Create a project
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A project is one piece of work for one client — a bathroom refit, a rewire, a extension. Tasks, documents, and invoices all hang off it.
Add the client first; a project needs one.
Create one
Section titled “Create one”Draft: Steps still to be written. The screen is Projects.
What’s on a project
Section titled “What’s on a project”Once created, a project has its own tabs:
- Details — the basics, and where you edit them
- Planning — phases and milestones for longer jobs
- Tasks — the individual jobs
- Documents — quotes, drawings, certificates
- Invoices — what you’ve billed