Project Details
The project detail page is your central hub for managing all aspects of a project. This page provides comprehensive access to project information, financials, scheduling, documents, and more.
Page Layout
The project page is divided into several key areas:
Sticky Header
The header stays visible as you scroll and displays:
Project Identity
- Customer Name - Contact name or company name
- Project ID and Title - Click the pencil icon to rename
- Status Chips - Active/Inactive, Financed, Contact Tags
- QuickBooks Status - Sync status if QB integration is enabled
Contact and Location
- Customer contact information
- Project address with map link
- Team member assignments (click to manage)
Alert Banners
Important alerts appear below the header:
| Alert Type | Description |
|---|---|
| Deleted Contact | Warning if the associated contact was deleted |
| Active Promotions | Shows applicable promotions with validity dates |
| Outside Firm | Red alert if client is owned by an outside firm |
| Client Concerns | Banner showing unresolved concerns |
Navigation Tabs
The main navigation bar provides access to all project sections.
Quick Actions Sidebar
On desktop, a sidebar on the right provides fast access to common actions (see Quick Actions section below).
Property Map
Below Quick Actions, a map card shows the project location with weather information.
Navigation Tabs
The project page has multiple tabs for accessing different aspects of the project. Each tab has detailed documentation:
| Tab | Description | Documentation |
|---|---|---|
| Project Info | Project summary, key details, custom fields, upcoming activities | This page |
| Project Phases | Sales, Design, Production, and Warranty phases | Project Phases |
| Financials | Estimates, change orders, POs, quotes, job costing, invoicing | Financials |
| Contracts | Generated contracts, signatures, and contract history | Contracts |
| Schedule | Activities, appointments, and team schedules | Schedule |
| Files & Photos | Document and photo management | Files & Photos |
| Permits | Permit tracking and inspections | Permits |
| Forms | Custom checklists and inspection forms | Forms |
| History | Notes, activity log, and audit trail | Daily Logs |
The documentation sidebar is organized to match these tabs, making it easy to find help for the section you're working in.
Quick Actions
The Quick Actions sidebar provides one-click access to common tasks:
| Action | Description |
|---|---|
| Daily Log | Record daily construction activity, weather, and crew |
| Add Note | Add a timestamped note to the project |
| Log Time | Record time worked on the project |
| Add Activity | Schedule a new appointment or task |
| Automated Email | Set up automated email sequences |
| Create Change Order | Start a new change order (sold projects only) |
| Generate Template | Print or download document templates |
| Client Invoicing | Access invoicing for this project |
Daily Log
The Daily Log captures:
- Date and weather conditions
- Team members on site
- Work performed
- Photos from the day
- Notes and observations
Add Activity
Opens a dialog to schedule:
- Appointments with the customer
- Internal team tasks
- Site visits
- Follow-up reminders
Create Change Order
Available only for sold projects:
- Click Create Change Order
- Enter change order details
- Add line items
- Submit for approval
Generate Template
Print or download pre-configured document templates:
- Organized by category
- Click the print icon for print preview
- Click the download icon to save
Project Header Details
Editing Project Name
- Click the pencil icon next to the project title
- Enter the new project name
- Click Save
Team Management
Click on the team member avatars to:
- View current team assignments
- Add or remove team members
- Change role assignments
Built-in Team Roles
Standard roles include:
- Salesperson
- Project Manager
- Designer
- Draftsperson
- Design Assistant
- Design Coordinator
- Lead Remodeler
- Lead Painter
- Master Electrician
- Master Plumber
- Estimator
- Intake Person
Custom Team Roles
Your administrator can create custom team roles to match your company's workflow. Custom roles can be:
- Named to match your specific job titles
- Assigned to any team member
Subcontractor Assignments
In addition to internal team members, you can assign vendor contacts (subcontractors) to team roles. This is useful for:
- Tracking which subcontractor is responsible for specific trades
- Including subcontractors in project communications
- Maintaining a complete record of everyone working on the project
To assign a subcontractor:
- Click on the team member section
- Select a role that allows vendor assignment
- Search for the vendor contact
- Select the subcontractor to assign them to the project
Contact Information
The header displays:
- Customer name (links to contact record)
- Phone number (click to call)
- Email address (click to send email)
- Project address (click for directions)
Status Indicators
Active/Inactive Chip
- Green "Active" - Project is currently active
- Gray "Inactive" - Project has been marked inactive
Financed Chip
A blue "Financed" chip with a bank icon appears if:
- The project has a financing plan attached
- Hover to see the financing plan name
Contact Tags
Custom tags assigned to the contact display as colored chips, helping quickly identify:
- Customer categories
- VIP status
- Special requirements
Weather Integration
If the project has a valid ZIP code, weather information displays:
- Current conditions
- Forecast for the project location
- Useful for scheduling outdoor work
Navigating Between Projects
Breadcrumbs
Use the breadcrumb trail at the top to:
- Return to the Projects list
- Navigate to parent project (for change orders)
History Menu
The History dropdown in the toolbar shows recently viewed projects for quick switching.
Change Orders as Projects
Change orders appear as separate project records:
- Linked to the parent project
- Breadcrumbs show the parent project
- Some tabs may be disabled (e.g., Permits, Files)
- Financial data rolls up to the parent project
Tips for Using the Project Page
- Use Quick Actions - The sidebar provides the fastest access to common tasks
- Check Alerts - Always review any alert banners at the top of the page
- Navigate with Tabs - Use the tab bar instead of browser back/forward
- Manage Team Early - Assign team members when the project is created
- Log Daily - Use the Daily Log feature regularly for accurate project history
- Track Everything - Use Notes and Activities to maintain a complete record
Related
- Creating Projects - How to create new projects
- Boards - Managing projects in the pipeline view
- Estimates Overview - Working with project estimates