Open any project and you'll see its status, progress, money totals, and all of its work in one screen. Here's a quick tour.
Project Overview Walkthrough
The Top of the Page
Project name and number: For example, HVAC System Install.
Progress bar: Shows how much of the work is finished. See Project: Tracking Progress and Status.
Status dropdown: Pending, In Progress, Completed, or Cancelled.
Icons: Add Access Notes, Add Internal Notes, Message the Customer, or Edit the project.
Tags: Click + to add tags.
Project Lead: The team member in charge.
Customer and Property
Responsible Party shows who the project is for. Next to it, you'll see the property with its street view and address, so everyone knows where the work happens.
The Timeline
The Timeline card shows the project's start and end dates, plus its money totals: contract price, change orders, total amount, paid amount, and remaining amount.
The Tabs
Overview: A weekly/monthly calendar of scheduled work. View your teams upcoming Tasks, Jobs and Assessments at glance.
Quotes: Every quote linked to the project.
Assessment: Every assessment linked to the project.
Jobs: Every job linked to the project.
Tasks: Quick to-dos for your team.
Invoices: Every invoice linked to the project.
Checklist, Tools, and Photos & docs: Shared files and checklists for the whole project.
The number next to a tab shows how many items are inside it.
The Buttons at the Bottom
Actions holds Delete Project. Save saves any changes you've made.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.