Create a project and track its key events
Leads from your site, the pipeline, projects, follow-ups and form submissions.
Included on Growth and Enterprise. Compare plans
See it work
How it works
- New project: one job for one customer. Pick or add the customer, then Title, Kind of work, Status, Value, Address of the job, Start, Done by and Description, then Create project.
- A new project starts with these key events to track: Site visit, Estimate sent, Deposit received, Work starts, Work complete, Final payment. Others: Contract signed, Materials ordered, Inspection, or your own.
- On the project, "Add a key event" adds one with a date; tick it off when done. Overdue ones are flagged.
- From a customer's page, + New project starts one for them.
More on customers & leads
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