Projects

Project settings

Templates, working days, what you call a project and a phase, change-order terms, and whether the crew sends change orders.

Open Settings → Projects:

  • Wording: what you call a project and a phase (for example "Job" and "Stage").
  • Working days and the crew's start time and day length, used to lay out phases and put the crew's days on the dispatch board.
  • Change-order terms: what customers agree to when they approve a change order.
  • The crew can send change orders to the customer from the app: off by default, so the crew's change orders wait as drafts for the office.
  • Templates: the phases and their lengths in working days, and the starting budget lines.