Managing Projects

After you create a project, the project detail page becomes your central hub for everything related to that job — from documents to crew activity to financials.

Project Detail Tabs

The project detail page is organized into tabs:

• Overview — key details, status, budget vs. actual summary
• Documents — contracts, plans, permits, and specs
• Photos — job site photos uploaded by you or your crew
• Time — all time entries logged against this project
• Invoices — invoices linked to this project
• Estimates — estimates created for this project
• Notes — internal notes visible to your team

Updating Project Details

Click the Edit button (pencil icon) on the Overview tab to update any project field: name, client, address, budget, dates, or description. Changes are saved immediately.

Changing Project Status

Use the Status dropdown on the Overview tab to move a project through its lifecycle:

• Pending — won but not started
• Active — work in progress
• On Hold — temporarily paused
• Completed — job finished
• Cancelled — job did not proceed

The dashboard metrics automatically reflect status changes.

Adding Photos

Field photos are valuable for documentation and dispute resolution. To add photos:

1. Open the Photos tab on the project
2. Click Upload Photos or drag and drop files
3. Add an optional caption for each photo
4. Click Save

Your crew can also upload photos directly from the mobile app when they're on site.

Tracking Budget vs. Actual

The Overview tab shows a live comparison of your estimated budget against actual costs (labor hours + invoice totals). If actual costs are approaching the budget, you'll see a visual warning so you can act before going over.

Archiving and Deleting

To keep your Projects list clean, you can Archive a completed project. Archived projects are hidden from the main list but fully accessible via the Archived filter. Deletion is permanent and only available to Owners and Admins.