Projects

Overview

Manage every stage of your project, from the first quote to the final retention claim.

Project Quotes

Create a new project quote and then convert it to a job after the quote is accepted. Learn more in:

• Create a Project Quote
• Structure Your Project
• Build Your Project
• Optional Quotes
• Retention
• Breakdown Table
• Project Overview

Project Jobs

Either convert a project quote to a job after the quote is accepted, or create a new project job from scratch. Learn more in:

• Create a Project Job
• Structure Your Project
• Build Your Project
• Variations
• Retention
• Schedule a Project
• Project Stock
• Breakdown Table
• Project Overview

Project Invoices

Raise progress claims to invoice for part of a job, such as when one stage of a project has been completed.

You can claim a percentage of the total value, manually enter a claim amount, or claim per item.

Learn more in:

• Progress Claims
• Retention Claims
• Apply Payment