Manage phased projects and renovations
Projects are for multi-phase work: renovations, pool builds, major equipment installs. Not for one-off repairs — use a Work Order for those.
Open the pipeline
Sidebar → Projects. The dashboard shows a pipeline bar (lead → estimation → design → in progress → inspection → punch list → complete → warranty), a triage widget (stalled, due soon), weekly rail, and a Kanban or List view you can toggle.
Create a project
Click New Project. Pick the customer, choose a Project type (Renovation, Pool build, Equipment install, etc.), set a name (auto-suggested), and optionally pick a Template — templates seed default phases and a payment schedule. Lead source (Phone, Website, Portal, Tech flag, Referral, Other) is optional.
Work through phases
Each project has Phases with tasks and crew. On the Phases tab: Add phase → name it, set estimated days. Inside each phase: Add task (required or optional) and Add crew (assign techs).
Proposal, change orders, subs
The Overview tab holds the proposal and customer approval. Change Orders tab lets you build a change order, see cost impact, and send it for customer approval. Subcontractors tab tracks sub assignments, payments, and retainage.
Inspections, punch list, warranty
Inspections tab tracks pass/fail checklists at build milestones. Punch List only appears once the stage hits Punch list / Complete / Warranty active. Warranty appears on completed projects so you can log claims and expiry.
Timeline, materials, financials, documents
Four link tabs open dedicated pages: Timeline (Gantt), Materials (ordering, receiving), Financials (budget vs actual, invoices), Documents (HOA, permits, contracts).
Hold or resume
Stuck waiting on permits or customer sign-off? Use Hold Project with a reason — billing pauses and the project exits the active pipeline. Resume when you're ready to roll again.
Post-project upsell
When a project completes, DeweyIQ can suggest a matching recurring service agreement for the customer so you don't leave money on the table.
We're here.
Ask Dewey in plain English, or tell us what feature you wish existed.
