Sales & Estimators OneCrew Required Training Estimated time: 5-10 minutes

Overview

Consistent naming keeps Accounts, Sites, and Projects organized, searchable, and easier to match across OneCrew and related systems.

Full Naming Standards

This page provides a quick overview of the naming standards used for Accounts, Sites, and Projects in OneCrew. For the complete naming rules, approved formats, examples, and detailed guidance, review the full naming standards page.

Use the full naming standards page as the source of truth when creating, reviewing, or updating Account, Site, and Project names.

Open Full Naming Standards

Account, Site, and Project Names

Use the record type that matches what the name represents.

Record Type Used For Example
Account The legal or commercial customer entity Franklin Brothers Manufacturing
Site The physical location belonging to an Account Chicago Office
Project The specific work being performed at a Site Chicago Office -- Mill Pave -- 2026

Core Naming Rules

  • Use the complete and correct name.
  • Account names may contain legal suffixes; Site names should not.
  • Project names should start with the full Site name.
  • Avoid unnecessary punctuation, symbols, and vague descriptions.
  • Search OneCrew before creating a new Account or Site to avoid duplicates.

Naming Standards Quick Reference

For complete formatting rules, approved abbreviations, residential naming standards, examples, and uniqueness requirements, open the full naming standards page linked near the top of this page.

The Naming Standards quick reference is a helpful guide when creating or updating Accounts, Sites, and Projects.