A clean project record connects the people, location, scope, financials, field evidence, and client-ready view.
Add or select the client
Confirm names, decision-makers, communication preferences, and the address or property associated with the work.
Use a durable project name
Choose a name the office, field team, vendors, and client can all recognize. Avoid temporary sales labels.
Assign the working team
Add the project manager, field employees, finance access, subcontractors, and client membership with the smallest required scope.
Create the first next action
Connect the initial estimate, kickoff task, photo standard, or decision due date so the project opens with a visible owner.