Projects & jobs

1. 1When a deal is Won (or a proposal is Accepted), convert it to a project.
2. 2The contact, scope, and pricing carry over so you're not re-entering anything.
3. 3Open the project hub to manage schedule, permits, costs, documents, and crew in one place.

Projects move through: Planning, Permitting, Scheduled, Active, Inspection, Punch List, Complete, Warranty, and Archived — so anyone can see exactly where a job stands. You'll rarely set these by hand: pulling a permit moves the job to Permitting, booking construction moves it to Scheduled, the first daily log or time entry moves it to Active, scheduling an inspection moves it to Inspection — real work moves the job forward on its own, and stages never move backward automatically.

Change orders keep added scope on the record: priced, signed by the customer online, and rolled straight into billing.

1. 1On the project, create a Change Order with the price change and any schedule impact in days.
2. 2Send it — your customer gets a secure link (it never shows your internal costs), reads it, and signs online. The typed signature, timestamp, and IP address are kept on record.
3. 3Watch it move Sent → Viewed → Signed on the timeline, with one-click resend if it stalls.
4. 4On approval, the amount is added to the contract and a new billable milestone is created automatically — invoice the extra work like any other milestone.

1. 1Open the project's Punch List and add the remaining items — each with an assignee and a due date.
2. 2Crew can add and complete items from the field; a second set of eyes then marks each one Verified, so sign-off is on the record.
3. 3Clearing the list is your signal the job is ready to close.

Add a daily log for the day's work and attach photos from the office or the field. Stamp the weather and crew count in a tap — your proof if a job ever slips because of rain. Photos are internal-only by default; tap the eye on any photo to share it to the customer's portal. Everything is timestamped and kept on the project record. (See Field operations for logging from the jobsite.)