1. Purpose of this page
Manage all client work containers end-to-end.
2. Main functionality
- Create and track projects by status and timeline.
- Use project detail as the execution hub.
- Link
estimates, quotes, invoices, time, and expenses.
3. Where to start
Start with New Project and link it to a client.
4. What to do next
Build an estimate, convert to quote, then track delivery.
Practical tips
- This is where all your client work lives. Each project is a container for estimates, quotes, invoices, time,
and expenses for one piece of work.
- Start by clicking New Project to link it to a client. From there you build an
estimate, turn it into a quote, and once accepted, track time and expenses against it.