Projects Documentation

To set up a new project, click 'New Project' under the Projects section. Input the project title, target budget, start and end dates, and address. You can assign a dedicated project manager and team members. To save time, you can clone existing project structures using job templates.

Create custom tags like 'Commercial', 'Residential', 'Renovation', or 'In-Review' to quickly filter your project list. Custom fields allow you to track specific metrics such as permit numbers, subcontractor keys, or material delivery status that are unique to your business workflow.

Once all tasks are completed and final payments are cleared, change the project status to 'Archived'. Archived projects are preserved with all documents, photos, and chat logs intact for historical reference, but they are hidden from your main active dashboard so you can focus on current work.

The main directory gives you an immediate bird's-eye view of all ongoing work across your organization.

• Quick Filters & Search: At the top left, you can quickly toggle views between All Projects, My Projects, or My Favorites. A global search bar allows you to find specific projects instantly, while the Filters button lets you drill down by custom criteria.
• Creating a Project: Tap the blue + New Project button in the top right corner to initialize a new job site or workflow.
• Project Cards: Each visual card represents a distinct project. Each card displays critical metadata at a glance:
  • A star icon to instantly favorite the item.
  • An image carousel with navigation dots to flip through recent project photos.
  • Vital stats showing duration dates, site addresses, client names, and assigned project tags.
  • A bottom status bar tracking totals for photos, documents, outstanding tasks, and team comments.

When you select an individual project, a dedicated management layout opens. A powerful control sidebar anchors the right-hand side of the screen across all tabs to keep core tools accessible:

• Project Details: Displays the exact geo-location and the last update timestamp.
• Quick Actions: A rapid-access grid allowing you to immediately Add Photos, Upload Doc, leave a Comment, Add a Task, or Create Report.
• Crew Members & Metadata: Shows visual avatars of all active crew members on the job, a customizable project Description field, and active Project Tags.
• Upcoming & Overdue Alerts: Highlights critical delays (e.g., showing a task marked as "1 day overdue") to ensure nothing slips through the cracks.
• Live Comment Feed: A dedicated, thread-style collaboration pane at the far right where crew members can leave text notes with automated timestamps.

Inside a project, work is segmented into five core tabs located directly underneath the main project title and status bar:

• A. Photos Tab: The Photos tab serves as your visual media repository. Media assets are automatically categorized chronologically by the exact upload date. You can search media, switch between grid or list views, and utilize the Group, Sort, and Date parameters to isolate specific on-site visual updates.
• B. Documents Tab: The Documents tab handles your administrative files, such as PDFs and blueprints. Much like photos, files are sorted by date and present a clean layout showing file formats, exact sizes, the uploader’s identity, and context indicators like attached comment counts.
• C. Tasks Tab: For workforce delegation, the Tasks tab relies on an intuitive, Kanban-style layout split into three distinct columns: To Do, In Progress, and Done. Individual task cards call out strict priority labels (Low to High), due dates, and custom tags. The top toolbar gives you pinpoint filtering capabilities based on Priority, Status, Crew Members, or specific Due date ranges.
• D. Reports Tab: When it comes time to summarize field data or safety checks, the Reports tab provides a clean workspace. If no documentation has been compiled yet, you can use the Load Template action to pull from preset organizational layouts, or click + New Report to construct an operational brief from scratch.
• E. Timeline Tab: For full operational accountability, the Timeline tab behaves as an immutable system ledger. It logs every event across the project lifecycle—such as Project Updated, MEDIA FILE UPLOADED, or MEDIAFILE TRANSFER OUT. Each ledger entry breaks down the exact raw system payload data, including specific file names, unique system Trace IDs, relative timestamps, and the identity of the operator who triggered the action.