Projects is where you run every job you've got on: what's open, what's overdue, when each one starts and finishes, and what it's worth. Each job is a project, with its own tasks, files, photos and conversation in one place.
Projects comes with every Buildscout plan.
Where Projects is
Click Projects in the sidebar. The Projects section has three pages of its own, listed down the left:
Projects: every job, as a list or as a forecast over the coming months.
Schedule: who is on which site, and when.
Tasks: everything that needs doing, across every job.
Inside a project
Click a project to open it. It opens on its Overview: the job's description, the buttons for what you'll do next, its to-do list and its documents. On the right are Status & dates (open or complete, with its start and finish) and Details (the address, the estimated value, any planning application and who manages it).
The left-hand menu takes you to the rest of the job:
Schedule, Tasks and Chat: the day-to-day work and the conversation about it.
Files: Walkthroughs, Documents and Photos.
Team: Subcontractors, Timesheets and Client portal.
Site: Planning history, the planning applications made at the job's address.
A job from start to finish
Create the project from its address. See How to create a project, or How to turn a lead into a project if you won it from a lead.
Add a start and finish date, so the job shows on your forecast.
Add the first tasks and give them to someone on your team or a subcontractor. See How to manage tasks, or How to ask AI to plan your tasks.
Upload the drawings and the quote. See How to store and share documents.
Add photos of the site as it stands. See How to add and organise site photos.
Talk about the job in Chat. Type @ to make sure the right person sees a message. See How to use project chat.
Once the job is under way, Timesheets shows who was on site and for how long.
When the job's finished, mark it complete. It comes off your forecast, and the team is told. See How to forecast, complete and archive projects.
Why can't I change anything on a project?
The project is complete. A complete project's pages can be read but not changed: nothing can be added, edited or ticked off. A bar across the top says This project is complete. Reopen it to make changes. Click Reopen in that bar to open it again.
Why is Planning history greyed out?
Planning history is looked up by the project's address. A project without one shows Add the project's address to see planning history. Add the address in the Details card on the project's overview.
Who can see a project?
Everyone on your team can see and work on every project. Subcontractors you add to a project see its chat, and only the files you share with them. The estimated value is for your team only.