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[PU-023] Projects

# [PU-023] Projects

What is it?

Large jobs with multiple work orders are hard to track as a whole. The Projects Power-Up lets you group related work orders into projects so you can track progress, budget, and timelines across multi-phase jobs from a single view. Perfect for installations, renovations, or any job that spans multiple visits.

How it Helps Your Business

  • Field Techs: See how their work fits into the bigger picture and understand what's been done and what's still needed on a multi-visit job.
  • Office Staff: Manage complex jobs with ease by grouping all related work orders, tasks, and materials under one project umbrella.
  • Managers: Track project-level budgets, timelines, and progress without having to piece together information from individual work orders.
  • Customers: Get a clear picture of how their large project is progressing, with organized updates across all phases.

Essential Details

Key Capabilities

  • Group multiple work orders into a single project for unified tracking
  • Project-level budgeting to keep costs under control
  • Progress tracking across all project phases
  • Timeline overview showing the full scope of work
  • Team coordination across all project-related jobs

Getting Started

To enable Projects, go to Settings → Marketplace in your Out-Smart back office. Find the Projects Power-Up and click Activate. Once enabled, you can create projects from the Projects section and start linking work orders to them. No other Power-Ups are required.

Related Features

  • [Tasks](tasks.md) — Create and track project-related tasks alongside work orders
  • [Timesheets](timesheets.md) — Track hours spent on project work for accurate billing
  • [Resources](resources.md) — Manage equipment and vehicles needed for project phases