Projects
What it's for
Projects is for work too big to be one visit — a retrofit, an install, a phased upgrade. A project groups its jobs into phases, carries a contract value, and bills against milestones rather than per job.
Reach it from Customers → Projects in the sidebar, at /projects. The
list describes itself as "Multi-visit jobs with billing milestones."
Tabs
The list has no tabs. Opening a project gives you its phases, milestones, and costing.
Panels and controls
- Columns: Project, Name, Customer, Status, Milestones, Contract value, Billed to date, and Over/(under) billed. Billed to date is a dash when nothing has been billed. Over/(under) billed is a dash when the project has no cost estimate; an under-billing is shown in parentheses. Name, Billed to date, and Over/(under) billed drop off the condensed table.
- New project starts a project for a customer without a quote.
- Browse quotes goes to accepted quotes, which is where most projects start: a quote the customer signed becomes the project it pays for.
- No projects yet is the empty state.
Phase gating
A phase can be set to wait on another. Booking work into a phase whose predecessor is unfinished is refused — "This phase is gated behind <phase>, which isn't complete yet." — unless someone records a reason for going ahead. That is what stops a rough-in being invoiced before the demolition it depends on is signed off.
What it accepts
The list writes nothing itself. New project opens the form at New project; phases and milestones are created and edited on the project record.
How to configure it
- Job costing settings decide how labor, materials, purchase orders, field purchases, subcontractor cost and commission roll into a project's cost.
- Invoicing settings decide what a milestone invoice looks like and whether it needs approval before it is sent.
- Quotes settings decide how an accepted quote converts into a project.
Who can see it
This screen sits behind the Projects area.
Owners, office managers and dispatchers can open it. Technicians cannot — they see the individual jobs a project produces, in the field app. The gate is checked on the server, not just hidden in the sidebar, so a direct link does not get around it.
The full role matrix is on Roles & permissions.