Create a project

Create a project when you start working with a customer on a new job.

Steps

  1. Open Dave and select New Project, Create Project, or Project from the create menu.
  2. Enter the customer name and job details.
  3. Add the job address if you have it.
  4. Select Create Project to finish.

What happens next

Use the project to send estimates, create invoices, add photos, and schedule work.

Related articles

Need help?

Open Dave and contact support from your account for account-specific help.

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How to Create a Project in Dave | Dave Help Center