How to Manage Projects in Supahandi

Project management is the backbone of your handyman business. Supahandi's project management system helps you create, track, and manage projects from initial planning through completion, with complete visibility into costs, phases, and profitability.

Getting Started with Project Management

Dashboard Overview

Your home dashboard provides quick access to project management with visual project statistics:

Project Statistics Display

• Total Projects: Real-time count of all projects
• Project Status Breakdown: Visual representation of project statuses
• Quick Project Creation: One-click access to create new projects
• Project Navigation: Direct links to project management interface

Quick Access Cards

The dashboard features a Projects stat card with:

• Project Count: Shows total number of projects
• "New" Button: Direct link to project creation
• Project List Link: Navigate to full project management interface

Three Ways to Create Projects

1. Dashboard Quick Access

• Location: Dashboard (main page)
• Method: Click the "New" button on the Projects stat card
• Best for: Quick project creation while reviewing your dashboard

Features:

• One-click access to project creation
• Maintains dashboard context
• Direct navigation to project form

2. Main Projects Page

• Location: Projects section (click "Projects" in the main navigation)
• Method: Click "New Project" button in the top-right corner
• Best for: Dedicated project management and review

Features:

• Dedicated project management interface
• Access to project list and filters
• Clean, focused interface for project management

3. Customer-Specific Project Creation

• Location: Individual customer pages (click "Customers" in main navigation, then select a customer)
• Method: Use the "Create Project" button in the customer's project section
• Best for: Creating projects for specific customers

Features:

• Pre-populated customer association
• Contextual project creation
• Return navigation to customer page
• Customer context maintained throughout process

Project Creation Process

Step-by-Step Project Setup

Step 1: Access Project Creation

1. Navigate to Creation Form - From dashboard: Click "New" on Projects card, or from projects page: Click "New Project" button, or from customer page: Click "Create Project" in customer's project section

2. Project Creation Dialog Opens - Modal dialog appears with project form, form includes all required and optional fields, and real-time validation provides immediate feedback

Step 2: Fill Project Details

Required Fields:

• Project Name: Enter descriptive project name

  • Must be at least 1 character
  • Should clearly identify the project
  • Example: "Kitchen Renovation - Smith Residence"

• Customer: Select from existing customers

  • Dropdown shows all available customers
  • Customer must exist before project creation
  • Shows customer name for easy identification

• Status: Choose initial project status

  • Active: Project is currently in progress
  • Planned: Project is scheduled but not started
  • Completed: Project has been finished
  • On Hold: Project is temporarily paused
  • Cancelled: Project has been cancelled

Optional Fields:

• Estimated Cost: Enter projected project cost

  • Must be positive number if provided
  • Helps with financial planning and tracking
  • Can be updated later as project progresses

• Notes: Add project-specific information

  • Project details, special requirements
  • Customer preferences, timeline notes
  • Any other relevant project information

Step 3: Submit and Create Project

1. Form Validation - System validates all required fields
2. Project Creation - Project is created in your database
3. Success Feedback - Notification confirms creation
4. Navigation - Redirects to project detail page or project list

Managing Project Status

Available Statuses

Project Status Options:

• Planned: Project is scheduled but work hasn't started
• Active: Project is currently in progress
• Completed: All work has been finished
• On Hold: Project is temporarily paused
• Cancelled: Project has been cancelled

How to Update Project Status

1. Navigate to Project - Go to individual project page
2. Status Dropdown - Click current status to open dropdown
3. Select New Status - Choose appropriate status from list
4. Confirmation - System updates status immediately
5. Visual Feedback - Status badge updates with new color coding

Working with Project Phases

Creating Project Phases

Phase Creation Process:

1. Access Phase Management - Go to project detail page
2. Phase Section - Scroll to "Project Phases" section
3. Create Phase Button - Click "Add Phase" button
4. Phase Form - Fill in phase details:
   • Phase Name: Descriptive name for the phase
   • Estimated Amount: Expected cost for this phase
   • Description: Detailed phase description
   • Start Date: When phase begins
   • End Date: Expected completion date

Phase Status Tracking

Phase Status Options:

• Planned: Phase is scheduled but not started
• In Progress: Phase is currently being worked on
• Completed: Phase has been finished
• Invoiced: Phase has been billed to customer
• Paid: Phase payment has been received
• On Hold: Phase is temporarily paused
• Cancelled: Phase has been cancelled

Managing Phase Status

1. Go to Project - Navigate to the project with phases
2. Find Phase - Locate the phase you want to update
3. Status Dropdown - Click the current status
4. Select New Status - Choose the appropriate status
5. Save Changes - Status updates immediately

Project Financial Tracking

Project Cost Management

Financial Overview:

• Estimated Cost: Initial project cost estimate
• Actual Expenses: Real-time tracking of project expenses
• Phase Costs: Individual phase cost tracking
• Payment Tracking: Customer payments received
• Profit Analysis: Real-time profitability calculations

Financial Display:

• Estimated vs Actual: Visual comparison of projected vs real costs
• Phase Breakdown: Cost analysis by project phase
• Payment History: Complete payment tracking
• Profit Margin: Real-time profitability metrics

Adding Expenses to Projects

1. Go to Project - Navigate to the project detail page
2. Quick Actions - Find the "Add Expense" button
3. Expense Form - Fill in expense details
4. Project Association - Project is automatically linked
5. Save Expense - Expense appears in project financials

Adding Payments to Projects

1. Go to Project - Navigate to the project detail page
2. Quick Actions - Find the "Add Payment" button
3. Payment Form - Fill in payment details
4. Project Association - Project is automatically linked
5. Save Payment - Payment appears in project financials

Project Detail Page Features

Project Information Display

Header Section:

• Project Name: Large, prominent project title
• Customer Information: Customer name and contact details
• Project Status: Color-coded status badge
• Quick Actions: Edit, delete, and navigation buttons

Financial Overview:

• Estimated Cost: Original project estimate
• Total Expenses: Sum of all project expenses
• Total Payments: Sum of all customer payments
• Net Profit/Loss: Real-time profitability calculation
• Profit Margin: Percentage-based profit analysis

Quick Actions Section

Available Actions:

• Edit Project: Modify project details
• Delete Project: Remove project (with confirmation)
• Add Phase: Create new project phase
• View Customer: Navigate to customer detail page
• Add Expense: Quick expense creation for this project
• Add Payment: Quick payment logging for this project

Phase Management Section

Phase List Display:

• Phase Cards: Visual cards for each project phase
• Status Indicators: Color-coded phase status badges
• Cost Information: Estimated and actual phase costs
• Progress Tracking: Visual progress indicators
• Action Buttons: Edit, delete, and status update buttons

Finding and Organizing Projects

Project Search and Filtering

Search Functionality:

• Project Name Search: Find projects by name
• Customer Search: Search by customer name
• Status Filtering: Filter by project status
• Date Range Filtering: Filter by creation or completion dates

Filter Options:

• All Projects: Show all projects
• Active Projects: Show only active projects
• Completed Projects: Show only completed projects
• Planned Projects: Show only planned projects
• On Hold Projects: Show only paused projects

Project List Management

List View Features:

• Project Cards: Visual project representation
• Status Badges: Color-coded status indicators
• Customer Context: Customer name with each project
• Financial Summary: Quick cost and payment overview
• Quick Actions: Edit, view, and delete options

Tips for Better Project Management

When Creating Projects:

• Use descriptive project names (e.g., "Kitchen Renovation - Smith Residence")
• Always link projects to customers
• Provide realistic cost estimates
• Include detailed notes about project requirements
• Set appropriate initial status

For Phase Management:

• Break projects into logical phases
• Set achievable phase deadlines
• Monitor phase costs against estimates
• Keep phase status current
• Add notes for phase completion

For Financial Tracking:

• Update costs and payments regularly
• Properly categorize all expenses
• Record all customer payments
• Monitor profitability throughout project
• Create invoices for completed phases

For Organization:

• Use consistent naming conventions
• Keep project status current
• Update phase information regularly
• Review financial data weekly
• Archive completed projects

Mobile Project Management

Mobile Features

Touch-Friendly Interface:

• Large Touch Targets: Easy-to-tap buttons and links
• Swipe Gestures: Mobile-specific navigation
• Responsive Design: Adapts to all screen sizes
• Optimized Forms: Mobile-friendly form inputs

Mobile Actions:

• Quick Actions: One-tap project actions
• Search Optimization: Mobile-optimized search interface
• Status Updates: Easy status changes on mobile
• Offline Access: PWA functionality for offline use

PWA Integration

Progressive Web App Features:

• Installation: Add to home screen for app-like experience
• Offline Access: View project data without internet
• Background Sync: Automatic data synchronization
• Push Notifications: Real-time updates and alerts

Troubleshooting

Common Issues:

Project Not Saving:

• Check all required fields are filled
• Verify customer is selected
• Ensure project name is not empty
• Try refreshing the page

Phase Not Creating:

• Verify project exists and is active
• Check phase name is not empty
• Ensure estimated amount is valid
• Try creating phase from project detail page

Financial Data Not Updating:

• Refresh the project page
• Check if expenses/payments were saved
• Verify project association
• Try adding financial data again

Mobile App Issues:

• Clear browser cache
• Reinstall PWA if needed
• Check for app updates
• Ensure service worker is enabled

Getting Help

If you need assistance with project management:

• Contact Support: Use the help center contact form
• Video Tutorials: Check our video library for visual guides
• Community Forum: Ask questions in our user community
• Live Chat: Get instant help during business hours

Ready to start managing your projects more efficiently? Try Supahandi's comprehensive project management system today and see how it can help you track projects from start to finish with complete financial visibility.