Understanding the project page
A tour of a project — Finance, Tasks, Files, Photos, and Activity, plus the client and project details.
Open any project and you'll see tabs across the top:
| Tab | What's there |
|---|---|
| Finance | Payments, Expenses, Quotes, and a Summary of your profit. |
| Tasks | A to-do list for the job. |
| Files | Quotes, permits, specs — any documents. |
| Photos | Job-site photos. |
| Activity | A running log of changes on the project. |
Finance is the hub: four cards — Payments (total received), Expenses (total spent), Quotes (total quoted), and Summary (current profit) — each open their own view.
On wider screens, a side rail shows the Project details and the Customer; on phones, tap Edit project to open them.