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Create a Project

Darren Knight Updated by Darren Knight

To start estimating, create a project. Projects can be created from the web app or the mobile app.

On Web

To create a project in the web app:

  1. Click the New Project button in the primary navigation.
  2. Edit the project name directly in the top banner.
  3. To update client information, click Edit in the client info module.
    1. If you're on the PRO subscription you can associate an account to populate the client information.

After creating a project, it displays the information as follows:

  • The placeholder project name. This defaults to the date/time the project was created. Users can update the project name by clicking the Edit button in the Client Info card (In this example, the project name is updated as Project B.)
  • Pre-fill the zip code (To update the zip code information, please refer to the HelpDoc: Company Info)

The client information is optional. Pricing data is based on the ZIP/Postal code for the project.

On Mobile

To create a project in the mobile app, tap NEW PROJECT the plus button on the Projects screen.

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