Project Info And Keys

Short Description

Project Info keeps the details that are easy to lose in chat: address, project type, status, budget, deadline, photos, and keys.

Keys are flexible records for important site information. They can be used for access codes, gate instructions, lockbox notes, utility references, or other details the team needs on site.

Keeping these details inside the project helps new team members understand the site faster and reduces repeated calls for basic information.

Quick Guide

1. Go to Projects.
2. Open the required project.
3. Select Info.
4. Review project details.
5. Open Edit Project to update client, budget, or deadline.
6. Add a key title and value.
7. Review project photos when needed.

Practical Use Case

A foreman stores the lockbox code, client contact, and project deadline in the Info tab so the crew can find details without asking in chat.

Pro Tip

Use clear key titles like "Gate code", "Lockbox", or "Main contact". Short labels make the list usable on a busy site.