Step-by-Step Guide
Step 1: Navigate to Projects
Click "Projects" in the main navigation menu
You'll see your projects list (empty if you're just starting)
Step 2: Open the Create Project Modal
Click the "Create New Project" button (usually at the top right)
A modal dialog will open with the project creation form
Step 3: Fill in Project Information
Required Fields
Project Name ℹ️
Enter a clear, descriptive name
Example: "Smith Residence Kitchen Renovation"
This appears on all project cards and pages
Start Date ℹ️
Select when work will begin
Use the date picker to choose a date
This helps with scheduling and timeline calculations
Stage
Choose the current stage:
Estimating: For new projects in planning
Pre-Construction: Plans finalized, preparing to build
Building: Active construction
Warranty: Post-completion
Completed: Finished projects
Optional Fields
Job Number / Invoice Code ℹ️
Enter a unique identifier for tracking
This appears on project cards and invoices
Useful for accounting and cross-referencing
Description
Add details about the project
Include scope, special requirements, or notes
Location
Enter the project address or location
Helps with team coordination and logistics
Job Template
Select a pre-configured template if available
Templates can pre-populate phases and tasks
Step 4: Create the Project
Review all entered information
Click "Create Project"
You'll be redirected to the new project page
What Happens Next?
After creating a project, you can:
Add Building Phases: Break down the project into phases
Set Up Budget: Define your project budget
Invite Team Members: Add builders and assign roles
Add Owners: Invite homeowners/clients to view progress
Upload Documents: Add plans, drawings, and specifications
Tips
Use Descriptive Names: Make project names clear and searchable
Set Realistic Dates: Start dates affect scheduling calculations
Add Job Numbers: Helps with invoicing and tracking
Start with Templates: If available, templates save setup time
Common Questions
Q: Can I change project details later?
A: Yes! Click the edit button on the project page to update any information.
Q: What if I don't know the start date yet?
A: You can set a tentative date and update it later. The system will recalculate schedules.
Q: Can I duplicate a project?
A: Currently, you'll need to create a new project and copy information manually. Templates can help streamline this.