How Projects Work

Projects represent jobs or work you're doing for a customer. They help you track progress from scheduling through completion.

Creating a project on the web app:

1. Click Projects in the sidebar

2. Click Create New in the top-right

3. In the Details tab:

1. Enter a Title (required)

1. Select a Customer (required, in the sidebar)

1. Add a Description using the rich text editor

1. Set Start Date and End Date (with time)

1. Optionally check Use Alternate Address to specify a different job site

4. Set the Status in the sidebar (defaults to Not Scheduled)

5. Click Save

Projects are assigned reference numbers automatically (e.g., PROJECT-1001).

Projects are also created automatically when a customer approves an estimate — the project is created with the estimate's title, customer, and service address.

Three views are available on the web app:

• List view — A standard table showing all projects with columns for reference number, title, customer, status, start date, and created date

• Kanban board (Pro tier) — A drag-and-drop board with columns for each status. Drag a project card between columns to change its status. You can sort by start date, title, customer, or priority, and filter to show only projects assigned to you

• Calendar view (Pro tier) — A visual calendar showing projects by their scheduled dates

On the mobile app:

Projects are available in the bottom navigation with list and calendar views. Tap the + button to create a new project.