Creating a project

Client acceptance doesn't automatically create a project. You pick the moment when quoting ends and execution begins. It could be right away, or only when your crew frees up and the materials arrive.

Step by step

Go to Projects in the left menu.
Click New project in the top right.
The Create project dialog opens with your quotes that don't yet have a project, split into two groups: Ready for execution (already accepted) and Other quotes (still in Draft or Sent). Each quote shows its status, client, and value. You can filter the list with the search box.
Click an accepted quote and the project is created straight away — no extra confirmation.
Click a quote that isn't accepted yet and the dialog slides to a confirmation screen. It shows the status change (Draft or Sent → Accepted) and a summary of the quote. Confirm with Accept and create — the quote is accepted automatically. Use the back arrow or Cancel to return to the list.

The project is created immediately and inherits from the quote:

Client and contact details.
Project address entered in the quote.
Scope of work: every service from rooms plus any additional items becomes a checklist item (one service = one task to tick off).
Value of the quote becomes the project value.

Initial status

The new project's status is set automatically based on the quote's start date:

If the start date is in the future or wasn't entered, the status is Planned.
If the start date has already passed, the status is In progress.

You can change the status manually at any time.

Limits

A project can be created from a quote in status Draft, Sent, or Accepted. Quotes in status Rejected and Expired won't show up in the picker.
Each quote can have only one project. Once you create one, that quote disappears from the picker.
If you accidentally pick the wrong quote, you can delete the project from the project view. Deletion also removes the checklist, payments, and expenses tied to it.

What's next

Step by step

Go to Projects in the left menu.

Click New project in the top right.

The Create project dialog opens with your quotes that don't yet have a project, split into two groups: Ready for execution (already accepted) and Other quotes (still in Draft or Sent). Each quote shows its status, client, and value. You can filter the list with the search box.

Click an accepted quote and the project is created straight away — no extra confirmation.

Click a quote that isn't accepted yet and the dialog slides to a confirmation screen. It shows the status change (Draft or Sent → Accepted) and a summary of the quote. Confirm with Accept and create — the quote is accepted automatically. Use the back arrow or Cancel to return to the list.

The project is created immediately and inherits from the quote:

Client and contact details.

Project address entered in the quote.

Scope of work: every service from rooms plus any additional items becomes a checklist item (one service = one task to tick off).

Value of the quote becomes the project value.

Limits

A project can be created from a quote in status Draft, Sent, or Accepted. Quotes in status Rejected and Expired won't show up in the picker.

Each quote can have only one project. Once you create one, that quote disappears from the picker.

If you accidentally pick the wrong quote, you can delete the project from the project view. Deletion also removes the checklist, payments, and expenses tied to it.