Projects

Short answer

A project is created automatically when a client accepts an estimate. The project dashboard has tabs for Overview, Financials, Photos, Documents, Logs, Change Orders, Work Orders, Schedule, Messages and Team.

Open a project and its tabs

1. Open Projects in the left sidebar — a project appears here once its estimate is accepted.
2. Click the project to open its dashboard.
3. Use the tabs: Overview, Financials, Photos, Documents, Logs, Change Orders, Work Orders, Schedule, Messages and Team.

If a job is not listed, its estimate has not been accepted yet.

Rules and limits

• An estimate must be accepted before it appears under Projects.

Still stuck?

If WinkScope does not behave the way this page describes, do not work around it. Open a ticket from Support > My Tickets with the page you were on and a screenshot, and the team will look at the account directly.