Your First Project

Once your organization is set up, you are ready to create your first project. Projects are the central hub for tracking work, billing, and field activity.

Create a project

1. Click Projects in the sidebar, then New Project.
2. Fill in the project details:
   • Name — A clear identifier like “Smith Residence - Electrical.”
   • Client — Select an existing contact or create a new one.
   • Address — The job site location.
   • Start and end dates — Your planned schedule.
   • Contract value — The total agreed amount.
3. Click Save.

Add phases

Phases break your project into major stages of work.

1. Open your project and go to the Phases tab.
2. Click Add Phase and enter a name like “Rough-In” or “Trim-Out.”
3. Set start and end dates for each phase.
4. Drag phases to reorder them.

Add tasks

Tasks sit inside phases and represent individual work items.

1. Click into a phase and select Add Task.
2. Enter the task name, assign a team member, and set a due date.
3. Add subtasks for granular tracking if needed.

Track progress

As work gets done, update task statuses. Your project dashboard shows overall completion, upcoming deadlines, and any overdue items. You can also switch to the Gantt view for a visual timeline.