Track project progress in Homeezy
Follow each job through its pipeline stage, tasks and documents so you always know what's next.
How do I track a project's progress?
Your Projects list shows every job with a status pill (lead, quoted, ready to start, in progress, completed, or declined) so you can see your whole pipeline at a glance. Open any project to drill into its Documents and Tasks, where quotes, invoices and task check-offs each move the job forward.
Progress in Homeezy is the sum of small signals: a quote sent, a quote approved, an invoice paid, tasks completed. Each one updates the status, so you rarely have to ask "where does this job stand?". The list already tells you.
The pipeline stages
- Lead: a new job, no quote sent yet.
- Quoted: you've sent a quote and are waiting on the client.
- Queued to start: the quote is approved and the job is waiting on its date.
- In progress: work is underway.
- Completed: the job is done.
- Declined: the job didn't go ahead.
Move a job forward
- 1Filter and find the job
On Projects, use search or the Filter button to narrow by stage, then open the project.
- 2Work the tabs
Send quotes and invoices from Documents and check off work in Tasks.
- 3Watch the status update
As you send a quote, get it approved, or complete the work, the project's status pill advances on its own.
Use the Filter button on the Projects list to show only active jobs (lead, quoted, ready to start, in progress) when you want to focus on what needs attention.
Mostly no. Sending a quote, getting it approved, or completing the work advances the status automatically. You can still review where each job sits from the Projects list.
It reflects the quote amount tied to the job, so you can size your pipeline by dollar value, not just by count.
Yes. The Tasks page pulls every task from every active project into one list or board.
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