How-to guides

Create a project

Start a project, link it to your PSA, and understand the four lifecycle stages.

  1. Open the Projects page

    Click Projects in the navigation bar at the top of the screen (the bar along the bottom on a phone). This is the portfolio view of every project in your organization: search, filter by owner or status, sort by any column, and see estimate-vs-actual variance at a glance. Anything needing attention is called out at the top. Signing in takes you straight back to the project you were last working on — use Projects in the navigation bar, or All Projects above the project title, to get back here.

  2. Click New project

    Top right of the Projects page. The creation dialog opens.

  3. Link to your PSA or CRM (if configured)

    Tabs appear for each active integration. Search and select the matching Opportunity, Ticket, or Deal. Or use the Manual tab to create without a link.

  4. Add sites (optional)

    For multi-location projects, add each site with a name and address. You can map individual cards to specific sites later in the Estimate tab.

  5. Save

    The project opens to the Interview tab, ready for scoping.

Tip

If an integration is active and your project is unlinked, a yellow warning icon appears in the project header. You can link it retroactively using the Link button.

Project lifecycle

Every project moves through four stages. On the Projects page each one is a filter across the top of the list, and every row carries its current stage:

  • Planning — Scoping and estimating in progress. All tabs are editable.
  • In Progress — Work is underway in the field. The estimate is locked to preserve the original scope. Use this status once the job has started.
  • In Review — Work is complete. Actuals are being captured in the Review tab. No further changes can be made to the estimate or scope.
  • Archived — Review complete and closed out. Feeds the Reporting dashboard and calibration engine.
Tip

The phase bar just below the project title shows exactly where a project sits in this lifecycle, plus (during Estimate, if connected) whether it has been quoted in Quoter and/or synced to your PSA. Clicking a phase moves you to it; the circular arrow beside the current phase is what actually advances the project.

To advance through stages:

  • Estimate to Deliver: click the circular arrow beside Estimate in the phase bar and confirm Mark as Won. The estimate locks so the sold scope is preserved.
  • Deliver to Review: same arrow, now beside Deliver — confirm Work Complete.
  • Review to Archive: generate the performance report first, then use the arrow beside Review to Close Project. Until the report exists the arrow is disabled and says so.
Note

A project is a real URL. Bookmark it, reload it, or send it to a colleague — it opens exactly where you left off, including which tab you were on.