How to Add and Manage Projects

Projects are where your work and billing live.

Create a project for each job so you can track progress, send invoices, and get paid

When to Create a Project

Create a project when:

You start a new job or contract
You need to track work and billing
You’re ready to send estimates or invoices

Step-by-Step

1. Click Add Project

Go to Projects
Click Add Project

2. Enter Project Name

Use a clear job name

Example: Water Distribution Facility Upgrade

Keep it simple so you can find it later.

3. Set Start Date

Select when the job begins
The default is today (you can change it)

4. Choose Category (Project Status)

Select the current status of the job from the dropdown:

Pre-Contract → Not approved yet
Active → Work is in progress
Waiting on GC/Owner → Paused or waiting
Closed → Job is complete

You can also click Manage to create your own custom project statuses that match how you track your jobs.

5. Select Customer

Choose the customer this project is for
If needed, click Add Customer

Every project must be tied to a customer.

6. Add Contact and Address (Optional)

Select a contact for the project
Add or confirm the project address

If the contact or address hasn’t been added yet, you can create them directly from this screen.

This ensures invoices, communication, and job details are tied to the right person and location.

7. Save

Click Add Project

Your project is now ready.

What Happens Next

Once your project is created, you can:

Create estimates
Build billing plans
Send invoices
Track payments and progress

Best Practices

Use clear, consistent project names
Keep your project status up to date
Always attach the correct customer
Add a billing contact to ensure invoices go to the right person

Common Mistakes

Leaving the project in the wrong status
Creating duplicate projects for the same job
Not linking the project to the correct customer
Skipping the contact, which can delay invoices

How to Create a Customer
How to Add and Manage Contacts
How to Create an Estimate
How to Send an Invoice

Quick Mental Model

Customer = who you bill
Contact = who you talk to
Project = where the work and billing happen