Projects
Organize every job site with work orders, assets, photos, and measurements.
11 articles- Create your first projectProjects are the home for every job. Create one from + or start from the camera.
- Add work orders to a projectWork orders are the unit of execution inside a project. Create and assign them here.
- Attach assets to a projectLink the equipment you service to a project to keep a full history in one place.
- Organize work with tagsUse one tag bank for projects, work orders, and checklists, and a separate bank for media.
- Track work order status and due datesUpdate a work order's status, priority, and due date so everyone knows what's next.
- Manage assets and asset groupsCreate the equipment you service, sort it into groups, and link it to projects and work orders.
- Manage tasks and TodoAdd to-dos on a project or work order, and use the mobile Todo hub across jobs.
- Manage notificationsStay on top of due work and team activity from the notifications center.
- Organize with AITurn notes or a transcript into a draft plan of work orders and tasks from Project detail → Organize tab → Organize with AI.
- Add and manage clientsKeep client contacts in one place and link them to projects.
- See team activityFollow what teammates captured and changed on Overview and in the app.