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Creating a Project

Projects are the foundation of all work in the system.
They connect clients, properties, services, jobs, and billing.

To support different operating styles, there are two ways to create a project.

Choose Your Workflow​

Simple Project Creation (Default)​

Best for:

  • High-volume work
  • Low-complexity projects
  • Teams that prefer flexibility
  • Creating projects on the fly

➡️ Simple Project Creation

Project Wizard (Streamlined Setup)​

Best for:

  • Firms doing repeatable work
  • Standardized scopes and services
  • Quickly defining property + services together
  • Reducing setup decisions later

➡️ Project Wizard

Important Note​

Both workflows:

  • Create the same project record
  • Follow the same validation rules
  • Can be edited or expanded later

The difference is how much structure you apply up front.