BossBuilt

Add Project

Back to Projects

Add Project

Create a project workspace for estimates, invoices, payments, expenses, updates, photos, and documents.

Back to Projects

This form is a preview. Saving will persist projects once the database connection is enabled.

Customer

Link this project to an existing customer.

Michael Thompson

Homeowner · Owner Alex Rivera

Customer

Assigned owner

Customer phone

Customer email

Customer type

Project details

Scope, schedule, and the team responsible.

Project name

Project type

Project status

Project address

Start date

Estimated completion date

Assigned project manager

Assigned supervisor

Financial setup

Baseline dollars so estimates, invoices, and profit stay in sync.

Contract amount

Estimated budget range

Estimate status

Invoice status

Initial deposit target

Customer portal setup

Control what the customer sees in their portal.

Portal access

Not invited

Customer-facing project status

Share contract amount with customer

Show the total contract value in their portal.

Share progress updates with customer

Publish written updates as they're posted.

Share photos with customer

Photos marked shareable appear in their gallery.

Share plans and permits with customer

Give the customer read-only access to approved plans.

Documents & media

Preview only — file upload will be enabled with backend.

Notes

Customer-facing notes are visible in the portal. Internal notes stay with the team.

Customer-facing project noteOptional

Internal — team only

Internal project noteOptional