Start with Overview
Open Projects and choose the project or work area you need. Overview brings together available project details and next steps. Check the selected location or job before changing its records.
Choose the section you need
Job & crew contains work planning, assigned people, scheduling, and job progress. Tasks contains job tasks. Updates contains evidence, notes, and changes. Costs & billing contains Budget, Expenses, and Billing. Communication and Agreements hold their respective project records. Open the linked estimate for scope and pricing; Sales is the starting point for sales work.
Check that edits are saved
Some editors save automatically; other actions require a save or confirmation. Check the visible result after editing. Follow any save error or recovery action before assuming the latest details are stored.