Project Fields

Set a field once on the Project and it follows the work: onto each Order, the Driver’s screen, and your PDFs. This page shows where each field goes, so you know what your team, your Customers, and your Drivers will see.

PO, Order ID, and Project ID

Four numbers get mixed up often. Each one lives in a different place.

Number	Where it lives	What other screens call it
Order PO	Project, then copied to each Order	”Order PO” (the Order’s own copy)
Order ID (ORD-…)	Order only. Tread creates it.	Shown without a label on Order cards; “Ord. ID” on Order details
Project # (PROJ-…)	Project only. Tread creates it.	Not shown
Project External ID	Project only. You enter it.	”Project Ext ID” on Order cards; “Project ID” on the Order form, the Job Card PDF, and the Driver app

The Project’s Order PO is a starting value. When you create an Order, Tread copies it only if the Order’s PO is empty. After that, the Order keeps its own copy. Changing the Project’s PO later doesn’t change existing Orders.

How fields copy to Orders

A Project works like a template for its Orders. The Copies to Orders column in each table below uses these values:

Value	What happens
Yes	Copied onto each new Order.
Yes, and updates	Copied onto each new Order. Later Project edits also update open Orders that still have the old value.
Web only	Copied only when you create the Order in the web app’s Order form.
No	Stays on the Project.

Orders created through an import or the API don’t get the Web only fields. These are the Order PO, Charge to Account, Service Class, Driver and Internal notes, Contacts, Sites, Ordered Quantity and Unit, Units, Running, and Truck Capacity. Add them in your import file if your team needs them.Imports also set their own Number of Trucks, assigned users, and Order name, so they don’t use the Project’s.

Identifiers

Field	What it means	Copies to Orders	Where it shows
Project Name	The Project’s display name. It must be unique in your company.	Yes. It becomes part of the default Order name.	Project list; Order cards (“Project:”); Tickets; settlements; Driver app (“Project”); Quote PDF
Project #	A number Tread creates (PROJ-123). You can’t edit it.	No	Project list; the Project form header; Quote PDF
Project External ID	Your own ID for the Project, often from another system. It must be unique in your company.	No. It starts the default Order name.	Project list and Order cards (“Project Ext ID”); Order form, Driver app, and Job Card PDF (“Project ID”); Quote PDF
Order PO	The Customer’s PO or job number.	Web only, and only if the Order’s PO is empty	Order cards and settlements (“Order PO”); Driver app (“Order PO”); Job Card PDF (“PO Number”); Quote PDF (“PO / Job #“)
Contract No.	A contract reference. It shows only if your company turns it on.	Yes, and updates	Order form (“Contract No.”)
Dispatch No.	The dispatch number for the Project’s work.	Yes, and updates	Order cards (before the Order name); Dispatch filters and exports; Driver app (“Dispatch No.”); job status emails; Quote PDF
Charge to Account	The account Drivers charge to at the site.	Web only	Order cards (“Charge To Account”); Driver app (“Charge to”); Job Card PDF (“Charge To”)

Customer, dates, and status

Field	What it means	Copies to Orders	Where it shows
Customer Account	The Customer the work is for. You can’t change it after you save the Project.	Yes	Everywhere the Customer appears, including the Driver app (“Customer”)
Department	The department in your company that owns the Project.	Yes	Project list; Order; Quote PDF
Start and End Date	When the Project is valid. The start must come before the end.	No	Project list; Quote PDF
Status	Draft, Quoted, Lost, Active, Completed, Inactive, or Canceled.	No	Project list status chip and tabs. See Sales Quotes.

Notes and terms

All four notes sit on one Notes card, one row each.

Notes row	What it means	Copies to Orders	Who sees it
Project	General notes about the Project.	No. It shows read-only on the Order form.	Your team; Quote PDF. Drivers don’t see it.
Order	Default notes for each Order.	Yes	Your team; Drivers (“Order Notes”), if turned on for your company; Quote PDF
Driver	Instructions for Drivers.	Web only. It passes from the Order to each job.	Drivers (“Driver Notes”); Job Card PDF
Internal	Notes for your company only.	Web only	Your team only. Other companies never see it.
Quote PDF Terms	Terms printed on the Quote PDF. If blank, Tread uses your company’s default terms.	No	Quote PDF

People and places

Field	What it means	Copies to Orders	Where it shows
Requester	The user who asked for the Project.	No	Project list (“Requestor”, only when no Foreman or Sales is set); Quote PDF
Contacts (Sales, External Foreman, Supervisor, Collaborator)	The Customer’s contacts, with name and phone.	Web only	Order; Driver app contacts; Quote PDF
Assigned Foreman, Collaborator, Sales	Your own Tread users on the Project.	Yes	Project list (Foreman and Sales); Order; Driver app contacts (Foreman only)
Pickup and Drop-Off sites	Default sites for the Project.	Web only	Order; Driver app with directions; Quote PDF
Phases	Phase codes for the work, with a name and code.	The Order picks its phase from this list. Phases you add later go onto every Order in the Project, even completed ones.	Order cards (“Phase Code”); Tickets; Driver app (“Phase”)
Materials	The total quantity planned for each material.	No. The Order shows progress against it.	Project list progress bar; Order form; Driver app (“Material”)

Order defaults

Field	What it means	Copies to Orders
Service Class	The type of work. It shows only if your company turns it on.	Web only
Ordered Quantity and Unit	The default Order size.	Web only
Number of Trucks, Quantity	How many trucks each Order needs, and how much each truck hauls.	Yes
Units, Running, Truck Capacity	The unit for each truck’s quantity, and the truck’s capacity. Running means Drivers keep making trips with no set limit.	Web only
Truck Type	The kind of truck the work needs.	No
Truck Time (Hrs)	How long each truck should work.	No
Ticket Chaser	Texts Drivers when a Ticket is missing.	Yes, for new Orders only
Default digital ticket view for drivers	Opens the digital Ticket view for Drivers by default.	Yes, for new Orders only
Enable Live ETA	Shows live ETAs on the Dispatch board.	Yes, and updates

Rates and tax

Field	What it means	Copies to Orders
Freight Rates	Customer, Vendor, and Driver rates. See Rates & Add-Ons.	Yes. They price each Order.
Apply rate changes to existing orders	Whether rate edits also update existing Orders. You can untick single Orders before you save. See How Rate Changes Flow.	Not applicable
Itemize Material Rate	Shows freight and material as separate lines on Customer invoices.	Yes, and updates
Prevailing Wage	Marks the Project as a prevailing wage job.	Yes, for new Orders only
Tax	The tax rate, and whether it applies to Freight & FSC, Material, and Add-ons.	Yes, and updates

What Drivers don’t see

The Driver app never shows these fields:

Project and Internal notes
Contract No.
The Project’s own Order PO (Drivers see the Order’s copy)
Project # (PROJ-123)

Common pitfalls

An Order shows an old PO. The Order kept its own copy. Edit the PO on the Order, not the Project.
A Customer asks for their “Project ID”. They usually mean the Project External ID, not the PROJ number.
Imported Orders are missing notes or contacts. Imports skip the Web only fields. Add them to the import file.
A field is missing from your form. Some fields only show if they’re turned on for your company. These include Contract No., Service Class, Ticket Chaser, Enable Live ETA, and Default digital ticket view for drivers. Ask your Tread contact.

Create a Project: set up each section of the Project form
Orders & Projects: how Projects, Orders, and jobs connect
How Rate Changes Flow: when rate edits reach existing Orders
Sales Quotes: quote statuses and the Quote PDF

Getting Started

Dispatch guide

Vendor guide

Onboarding

Operations

Back Office

Administrator

AI features

Integrations

Mobile App

Resources

PO, Order ID, and Project ID

How fields copy to Orders

Identifiers

Customer, dates, and status

Notes and terms

People and places

Order defaults

Rates and tax

What Drivers don’t see

Common pitfalls

Getting Started

Dispatch guide

Vendor guide

Onboarding

Operations

Back Office

Administrator

AI features

Integrations

Mobile App

Resources

​PO, Order ID, and Project ID

​How fields copy to Orders

​Identifiers

​Customer, dates, and status

​Notes and terms

​People and places

​Order defaults

​Rates and tax

​What Drivers don’t see

​Common pitfalls

​Related

PO, Order ID, and Project ID

How fields copy to Orders

Identifiers

Customer, dates, and status

Notes and terms

People and places

Order defaults

Rates and tax

What Drivers don’t see

Common pitfalls

Related