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Projects (Multi-Phase Work)

Quick version: Projects let you group multiple site visits, estimates, and jobs under one umbrella. Use them for bigger work that happens over several days or phases -- like a bathroom remodel or a full HVAC install.

What Is a Project?

A project is a container for work that's too big for a single job. It ties together:

  • Site visits across different phases (estimating, work, callbacks)
  • Estimates for pricing the work
  • Jobs for tracking the actual work
  • Photos to document the project

Think of it this way: a job is one trip to a customer's home. A project is the whole engagement from first visit to final walkthrough.

When to Use a Project vs. a Single Job

| Use a single job when... | Use a project when... | |------------------------------|--------------------------| | The work takes one visit | The work takes multiple visits | | It's a simple repair or install | It's a larger remodel or multi-day install | | One estimate covers everything | You might need multiple estimates or phases | | Example: fixing a leaky faucet | Example: full kitchen plumbing rough-in + finish |

Project Statuses

Projects move through these stages:

| Status | What It Means | |--------|--------------| | Estimating | You're still assessing the work and building the estimate. | | Approved | Customer approved the estimate. Ready to schedule work. | | In Progress | Work visits have started. | | Completed | All work is done. | | On Hold | Work paused temporarily. | | Cancelled | Project was called off. |

Creating a Project

  1. Go to Projects in the left sidebar.
  2. Click New Project.
  3. Pick a customer. The project gets named automatically using the customer's last name and your title (e.g., "Smith - Bathroom Remodel").
  4. Enter a title for the project (e.g., "Bathroom Remodel").
  5. Add a description (optional).
  6. Set the project address if it's different from the customer's address on file.
  7. Click Create Project.

The project starts in Estimating status.

Site Visits and Phases

Projects organize site visits into three phases:

Estimating Phase

The first visit to assess the job and build an estimate. When you create a project, an estimating visit and a draft estimate are created automatically.

Work Phase

These are the visits where the actual work gets done. Once the customer approves the estimate, you schedule work visits. When the first work visit starts, the project automatically moves to In Progress.

Callback Phase

Return visits after the main work is done -- for inspections, touch-ups, warranty issues, or follow-up work. Callback visits are linked to the project's job automatically.

Tracking Progress

On the project detail page, you can see:

  • All visits grouped by phase, with their dates and statuses
  • Linked estimates and their approval status
  • The associated job and its status
  • Project photos
  • Customer contact info and project address

As visits are completed, the project page updates to show overall progress.

Updating Project Status

  1. Open the project from the Projects list.
  2. Use the action buttons at the top:
    • Approve -- when the customer accepts the estimate.
    • Start Work -- when you begin the first work visit (this usually happens automatically).
    • Mark Complete -- when all work is done.
    • Put On Hold or Cancel -- from the three-dot menu.

Tips

  • Project names are auto-generated as "LastName - Your Title" so they're easy to scan in a list.
  • You don't need to create a project for every job. Most simple repairs and one-visit installs work fine as standalone jobs.
  • Projects are best for work where you'll be going back to the same site multiple times.
  • The project status updates automatically when work visits start, so you don't need to track it manually.
  • You can add photos to the project separately from individual job photos -- useful for documenting the overall scope.

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