Create a project

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

1. 1
   Click New Project

   In the left sidebar. The creation dialog opens.

2. 2
   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.

3. 3
   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.

4. 4
   Save

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

Project lifecycle

Every project moves through four stages, shown as colour-coded groups in the sidebar:

• 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.

To advance through stages:

• Planning → In Progress: Click Finalize & Start → in the Deliver tab toolbar. If the project is linked to a PSA, this performs a final plan sync before locking the estimate.
• In Progress → In Review: Click Begin Review in the Review tab.
• In Review → Archived: Generate the final report in the Review tab, then open the ⋯ menu in the project header and choose Archive.