Step-by-step guide to create, organize, and track your construction projects and client contracts
What This Feature Does
The projects feature helps you organize and track your construction projects, manage client relationships, and handle contracts for better project oversight and billing accuracy.
Initial Setup
First-Time Configuration
Navigate to "Projects & Contracts" by clicking "Projects" in the left sidebar
You'll see three main tabs: "Clients", "Projects", and "Contracts"
Start by setting up a client: Click the "Clients" tab
Click "Add Client" to create your first client entry
Required Information
Before you begin, make sure you have:
Client contact information and billing details
Project specifications and timeline
Contract documents or agreements
Project budget and scope information
Day-to-Day Usage
How to Add a New Client
Go to "Projects" in the left sidebar
Click the "Clients" tab
Click "Add Client" button in the top right
Fill in the client information:
Client Name: Company name (e.g., "ABC Construction Ltd")
Contact Person: Primary point of contact
Email: Client's billing email address
Phone: Primary contact number
Address: Client's business address
Add billing details:
ABN/Tax ID: Client's business registration number
Payment Terms: Default payment period (e.g., "30 days")
Click "Save Client"
The client will appear in your clients list
How to Create a New Project
Ensure you have at least one client set up first
Go to "Projects" and click the "Projects" tab
Click "Add Project" button
Fill in the project details:
Project Name: Descriptive name (e.g., "Downtown Office Building - Phase 2")
Client: Select from your existing clients
Status: Choose "Planning", "Active", "On Hold", or "Completed"
