Projects

01The project list

Click Projects in the top nav.

1. List / Pipeline view toggle. List view for scanning, Pipeline (kanban) view for drag-between-status workflow.
2. + New Project. Orange button, top right.
3. Search. Filters by project name, customer name, or address.
4. Status filters. All / Active / On Hold / Completed / Cancelled, with a Show Archived toggle on the right.
5. Project card. Customer, address, status chip, project type, job count, bid count, estimated value. Click the card to open the project.

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The pipeline view is useful when you want to see your engagements moving through stages (estimating → scheduled → in progress → wrapping → completed). Drag a card to a new column to update status.

02Create a project

Click + New Project. The customer picker comes first; once a customer is locked, the rest of the form appears.

1. Customer. Locked in from the picker. Required.
2. Project Name. Optional but useful. Distinguishes “Smith Residence Kitchen” from “Smith Residence Bath” when one customer has more than one project at the same address.
3. Street Address. Required. The project’s physical location, separate from the customer’s billing address. (City, State, ZIP autofill below.)
4. Project Type. Residential / Commercial / New Build / Remodel / Service Call / Maintenance / Other.
5. Status. Defaults to Active. Change to On Hold or Completed later from the project detail page.
6. More details (collapsible). Description (scope), estimated value, start/end dates, access information (gate codes, lockbox codes, parking notes).
7. Add Project. Submit. You’re taken to the new project’s Overview tab.

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03The Overview tab

Open any project to land on the Overview tab. This is your project snapshot.

1. Financial summary. Estimated value (the original bid total), total bid value (all bids combined), total invoiced (all invoice amounts), total paid (collections to date), committed cost (PO totals).
2. Description. Scope of work.
3. Customer link. Click to jump to the customer detail.
4. Address + access info.
5. Project dates. Start and end.
6. Activity timeline. Recent events: jobs scheduled, invoices sent, RFIs answered.

The financials update in real time as you bid, invoice, and collect.

04Project detail layout

Open any project to land on this layout. The tab bar is the entry point to every aspect of project work, and the cards below it are the live financial roll-up.

1. Header actions. Edit (rename, change type), Archive (hide from default list), Customer (jump to the customer detail).
2. Overview tab. Active tab — the financial roll-up sits here.
3. Tab bar. Thirteen tabs total, listed in detail below. Counts (the small numbers next to Jobs, Invoices, RFIs, etc.) reflect open items.
4. Profit & Loss card. Lifetime view: Invoiced, Outstanding, Total cost, Gross profit. Bar chart breaks cost down into Labor / Materials / Expenses / Bills.
5. Committed Cost. Total of every Sent + Received PO against the project’s budget. Negative number under the total means you’re under budget.
6. Financial Summary. Estimated Value (the original bid), Total Bid Value (every bid combined), Total Invoiced, Total Paid.

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The 13 tabs in detail

• Overview — the financial roll-up shown above.
• Plans — drawings and PDFs, with the interactive takeoff (see Plans & Takeoff).
• Bids — your proposals for this project.
• Jobs — scheduled and completed work orders.
• Invoices — billing.
• POs — purchase orders to vendors.
• Bills — vendor invoices, with three-way match against POs.
• RFIs — requests for information (see RFIs).
• Submittals & Specs — sub-to-GC product/material approvals (see Submittals & Specs).
• Change Orders — customer-initiated scope changes (see Change Orders).
• Timesheet — labor hours logged on this project.
• Schedule — project timeline view.
• Messages — project-specific conversations.
• Files — non-plan documents (contracts, photos, etc.).

Everything you create from within a project auto-links back. Create a job from the Jobs tab and it’s pre-associated; same for bids, invoices, POs, and the rest.

05Status, archive, and the financial roll-up

Status. Active (default) / On Hold (paused but not archived) / Completed / Archived.

Mark Completed when work wraps. Project moves to the Completed filter; financials are frozen at their final values.

Archive to hide a completed project from the default list. Toggle “Show Archived” on the list page to bring them back.

Financial roll-up. As you bid, invoice, and collect, the Overview tab numbers update automatically. No manual recalculation. The same numbers feed Analytics → P&L → Project P&L for cross-project comparisons.

06Mirror projects (for sub-contractor work)

If you’re a sub working with a GC who’s on Conduit, when they invite you to bid on their project and you accept, Conduit auto-creates a mirror project in your account that syncs name, address, and status from the GC’s source project. You work in your mirror; the GC sees your work aggregated into their project view.

If you’re a GC, when subs accept your bid invitations, mirror projects are created on their side automatically.

The full mirror-project flow is in Sub-Bid Requests & Mirror Projects.

That’s projects. Next: Creating a Bid.