Projects

Creating a project

From the sidebar, click Projects, then the + button next to Work (or New project from the top-right menu). Fill in:

• Name and address
• Project type — Custom build, Reno, Addition, or Other
• Start date and estimated finish
• Client — pick an existing client or add a new one inline

You can start with an empty project, drop in a quote PDF to extract line items, copy from a past project, or use a saved template.

Organizing your work

Each project has tabs across the top of its dashboard:

• Overview — health, % complete, key dates
• Budget, Schedule, Subs, Selections, Logs, Bids, Docs

Pin a project in the sidebar to jump to any tab in one click.

Wrapping up

When a job is done, mark the project complete from the Overview tab. Closed projects stay searchable in the Projects list.