Create and manage a Project

A Project holds one piece of work for a Customer. Start one directly or from a Lead. You do not need an accepted Quote before creating it.

1. Create the Project

1. Open Projects and choose New Project.
2. Select the Customer, or add their details in the form when creating a new Customer.
3. Enter a recognisable Project name and the details of the work.
4. Review the Project lead, dates and any template you choose.
5. Choose Create project and open the saved Project.

For potential work already in Leads, use Start a Project or Kickoff work from that Lead to retain the connection.

2. Use the Project’s sections

Overview brings together the position of the work, Visits, Team, Tasks and agreements. Use the other tabs for Estimate, Quotes, Visits, Timesheets, Material costs, Variations, Invoices and Notes. Files, Certificates and Insights are available through the additional sections menu.

Your permissions determine which sections and financial details you can use.

3. Add the Visits

Open Visits and choose Add visit. Give each attendance its own schedule and crew. See booking Visits.

The Project owns the agreement, costs, notes, files and handovers. A Visit has no separate handover or signature.

4. Update the work

Edit the Project name in the header or open Project settings for its details. Review dates and billing choices there. Updating the Project’s dates does not replace an individual Visit booking or an Invoice due date.

Use Complete work when you are ready to hand over delivered work.

If a change is not confirmed

Keep the current editor open and use Try again. Check the saved Project before creating it again, especially if the Customer or Project was created before a later part of the operation failed.