Project Name
What it is: The primary identifier for your project
Best practices:
Use clear, descriptive names
Include client name or location
Make it searchable (e.g., "Smith Kitchen Renovation" not "Project 1")
Keep it concise but informative
Where it appears: Project cards, project page title, reports, and throughout the app
Job Number / Invoice Code
What it is: A unique identifier used for tracking and invoicing
Best practices:
Use your company's numbering system
Keep it consistent across projects
Make it easy to reference in accounting systems
This field syncs with invoice codes automatically
Where it appears: Project cards, invoices, financial reports
Note: Job Number and Invoice Code are the same field - entering one automatically updates the other.
Description
What it is: Additional details about the project
Best practices:
Include project scope
Note special requirements
Add important context
Keep it concise but informative
Where it appears: Project overview, project cards (truncated)
Start Date
What it is: When construction work begins
Best practices:
Use actual start dates when known
Set tentative dates if planning
Update as plans solidify
Affects phase scheduling and timeline calculations
Where it appears: Project cards, calendar views, timeline calculations
Location
What it is: The project address or site location
Best practices:
Enter full address when possible
Include city and state
Useful for team coordination
Helps with logistics planning
Where it appears: Project overview, project cards
Budget
What it is: The total project budget
Best practices:
Enter realistic budget amounts
Update as estimates change
Track against actual costs
Use for financial reporting
Where it appears: Financial overview, project cards, budget reports
Note: Budget field is available when editing projects, not during initial creation.
Client Name
What it is: The name of the homeowner or client
Best practices:
Use full names when possible
Keep consistent formatting
Useful for filtering and searching
Helps with client communication
Where it appears: Project cards, project overview, client lists
Stage
What it is: The current phase of the project lifecycle
Stages:
Estimating: Planning and cost estimation
Pre-Construction: Finalizing plans, preparing to build
Building: Active construction work
Warranty: Post-completion warranty period
Completed: Project finished
Best practices:
Start new projects in "Estimating"
Update stage as project progresses
Some features are hidden in certain stages
Stage affects what tabs are visible
Getting Help
Look for the info icon (ℹ️) next to any field for context-specific help text. These tips are customized by your admin and can provide company-specific guidance.