How to Manage Projects

Projects are the job record: customer, status, costs, and billing in one place.

Create a project

1. From the dashboard, click New on Projects, go to Projects → New Project, or create from a customer page.
2. Enter project name and select a customer.
3. Set status (Planned, Active, On Hold, Completed, or Cancelled).
4. Add estimated cost or notes if useful, then save.

While the job runs

• Update status as work moves.
• Log expenses and payments on the project.
• Use phases when you bill by milestone.

Next

When you are ready to bill, see How to Create and Manage Invoices. For customer approvals on estimates, see online estimate approval.