A Project holds the piece of Customer work. Open its Visits for each attendance and use the Project’s sections for agreements, notes, files, costs and handovers.
1. Check the work
- Open Projects and choose the Project.
- Confirm the title and Customer.
- Read Overview, including the description, Project lead, Site and billing information available to you.
- Open the relevant Quote when you need the agreed scope.
2. Open the Visit
Choose Visits, then the attendance. Check the date, time, description and crew. The Visit’s status describes its booking; it does not replace Project completion or Customer sign-off.
Use Record time to log work on that Visit.
3. Read and add records
Use Notes, Files, Timesheets, Quotes, Variations, Invoices and Certificates as available. Your role controls the sections and financial details you can see.
Project notes offer Team or Only me visibility. Check that choice before relying on colleagues seeing a note.
4. Check earlier handovers
Overview includes Completion and Customer sign-off. Open the saved handover to see what was delivered and signed. Use Get sign-off on the current unsigned handover when offered.
If the record will not load
Check the Business and connection, then use Try again. A previously visible Project can become unavailable if access changes. Keep unsaved work in place while resolving the issue.