Project Management

Short Description

Projects are the main place where site work is organized. Each project keeps the address, project type, client details, status, budget, materials, tasks, team, finance, photos, and keys together.

Instead of searching through chats for who bought what, what is finished, or which access code belongs to the site, the team can open the project and find the current information.

This is useful for foremen who manage several objects at once and need a quick way to understand what is open, what is done, and what still needs attention.

Quick Guide

1. Go to Projects.
2. Select New Project.
3. Enter the project address and type.
4. Add a short project description.
5. Open the created project.
6. Add materials, work tasks, staff, and project info.
7. Update project details when client, budget, or deadline changes.

Practical Use Case

A foreman creates a project for an apartment renovation, adds the client contact, sets the budget, and keeps all work tasks and site details inside the same project page.

Pro Tip

Use clear project names or addresses. When several sites are active, the project list becomes much easier to scan.