Projects Overview
Projects are the core of Readybuild, tracking everything from initial lead to completed job.
What is a Project?
A project in Readybuild represents a potential or actual job. Projects can be:
- Leads - Initial inquiries and opportunities
- In Progress - Active sales opportunities
- Sold - Contracted work
- In Production - Active jobs in progress
- Completed - Finished projects
Key Features
- Contact Association - Link projects to customers
- Stage Tracking - Move projects through your pipeline
- Estimates - Build detailed project pricing
- Contracts - Generate proposals and collect signatures
- Vendor Quotes - Request pricing from suppliers
- Purchase Orders - Order materials and services
- Document Storage - Attach files and photos
- Activity History - Track all changes and communications
- Custom Fields - Capture industry-specific data
Project Navigation
When viewing a project, navigation tabs provide access to all project functions. The tabs mirror this documentation structure:
| Tab | Purpose |
|---|---|
| Project Info | Project summary, key details, and custom fields |
| Project Phases | Sales, Design, Production, and Warranty phases |
| Financials | Estimates, change orders, POs, invoicing, and job costing |
| Contracts | Proposals and signed agreements |
| Schedule | Gantt schedules, activities, and appointments |
| Files & Photos | Documents, photos, and attachments |
| Permits | Permit tracking and inspections |
| Forms | Custom checklists and inspection forms |
| History | Notes, activity log, and audit trail |
Documentation Structure
This documentation is organized to match the project page navigation:
Getting Started
- Creating Projects - How to create new projects
- Project Details - Understanding the project page layout
Project Phases
- Sales Phase - Lead tracking and closing
- Design Phase - Design tasks and approvals
- Production Phase - Construction management
- Warranty Phase - Post-completion tracking
Financials
- Financials Overview - Financial management overview
- Estimates - Creating and managing estimates
- Change Orders - Scope modifications
- Vendor Quotes - Requesting vendor pricing
- Purchase Orders - Ordering materials
- Job Costing - Cost tracking and analysis
- Invoicing - Customer billing
Other Project Sections
- Contracts - Contract generation and signatures
- Schedule - Project activities and calendar
- Files & Photos - Document management
- Permits - Permit tracking
- Forms - Custom project forms
- Daily Logs - Recording daily activity
Pipeline Management
- Project Boards - Visual pipeline management