Reuse a Project Setup as a Template Run the same kind of job over and over? Save a project's sub-statuses and checklists once and clone it for every new client. Checklists Projects Workflows

Start a project from an approved estimate Your client just approved the estimate. Spin it straight into a project so the scope, line items, and client are already wired up. Estimates Projects Workflow

How to bill clients as an architect Phase-based fees from concept to construction docs — milestone billing that mirrors the work, with a deposit up front and a project to track every stage. Estimates Milestone Billing Projects

Log Billable Expenses Before You Forget Quickly record costs as they happen so nothing slips through at invoice time. Billing Workflow Expenses Projects

Handle Revisions and Keep Client Chat in One Place Use project discussions to capture feedback and avoid scattered email threads — so every revision lives next to the work it's about. Client Collaboration Projects Revisions

Organize a Project With Sub-Statuses and Checklists Build a repeatable pipeline so every project moves through the same clear stages. Checklists Projects Workflow

See If a Project Actually Made Money Use expenses and billed time to check a project's margin before you quote the next one. Margin Profitability Projects

Estimate to Deposit to Project to Final Invoice, End to End Run a whole job from approved quote and deposit through delivery and the final bill. Estimates Invoices Projects

Attribute an expense to a project Assign an expense to the project it belongs to and project reports show real margin: invoice revenue minus attributed costs. Expenses Projects Reporting

Switch between docket and card views Flip any list between a dense docket of rows and a card board with one toggle; each item wears its status as a dot and a chip. Projects Views