Group estimates and change orders into projects
A project is a job for a customer, like a parking lot or a driveway. It keeps related estimates in one place.
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1See all projects
Click Projects in the top menu. Search by project, customer or address and rename projects in place.
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2Assign an estimate to a project
In the estimate editor, type in Project / Job. Pick an existing project, or type a new name to create one under the linked customer.
