With our projects feature, you can keep your invoices, estimates, 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

1. Tap More on the navigation bar
2. Tap Projects
3. Tap the + in the top right corner
4. Add a client
5. Add a project name
6. Add a location
7. Tap Create project

Web

1. From the home screen, click on Projects
2. Click on Create new project 
3. Enter your client’s name 
4. Click on Create project

Alternatively, you can create a project from the clients section of the app.

1. From the home screen, click on Clients
2. Select the client you’d like to create a project for
3. In the top right corner, click on Create
4. Click on Project

Additionally, a project can be started when creating an estimate, invoice, or client. After you’ve created your estimate, invoice, or client, you will be asked if you would like to add the estimate, invoice, or client to a new project. Simply click on 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. When you find the project you are looking to work on, you can click on/tap it 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. 

Documents and Files

Within a project, you can add invoices, estimates, PDF files, and photos associated with the project. 

Clicking on 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, check out this article. 

To learn how to add PDF files and photos to a project, check out this article. 

Details 

From the details page, you can add, 

• Project name
• Project description
• Project location 
• Project dates

To learn more about adding details to a project, check out this article. 

Contacts

From the contacts page, you can add information for any points of contact for your project including, 

• Name
• Email
• Phone
• Role (Employee, Contractor, Supplier, etc.)

To learn more about adding contacts to a project, check out this article. 

Notes

From the notes section, 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 on the web application, you can manage your preferences using the steps outlined in this article. 

FAQs

If I convert an estimate to an invoice, will the invoice be saved to the project?

Once you convert an estimate to an invoice, you will need to add the converted invoice manually. 

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 on a client, there is a tab below their name labeled Projects. Clicking on this tab will show all projects related to that client.