Projects

Projects groups related work orders under one larger job.

Use it when one job runs across multiple phases, visits, or weeks.

With Projects, you can:

• keep related work orders under one project number
• track hours, costs, revenue, and progress
• plan work by project activity when needed

Projects is included in Accelerate and Maximize.

Project Planning is included in Maximize.

Start here

Use this section in two parts:

1. Set up the project structure.
2. Plan the work and track results.

Set up projects

Start here when you create Projects for the first time.

• What is Projects?
• Create a project
• Understand project fields and options
• Set up project statuses and colors
• Use project activities
• Use project templates
• Use project skills and requirements
• Use free fields for projects
• Show project information on work order PDFs

Plan and track projects

Use this part after the project setup is ready.

• Link work orders to projects
• Use the Project Planning Board
• Register hours on a project
• View the total project overview
• Track project budgets and financials

Related topics

• OutSmart Packages
• Work Orders
• Scheduler