Projects Overview
How projects organize customers, measurements, estimates, and work orders.
What a project is
A project is the main record that ties everything together:
- Customer and property info.
- Measurements and site notes.
- Estimates and line items.
- Proposals and quotes.
- Work orders and schedules.
If you keep one project per job, your reports and job costing will be accurate.
What belongs inside a project
- One job site.
- One customer decision.
- One estimate history (multiple versions are ok).
- One work order.
If a customer has multiple locations, create one project per location.
Project lifecycle
- Create project.
- Measure area.
- Build estimate.
- Send proposal.
- Create work order and schedule.
- Track actual costs.
- Review performance in Reports.
Common mistakes
- Reusing one project for multiple jobs.
- Skipping measurements and guessing square footage.
- Not recording site conditions.
Treat each project as a full job record and the rest of the system will work.