Projects & pipeline

Creating projects, leads versus projects, pipeline stages, the project tabs, customers, and appointments.

Creating projects

Create a projectHow-toStart a new job from the Projects screen: pick the location and customer, enter the address, and choose the lead source and job type.Updated Sep 2, 2026

Pipeline and stages

Leads versus projectsConceptA lead is not a separate record. It is a project on the lead stage of your pipeline, which is why the history never splits.Updated Sep 2, 2026The project pipeline and its stagesConceptEvery account has a default pipeline made of ordered stages.

The project screen

Everything on and around a projectConceptA project is one screen with tabs rather than many pages; the project tabs topic lists them and what each one holds.The tabs on a projectConceptA project page groups its tabs into three sections.Checklists on a projectConceptHow the Checklists tab works, the three checklist modes, and where an account builds its checklist templates.Updated Sep 2, 2026

Customers

Customer recordsConceptCustomers have a list of their own, with a New Customer form to add one; the header search also finds a customer from anywhere.

Appointments and calendar

Calendar, appointments and schedulingConceptThere are three scheduling surfaces.

Photos and documents

Photos and documents on a projectConceptHow a project's Photos and Documents tabs sort files into categories, and what you can do with a file once it's there.Updated Sep 2, 2026

Hail analysis

Hail exposure on your leadsConceptHail Analysis, opened from the header, scores your leads against recent hail.