Projects & pipeline

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

See how this fits the platform on the Projects & pipeline page.

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 map of every projectConceptMap, directly under Projects in the sidebar, puts every project that has a geocoded address on satellite imagery.The 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.