Open a project and its tabs

Short answer

Open Projects in the left sidebar — a project appears here once its estimate is accepted. Full steps below.

Steps

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 a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.