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Creating a Project

Last updated on Nov 03, 2026

  1. Select “Start a new Project” in the top right of your company dashboard and fill out the information needed for your new project.
  2. Click the Client tab on the left side to enter in basic information about the project.
  3. Click the Details tab on the left side to include taxes, markups/margins or existing fixture labor rate.
  4. Click Save when any information has been updated.