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.
Still stuck?
Ask Dewey — it knows the whole platform. Or send us a message and we'll reply within a business day.
