A project is where everything for a job lives: photos, files, tasks, checklists, reports, and notes. Most companies create one project per job or address.
Create a project on the web
Go to Projects and click New Project.
Search for the address, or click Current Location if you're on site.
Name the project, for example with the customer's name or job number.
Click Create Project.
Create a project on your phone
Tap the + button at the bottom of the screen and choose New Project. Standing at the job? Use your current location instead of typing the address.
Add details and tags
Open the project, click the menu (⋮), and choose Edit Project Details to add a description, a contact, or other details. Click Add Tag to label the project, for example "In Progress" or "Phase 1," so you can filter projects later.
Choose who's on the project
Choose Project Team from the project menu to add or remove people. Crew and Limited users only see the projects they've been added to.
When the job is done
Archive the project to move it out of your active list. Nothing is deleted, and you can unarchive it any time.