Projects & field
Know what is planned, assigned, blocked and ordered.
Keep client and site information, phases, tasks, materials, plans, permits, subcontractors and linked documents in the project workspace. Prepare client updates and closeout checklists alongside the job, and use the Approvals Hub to review pending document decisions.
How to use project management
- 01
Open the project workspace and confirm scope and site details.
- 02
Set phase dates and assign people and tasks.
- 03
Review materials, logs, issues and linked documents as work progresses.
Worked example
What this looks like on a job
Follow a renovation from demolition to finishes. A blocked phase, assigned task and Ordered material each describe a different part of the job.
Illustrative workflow. Prices and scope are examples, not customer results.
Questions about project management
What can I do with project management?
Keep client and site information, phases, tasks, materials, plans, permits, subcontractors and linked documents in the project workspace. Prepare client updates and closeout checklists alongside the job, and use the Approvals Hub to review pending document decisions.
Which plans include project management?
Starter: 5 active projects. Professional & Business: unlimited.
Connected contractor workflows
Approvals Hub
Keep quote activity and pending approvals in view.
Explore workflow →Client project updates
Give clients a clear update on progress and upcoming work.
Explore workflow →Project closeouts & deficiency checklists
Close out the job with a photo for every deficiency.
Explore workflow →Project materials
Turn selected quoted materials into an ordering list.
Explore workflow →Scheduling
Plan phase dates and see assigned work.
Explore workflow →See the workflow with your own job.
Choose a plan or request a walkthrough with the Fuzed Flow team.