work. |
Event | An individual unit of field work: an installation, survey, delivery, removal, or any custom type. |
Quick reference: where things live
Client contact details | Client drawer → Contacts tab |
Site address and access instructions | Asset drawer → Info tab |
Task checklists | Event or Project drawer → Tasks panel |
Site photos | Event drawer → Photos tab |
Documents and specs | Event drawer → Docs tab (includes related asset, project, and client files) |
Problems during work | Event drawer → Issues tab (Incidents and Shortages) |
Sign-off and signatures | Event drawer → Completion tab |
Sales pipeline deals | Opportunities page |
All files in one place | Media page |