Overview

Projects are designed for work that goes beyond a single ticket. Whether it's a full network deployment, a multi-device setup, or a large-scale repair operation, projects help you organize everything in one place.

Project List

The Projects page shows all your projects in a table view with key information at a glance:

• Project Number - Auto-generated unique identifier (format: PRJ-YYYYMM-XXXX)
• Subject - Brief title describing the project
• Customer - The customer associated with the project
• Status - Current project status (color-coded badge)
• Priority - Urgency level (Urgent, High, Medium, Low)
• Progress - Visual progress bar based on completed tasks
• Assigned To - The team member responsible for the project
• Target Date - Expected completion date

Filtering & Searching

Use the secondary sidebar to quickly filter projects:

• Active Projects - Shows all non-completed, non-cancelled projects
• Status filters - Planning, In Progress, On Hold, Review, Completed, Cancelled
• Search - Search by project number, subject, or customer name

The sidebar also shows a summary with counts for Planning, In Progress, On Hold, and Completed (this month).

Creating a Project

Click the "+ New Project" button on the Projects page to create a new project.

Required Fields

• Customer - Select the customer for this project
• Subject - A brief title describing the project scope

Optional Fields

• Description - Detailed description of the project scope and requirements
• Assigned To - Team member responsible for this project
• Status - Initial status (defaults to "Planning")
• Priority - Urgency level (defaults to "Medium")
• Start Date - When work is expected to begin
• Target Date - Expected completion deadline
• Location - Which business location this project belongs to
• Notes - Internal notes about the project
• Line Items - Add products/services with pricing at creation time

Converting a Ticket to a Project

When a ticket grows in scope and needs to become a larger project, you can convert it directly:

What Happens During Conversion

• A new project is created with the ticket's subject, description, customer, assigned technician, priority, notes, and location
• The original ticket is automatically linked to the new project
• The ticket's status changes to "Converted"
• The project records the source ticket for reference
• You are redirected to the new project's detail page

Project Statuses

Projects move through the following statuses during their lifecycle:

Status	Description	When to Use
Planning	Initial stage, defining scope and requirements	Project has been created but work hasn't started
In Progress	Active work is being done	Team has started working on the project tasks
On Hold	Work is temporarily paused	Waiting on parts, customer approval, or other blockers
Review	Work is done, pending final review	All tasks complete, needs quality check or customer sign-off
Completed	Project is finished	All work done, invoiced, and ready to close
Cancelled	Project was cancelled	Customer cancelled or project is no longer needed

Task Checklist

Each project has a built-in task checklist to break down work into manageable steps. Tasks are the primary way to track progress on a project.

Adding Tasks

1. Navigate to the project's Tasks tab
2. Type a task title in the input field at the bottom
3. Press Enter or click "Add"

Completing Tasks

Click the checkbox next to any task to mark it as completed. The project's progress bar automatically updates based on the ratio of completed tasks to total tasks.

Managing Tasks

• Check/Uncheck - Toggle task completion status
• Delete - Remove a task from the checklist (click the X button)

Linked Tickets

Projects can link to multiple existing tickets, creating a hub for all related work.

Linking a Ticket

1. Go to the project's Linked Tickets tab
2. Click "Link Ticket"
3. Search for the ticket by number or subject
4. Click "Link" on the ticket you want to connect

Unlinking a Ticket

Click the "Unlink" button next to any linked ticket to remove the association. This does not delete the ticket — it only removes the link.

Viewing Linked Tickets

Click on any linked ticket's number or subject to navigate directly to that ticket's detail page.

Line Items & Pricing

Projects include a full line items system for tracking costs and generating financial documents.

Managing Line Items

1. Navigate to the Line Items tab
2. Click "+ Add Line Item" to add a new row
3. Select the type (Product or Service)
4. Enter a description, quantity, and unit price
5. The line total calculates automatically
6. Set the tax rate if applicable
7. Click "Save Line Items" to persist changes

Totals

The totals section shows:

• Subtotal - Sum of all line item totals
• Tax Rate - Configurable tax percentage
• Tax - Calculated tax amount
• Total - Final total including tax

Generate Estimates & Invoices

One of the most powerful features of projects is the ability to generate estimates and invoices directly from the project's line items.

Generating an Estimate

1. Ensure your project has line items with pricing
2. Click "Generate Estimate" in the header or action bar
3. Confirm the action
4. A new draft estimate is created with all the project's line items copied over
5. You are redirected to the new estimate where you can review and send it

Generating an Invoice

1. Ensure your project has line items with pricing
2. Click "Generate Invoice" in the header or action bar
3. Confirm the action
4. A new draft invoice is created with all the project's line items copied over
5. You are redirected to the new invoice where you can finalize and send it

Comments

Use the Comments tab to add notes, updates, and communication about the project.

• Type your comment in the text area and click "Post Comment"
• Comments show the author name and timestamp
• Click the X button to delete a comment

Frequently Asked Questions