Creating a project

Applies to version 26.99.5

Create a project, choose how it bills, and set the essentials so your crew can start checking in.

Create a project

1
Open Projects → New
Give it a name and address.
2
Choose the mode
Rental (labour by day-rate) or Estimate (fixed scope). This locks once you leave Draft.
3
Link the client
Attach the customer so billing and the portal know who to bill and show.
4
Set the geofence
Drop the site location and radius so QR check-in can verify workers are on site.
5
Go Active
Move from Draft to Active to start recording attendance, costs and reports.
Heads up
While a project is in Draft you can still change its mode. Once it goes Active the mode (and estimate basis) is fixed.

Good to set early

  • A clear geofence radius — too tight and legitimate check-ins get flagged.
  • The rental day-rate if this is a labour project.
  • Whether the client may see worker names.
On this page
Docs

Frequently asked questions

It is the site location and radius. QR check-ins outside it are flagged for review, helping confirm workers were actually on site.

You can change it while the project is a Draft. It locks permanently once the project becomes Active.