With our projects feature, you can keep your invoices, estimates, expenses, photos, files, and notes related to a single project together in one place. This makes the process of keeping track of your work from start to finish more streamlined than ever before.
What does it do?
With projects, you can house any documents, photos, notes, and files related to a single project together in one place so they can be quickly accessed and easily referenced. This will help save you time so you can go out and win new work.
How do I create a project?
iOS and Android
- Tap More on the navigation bar
- Tap Projects
- Tap the + in the top right corner
- Add a client
- Add a project name
- Add a location
- Tap Create project
- Click the Create icon from the navigation menu. Then click the Project option.
- Enter your client’s name
- Click Create project
Alternatively, you can create a project from the clients section of the app.
- From the home screen, click Clients
- Select the client you’d like to create a project for
- In the top right corner, click Create
- Click Project
Additionally, a project can be started when creating an invoice, estimate, or client. After you’ve created your invoice, estimate, or client, you will be asked if you would like to add the invoice, estimate, or client to a new project. Simply click Create project when prompted.
Where can I view all of my projects?
You can view all of your projects in a list view within the Projects section of the app. On the web platform, this will be found on the side navigation menu and is labeled Projects. On the mobile app, tap More on the navigation menu and then, tap Projects.
On the web platform and the iOS app, projects are organized by project status. To view active projects, click or tap the Active tab. To view completed projects, click or tap the Complete tab. In the Android app, all projects are listed together. Learn more about managing the status of a project.
When you find the project you are looking to work on, you can click/tap to view the project in its full details.
What can I add to a project?
After creating a project, it will be broken down into four main sections: Details, Files, Contacts, and Notes.
The Details section displays at the top of the Project. From the details, you can add or edit:
- Project name
- Project description
- Project location
- Project dates
The client name also displays in the Details section but cannot be edited. To learn more about adding details to a project, view this article.
From the Files tab, you can add invoices, estimates, expenses, PDF files, and photos associated with the project.
Clicking any of the documents you’ve added to your project will take you to that document in the app.
For added ease of use, if you’ve added an existing client to your project, we will let you choose from estimates or invoices assigned to that client.
To learn how to add invoices and estimates to a project, view this article.
To learn how to add PDF files and photos to a project, check out this article. Once you add a photo to a project, you can add that photo to an invoice or estimate using the steps outlined in this article.
To learn how to add expenses to a project, view this article.
From the Contacts tab, you can add information for any points of contact for your project including:
- Role (Employee, Contractor, Supplier, etc.)
To learn more about adding contacts to a project, check out this article.
From the Notes tab, you can add any notes related to the project that you want to remember.
To learn how to add notes to a project, check out this article.
Managing project preferences
If you do not wish to receive a prompt to create a project with every new invoice, estimate, or client created, you can manage your preferences using the steps outlined in this article.
If I convert an estimate to an invoice, will the invoice be saved to the project?
Can I view projects for individual clients?
You can view projects specific to individual clients within the Clients section of the web application. When you click a client, there is a tab below their name labeled Projects. Clicking this tab will show all projects related to that client.