How to create a project in Homeezy

How do I create a project in Homeezy?

Go to Projects and click Add project to open the two-step wizard. Enter the job name, service, and address, then attach the homeowner. When you finish, Homeezy opens the new project's workspace where you can build quotes, invoices and tasks.

A project is the home base for one job. Every quote, invoice, document and task you create lives inside it, so the whole job stays in one place from first estimate to final payment.

Create a project step by step

1. 1
   Open the wizard

   From Projects, click the Add project button in the top-right corner.

2. 2
   Enter the project details

   Give the project a name and pick the service from your offered services. Add the job address, which also fills the city.

3. 3
   Attach the homeowner

   Choose an existing contact or add a brand-new homeowner. If you add a new one you can optionally send them an invite.

4. 4
   Finish and open the workspace

   Click Add project (or Add the homeowner later to create the job on its own). Homeezy takes you straight to the project page, where the schedule, the stage and the description are editable.

What you can do once a project exists

• Documents: build quotes and invoices, or upload existing files.
• Tasks: track the work that needs to get done.
• Client: keep the homeowner's contact details and history attached to the job.