Create a project
Start a new job in a few clicks.
- 1Click Projects in the sidebar.
- 2Click New Project.
- 3Enter the project name, address, client/customer, and start date.
- 4Optionally enter Interior Sq Ft (under A/C) and Exterior Sq Ft (under roof) - this powers the interior/exterior cost breakdown on the Budget tab.
- 5Choose how you'll bill it: Simple invoicing (invoices + client payments, for residential/smaller jobs) or Progress billing (AIA pay applications with retainage, for commercial/bank-funded jobs). This decides which money tabs show, so the job isn't cluttered with both. You can change it later.
- 6Save. The project opens to its tabs.
The address suggests matches as you type, and the Owner/Client dropdown pulls from your existing customers (or pick "New client" and type a name). On the Projects page, use the map toggle to see every job on a map, color-coded by status - on a phone it is under Filter, with the status, type and sort choices.
Nothing here is locked in. Everything you set at creation can be changed later from Project Settings - the gear icon in the project header. See "Change a project's settings".