Create your first project

A project is the home for one customer job. Start here before you send an estimate or invoice.

Steps

  1. Open Dave and select New Project or Create Project.
  2. Add the customer name and job location.
  3. Select Create Project to finish.

What happens next

Once the project is created, you can add estimates, invoices, photos, notes, and scheduled work.

Related articles

Need help?

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

Go to Dave
How to Create Your First Project in Dave | Dave Help Center