Work from the project overview

Open Recurring to see this project’s schedules, their status, cadence, next occurrence, amount, and customer, with links to each schedule and the jobs and invoices it generated.

1. Review estimated, bid, invoiced, unbilled accepted work, and paid totals.
2. Review the project Profit and Loss card.
3. Review purchase orders and accepted subcontract commitments.
4. Review linked bid, job, and invoice activity.
5. Archive and restore a project without changing its status.
6. Use the Overview Danger Zone to delete the simulated project.
7. Open Bids and read progressive billing status and unbilled remaining value.
8. Open Invoices and find the Paid, retention held status.
9. Identify a mirror project and its GC aggregate counts.
10. Upload and version a finish-schedule PDF or spreadsheet.
11. Use pinned-contact notification toggles for job updates and billing copies.
12. Add a pinned project contact with a name, phone number, and email address.
13. Record the contact's consent to receive text messages.
14. Enable en-route and appointment update texts.
15. Enable invoice-copy emails for the contact.

The other project tabs lead into dedicated workflows: Plans and Takeoff, RFIs, Submittals and Specs, and Change Orders. Progressive bid adjustments continue in Progressive Billing and Retention. Mirror creation begins with Sub-Bid Requests and Mirror Projects.