Overview
Consistent naming keeps Accounts, Sites, and Projects organized, searchable, and easier to match across OneCrew and related systems.
Learn how to name Accounts, Sites, and Projects consistently so records stay organized, searchable, and easy to understand.
Consistent naming keeps Accounts, Sites, and Projects organized, searchable, and easier to match across OneCrew and related systems.
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.
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 |
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.