Creating Your First Project

Projects are the core of Site Service Pro. They organize work, track time, and enable accurate billing.

Before You Begin

Make sure you have:

• At least one client added (see Adding Your First Client)
• Employees who will work on the project

Creating a New Project

Step 1: Navigate to Projects

1. Click Projects in the navigation menu
2. Click New Project

Step 2: Enter Project Details

Basic Information

• Project Name: A descriptive name (e.g., "Main Street Office Renovation")
• Project Number (optional): Your internal reference number
• Client: Select the client this project is for
• Status: Set to "Active" for work in progress

Location

• Address: Job site address
• City, State, ZIP: Full address for the work location

Description

Add notes about the project scope, special requirements, or other details your team should know.

Step 3: Set Project Dates

• Start Date: When work begins
• End Date (optional): Expected completion date

Step 4: Configure Billing (Optional)

• Contract Amount: Total contract value
• Billing Type: Time & Materials, Fixed Price, or Cost Plus

Step 5: Save

Click Save to create the project.

Assigning Employees to the Project

After creating the project:

1. Open the project details
2. Go to the Team tab
3. Click Add Team Member
4. Select employees who will work on this project

Example Project Setup

Project Name: Downtown Medical Center - Phase 1
Project Number: 2024-001
Client: ABC General Contractors
Status: Active
Address: 123 Main Street, Portland, OR 97201
Start Date: January 15, 2024
Contract Amount: $150,000
Billing Type: Time & Materials

Project Statuses

Next Steps

Once your project is created:

1. Assign team members to the project
2. Have employees log time entries
3. Review time entries and costs
4. Generate invoices when ready