Projects

Create and manage jobs.

• Create a projectStart a new job in a few clicks.
• What Active means, and how to set a job to itActive means the job is under contract - won and billable. Set it from the status badge in the project header.
• Create a batch of projects at once (units, floors, houses)Set up a whole building or street in one go, grouped under a single site.
• Change a project's settingsEdit any project detail after setup - name, address, status, billing method, square footage.
• Search across everything at onceOne search box in the top bar finds jobs, line items, receipts, customers, and more.
• Getting around inside a jobOne row of sections at the top of a job; each one opens a menu of its pages.
• Pin a task right on the planOpen a plan, drop a pin where the work is, and assign it as a task.
• Give the client their link (the client portal)One standing link that shows the client their job - and how it differs from sending documents.
• Put a job on the map (and fix a wrong pin)Every job has a point on the map. It is what clock-ins are measured against - here is how to set it and how to correct it.
• The job OverviewWhere a job stands and what is waiting on you, without opening six tabs.