If you run your work job by job, a Project is your folder for the whole engagement — the kitchen remodel, the office fit-out, the deck build. Every quote, invoice, and order you tag to that job lands in one place, so you can see the job's full paper trail at a glance.
What You'll Need
Before you start: Turn on Projects once. Open the side menu, tap Settings, tap Projects under Invoicing & documents, and check Use projects. A Projects entry appears in your menu and a Project field appears on your documents. Full walkthrough: How to Show Project Names on Invoices.
Steps
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Open Projects from the side menu, then tap the + button to start a new job. Or add one straight from a customer — open the customer and tap Add project.
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Pick the customer this job is for, then give the project a name you'll recognize — "Miller Kitchen Remodel", "Unit 4 Office Fit-Out".
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Set a status and dates — choose a status like Pending, Awarded, In progress, or Closed, and set start and end dates if you know them. Tap Save.
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Tag your documents to the job. When you create or edit a quote, invoice, sales order, or cash sale for that customer, tap the Project field and pick the job. From now on that document belongs to the project.
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See the whole job. Open the project and tap the Transactions tab — every quote, order, invoice, and cash sale you tagged shows in one list, newest first.
Good to Know
- Projects belong to a customer. Pick the customer first; the Project field only lists jobs for the customer on that document.
- Set a default job for a repeat customer. Turn on Set as default when editing a project, and new documents for that customer pre-fill with it — handy when a client keeps one job running.
- Custom statuses. In Settings → Projects → Manage project statuses you can add your own, like "Awaiting deposit" or "Materials ordered".
- Print the job name on the PDF so clients see which job they're being billed for — see How to Show Project Names on Invoices.
- Did the job make money? Once invoices are tagged, you can see what the job has brought in — see See if a Job Made Money.
Still stuck? Contact Support for help.