Projects
Most work is a job: show up, do it, invoice it. Some work isn’t — a full landscape install runs for weeks, across several crews, with materials ordered up front and payments taken in stages. A project is the container that holds all of it together.
Professional and up (projects). Requires projects.view.
When to use one
Use a project when the answer to “did we make money on that?” spans more than one job or invoice. A patio install with three phases, or a commercial property’s full season.
Don’t use one for ordinary recurring work. Mowing every Tuesday is a recurring job, not a project — a project around it just adds a layer to click through.
What a project holds
- Jobs — the individual visits or phases
- Estimates and invoices — including deposits and progress billing
- Costs — materials, labor and equipment across every job in it
- A budget, if you set one
The point is the rollup: total quoted, total spent, total invoiced, and what’s left.
Creating one
Projects → New project. Give it a name, the customer, and a property. Then attach jobs to it as you create them, or attach existing ones from the project.
Watching the money
The project view shows committed cost against budget as the work progresses. That’s the number that tells you a job is drifting while you can still do something about it — not after the final invoice.