A clearer overview of each Project
See agreed work, money, upcoming Visits and costs together when you open a Project.
Value and problem solved
When a Customer calls about a Project, you need to find the important details without opening a string of different screens. The Project overview now puts the work and its finances together.
At the top, the money summary shows the value agreed through accepted Quotes and Variations, how much has been invoiced, how much has been paid and the amount left to invoice. Where an issued Invoice still has a balance, the amount owed is visible too. These figures are shown to people with permission to see prices.
Below that, upcoming Visits show when the team is due, what they are attending for and who is going. Open a Visit from its row or book another from the Project. Costs so far brings labour, materials and other costs into one view, while Quotes, Variations and Invoices sit together with their values and statuses. Available actions follow the status of each document.
Customer, Site and Project details are alongside the work, with contact links where details are available. You can edit the Project title in place, add a cost or prepare a Quote, Variation or Invoice from the overview. When the work is ready, Complete work opens the existing Complete, Sign, Invoice and Get paid flow.
Who it’s for
Owners and office staff checking progress, responding to a Customer or planning the next attendance. The overview brings the information needed for those conversations into the Project instead of leaving it scattered across separate lists.