A project is the home base for a job. Tie it to a client and everything that job touches gathers on one page: its estimate, invoices, checklists, discussions, tracked time, and expenses.
When you’d use this
Create a project for any job that will outlive a single invoice: a website build, a kitchen remodel, a monthly retainer with ongoing tasks. Quick one-off work can live on an invoice alone, but as soon as there is time to track, expenses to attribute, or a client conversation to keep, a project gives all of it one address. The payoff arrives at the end, when the project report shows revenue against cost and tells you whether the job was worth doing.
Create a project
- Go to Projects and choose New.
- Give the project a name that you and your client will recognize.
- Tie it to a client so the job has an owner.
- Save. The project opens to its own page, ready for the rest of the job’s pieces.
The project lifecycle
Every project moves through a lifecycle: drafted, then submitted, then approved, and finally completed or denied. These transitions are guarded, so a project advances in order rather than skipping ahead.
Tip: The lifecycle covers the big phases. When you need to describe the in-between steps your process actually uses, layer on your own sub-statuses.
FAQ
Do I need a project to send an invoice?
No. Invoices stand on their own. A project is for organizing work and understanding profit, not a prerequisite for billing.
Can a project have more than one invoice?
Yes. Bill deposits, milestones, and tracked time as separate invoices from the same project; the project totals them.
Can the client see the project?
Only what you share. Discussions and client-shared checklists are visible in the portal; internal checklists, time, and expenses are not.
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