Modules

Every Linkfield module, mapped to the work it supports.

Use this catalogue to see what each module does, which workflows it handles and how it connects field teams, office teams and management.

Module table

Choose a module to open its detailed workflow.

Core modules can be enabled per workspace. Supporting modules add governance, reporting, communication and integration around them.

Workspace

Dashboard and launcher

One entry point for the user's current work, shortcuts and next actions.

Open detail
Core module

Documents and read receipts

Controlled files, versions, SDS, procedures, offline access and acknowledgement.

Open detail
Core module

Training

Inductions, certificates, toolbox talks, renewals and completion evidence.

Open detail
Core module

Tasks

Assigned work, due dates, owners, status and corrective actions.

Open detail
Core module

Planning

Team calendars, Gantt planning, project allocations and workload visibility.

Open detail
Core module

Time Clock

Clock in/out, live attendance, project time and approval-ready timesheets.

Open detail
Core module

Incidents and QHSE

Incident reports, near misses, evidence, severity and assigned follow-up.

Open detail
Core module

Maintenance

Maintenance requests, asset follow-up, work evidence and recurring checks.

Open detail
Core module

Equipments

Equipment register, fleet details, documents, photos, actions and history.

Open detail
Operational module

Forms and approvals

Mobile forms, QR codes, submissions, photos, files, signatures and approval loops.

Open detail
Core module

Photos and evidence

Workspace photo records linked to projects, forms, equipment and field events.

Open detail
Core module

Finance

Quotations, purchase orders, invoices, receipts, PDF generation and exports.

Open detail
Operational module

Projects

Work packages, sites, clients, budgets, billing status and related records.

Open detail
Operational module

Contacts and companies

People, departments, companies, client records and organisation chart context.

Open detail
Operational module

Messages and support

Direct, project, support and AI conversations with files, reactions and read state.

Open detail
Operational module

Notifications and announcements

In-app alerts, web push, broadcasts and reminders for critical updates.

Open detail
Management module

Reporting and display dashboards

KPIs, datasets, CSV exports and TV dashboards for operational visibility.

Open detail
Governance module

AI assistant

Workspace-scoped answers from authorised documents, business data and messages.

Open detail
Governance module

Connectors and integrations

Notion, Google, Microsoft, Slack, Teams, Telegram, n8n, API keys and webhooks.

Open detail
Control module

Admin, access and imports

Users, roles, modules, permissions, audit logs, CSV import/export and owner controls.

Open detail

Dashboard and launcher

The user's starting point for the work that matters now.

Use it for
Opening the mobile workspace, seeing next actions, launching enabled apps and returning to the right module quickly.
Workflows
Quick access, favourites, assigned work summaries, active documents, announcements and workspace-aware navigation.
Controls
Admins configure launcher apps, module availability, access rules and workspace-level preferences.
Connects with
All user modules, admin controls, notifications, favourites and workspace routing.
Workspace home3 actions need attentionOpen maintenance requestSaved document ready offline

Documents and read receipts

Controlled documents stay current, searchable and provable.

Use it for
SDS, SWMS, procedures, manuals, permits, site documents, client documents and equipment files.
Workflows
Upload files, publish versions, search by title/reference, filter by category/project, save critical files offline and acknowledge reads.
Controls
Latest-version publishing, protected file routes, project and role access rules, read receipt reports and AI extraction for PDFs.
Connects with
Training, incidents, maintenance, equipment, tasks, AI assistant, read receipts and offline/PWA.
Document controlSDS register updated18 read receipts pendingVersion saved offline

Training

Training records and acknowledgements stay centralised.

Use it for
Inductions, toolbox talks, certificate tracking, role-based training, renewals and procedure acknowledgement.
Workflows
Create training items, assign by user/role/site/project/company, track completion and export registers or matrices.
Controls
Admin catalogue, imports, records, certificates, target role assignment and reporting on gaps.
Connects with
Documents, planning, notifications, AI assistant, reporting and user roles.
Training matrixInduction completeLicence renewal dueProcedure acknowledged

Tasks

Clear accountability and fewer missed actions.

Use it for
Corrective actions, site jobs, admin follow-up, maintenance jobs, client requests and multi-step operational work.
Workflows
Create tasks, assign owners or multiple assignees, set priority and due dates, update status and link documents or URLs.
Controls
Admin task dashboard, assignment rules, status filters, overdue views, project filters and audit trail.
Connects with
Incidents, maintenance, planning, documents, photos, projects, reporting and notifications.
Task boardOverdue corrective actionPermit photo reviewClient sign-off due

Planning

People, projects and work are planned in one operational calendar.

Use it for
Project allocations, team scheduling, Gantt views, personal workload, training dates and task planning.
Workflows
Create allocations, assign users, view week/month/Gantt/people views, move or resize allocations and track allocation percentage.
Controls
Admin planning console, project/person filters, conflict visibility, exports and connected calendar-style management.
Connects with
Projects, tasks, training, time clock, maintenance and reporting.
Gantt planningCrane team allocatedInspection window movedTwo people over capacity

Time Clock

Attendance and project time become approval-ready records.

Use it for
Clock in/out, shift tracking, project time capture, attendance visibility and payroll preparation.
Workflows
Workers clock in, choose project context, supervisors review live attendance and admins approve/export timesheets.
Controls
Admin timeclock dashboard, approval flow, export route, live attendance view and project-aware time context.
Connects with
Projects, planning, users, reporting and payroll-facing exports.
Time clock12 people clocked inProject time selectedApproval queue ready

Incidents and QHSE

Field issues become evidence-backed corrective actions.

Use it for
Incidents, near misses, hazards, safety observations, non-conformances and QHSE follow-up.
Workflows
Capture incident details from mobile, add location/severity, attach photo evidence, assign owner and track closure.
Controls
Admin incident register, severity/status filters, assignment, document references, CSV export and reporting datasets.
Connects with
Tasks, documents, forms, photos, training, maintenance, notifications and reporting.
Incident detailPhoto evidence attachedCorrective action assignedClosure pending

Maintenance

Requests, checks and equipment history stay connected.

Use it for
Maintenance requests, defects, corrective work, preventive checks, workshop follow-up and plant/vehicle service evidence.
Workflows
Report a maintenance issue, assign priority and owner, set due date, link asset/document and update status to completion.
Controls
Admin maintenance register, filters by status/priority/assignee/project, audit logs and reporting datasets.
Connects with
Equipment, photos, forms, tasks, planning, documents, incidents and reporting.
Maintenance historyForklift check due todayDefect photo loggedService evidence stored

Equipments

Every asset has a useful operational record.

Use it for
Plant, tools, vehicles, serialised assets, fleet items, inspection records and equipment ownership.
Workflows
Register equipment, store model/serial/fleet details, attach documents and photos, track actions, events, planning and inspections.
Controls
Admin equipment table, project/site relationships, product detail pages, linked documents, action history and import/export.
Connects with
Maintenance, forms, photos, documents, planning, finance, projects and AI indexing.
Equipment recordExcavator EX-204Maintenance due in 18 hoursManual and photos linked

Forms and approvals

Field forms become searchable records with evidence.

Use it for
Pre-starts, inspections, JHAs, toolbox talks, site checks, incident forms, maintenance forms and approval requests.
Workflows
Build templates, add conditional fields, publish QR codes, collect submissions, comments, files, photos and signatures.
Controls
Admin form builder, AI form drafting, project scoping, submission review, approvals, QR image/PDF and CSV download.
Connects with
Incidents, maintenance, equipment, photos, documents, projects and notifications.
Form submissionPre-start checklist submittedSignature capturedApproval waiting

Photos and evidence

Field photos stop disappearing into camera rolls and chats.

Use it for
Defect evidence, completion proof, inspection photos, project records, equipment photos and form attachments.
Workflows
Upload photos, attach to projects or records, browse gallery, download archives and keep evidence under workspace control.
Controls
Workspace storage, project relationships, protected file routes, gallery view and ZIP export for selected evidence.
Connects with
Incidents, maintenance, equipment, forms, projects, tasks and reporting.
Photo evidenceValve defect image addedProject taggedArchive ready

Finance

Operational finance follows the project, client and evidence.

Use it for
Quotations, customer purchase orders, invoices, receipts, project billing and finance registers.
Workflows
Create financial documents, link them to client/project, convert quotes to POs or invoices, record receipts and email PDFs.
Controls
Document numbering, status filters, generated PDFs, email delivery, CSV export, audit events and project rollups.
Connects with
Projects, companies, contacts, owner billing distinction, documents, exports and reporting.
Finance registerPO received for Project 18Invoice partially paidReceipt generated

Projects

Projects give modules the right site, client and work context.

Use it for
Work packages, project records, site-specific delivery, client work, dates, budget and billing status.
Workflows
Create projects, assign members, link documents/forms/photos/messages/trainings/products and monitor resource allocation.
Controls
Admin project register, exports, project membership roles, calendars, budget fields, billing URLs and client relationships.
Connects with
Planning, tasks, documents, forms, finance, products, photos, contacts and reporting.
Project recordSite package in progressDocuments and forms scopedBudget rollup visible

Contacts and companies

People and companies stay connected to the work.

Use it for
User directory, departments, role information, companies, clients, contacts and reporting lines.
Workflows
Search people, open profiles, manage roles/positions, maintain company/client records and view organisation charts.
Controls
Admin user management, relational companies/contacts, organisation chart, site/project scopes and role-based access options.
Connects with
Projects, finance, training, access rules, messages, planning and AI business sync.
People and clientsSupervisor profile openedClient billing contact linkedOrganisation chart updated

Messages and support

Conversations stay inside the workspace they affect.

Use it for
Direct messages, project conversations, support conversations, AI conversations, attachments, reactions and read state.
Workflows
Discuss a project, ask support, share evidence, mention people, continue AI Q&A and keep message history scoped to access.
Controls
Read observers, attachment routes, support owner console, cleared chat state, participant handling and indexed message sources for AI when enabled.
Connects with
Projects, support, AI assistant, notifications, documents and owner support.
Workspace chatProject question answeredAttachment addedSupport thread active

Notifications and announcements

Important changes reach people without flooding the workspace.

Use it for
In-app notifications, optional web push, announcements, reminders and critical workspace broadcasts.
Workflows
Publish announcements, surface unread notifications, send web push when configured and direct users to the relevant record.
Controls
Admin announcements, active dates, notification service, VAPID-gated web push and user preference support.
Connects with
Training, tasks, incidents, maintenance, messages, documents and support.
Notification centreNew procedure publishedReminder sentAnnouncement active

Reporting and display dashboards

Managers see progress, gaps and recurring issues.

Use it for
Operational KPIs, overdue work, compliance gaps, trend reviews, owner reviews, CSV exports and TV dashboards.
Workflows
Review datasets for tasks, incidents, maintenance, forms, planning, timeclock, projects, training, documents and equipment.
Controls
Dashboard builder, widgets, filters, public password-protected display links, QR codes, exports and admin reporting.
Connects with
Every operational module, owner website analytics, finance, read receipts and display screens.
Reporting12 overdue actions4 recurring defects92% read receipt rate

AI assistant

Workspace knowledge can be queried without breaking access rules.

Use it for
Document Q&A, business data lookup, support context, message-informed answers and guided assistance.
Workflows
Ask questions in messages, receive source-backed answers, use indexed documents/tasks/incidents/maintenance/training/contacts/messages when enabled.
Controls
Owner activation, model tier, monthly quotas, allowed sources, blocked words, admin indexing console and usage monitoring.
Connects with
Documents, messages, tasks, incidents, maintenance, training, contacts, owner AI and support context.
AI assistantAnswer cites current procedureQuota checkedSources limited by access

Connectors and integrations

External systems plug into Linkfield without losing governance.

Use it for
Notion, Google Drive, Google Calendar, Gmail, Google Sheet, Excel, OneDrive, Outlook, Outlook Calendar, Slack, Teams, Telegram, n8n and API access.
Workflows
Configure connectors, test connections, issue scoped API keys, receive signed events, send outbound webhooks and retry deliveries.
Controls
Server-side secrets, workspace connector pages, API credentials, request logs, delivery attempts, HMAC/API key/Bearer auth and n8n retries.
Connects with
Admin connectors, integrations API, sync, import/export, messages, events and external automation.
Integrations hubGoogle Drive connectedWebhook retry queuedAPI key scoped

Admin, access and imports

The workspace can be configured without changing code.

Use it for
Users, access roles, module toggles, sites, projects, app shortcuts, imports, audit logs, owner client controls and subscription settings.
Workflows
Create users, assign roles/sites/projects, configure modules, manage app shortcuts, import CSV data and review audit history.
Controls
Super-admin guard rails, owner dashboard, workspace settings, access rules by role/site/project/user, logs and module-level enablement.
Connects with
Every module, owner billing, workspace routing, security, backups and tenant isolation.
Admin controlsModules configuredRole access updatedCSV import completed

Core workspace modules

The tenant-level module switches currently cover Documents, Training, Equipments, Photos, Tasks, Planning, Time Clock, Incidents, Maintenance and Finance. Other modules are shared platform capabilities that surround the enabled workspace modules.

ModulePrimary usersTypical first workflowBest connected modules
DocumentsHSE, compliance, field workers, managersPublish current SDS/procedure and track read receipts.Training, incidents, AI, offline
TasksManagers, supervisors, operatorsAssign corrective actions with owner, due date and evidence.Incidents, maintenance, planning
IncidentsHSE, supervisors, site teamsCapture incident, attach photos and assign follow-up.Tasks, forms, documents
Maintenance and equipmentsMaintenance managers, mechanics, fleet teamsReport defect, link equipment and keep service evidence.Forms, photos, planning
FinanceFinance, project managers, ownersCreate quote, receive PO, issue invoice and record receipt.Projects, clients, reporting

Recommended activation paths

HSE rollout

Start with Documents, Forms, Incidents, Tasks and Training to manage SDS, incidents, corrective actions and proof of acknowledgement.

Maintenance rollout

Start with Equipments, Maintenance, Forms, Photos and Planning to capture defects, schedule work and preserve service history.

Project delivery rollout

Start with Projects, Tasks, Planning, Documents, Photos and Finance to connect delivery work to billing and evidence.

Management rollout

Start with Reporting, Display Dashboards, Admin Access, Notifications and AI to make the workspace governable and visible.