Projects
Create and manage jobs from start to finish.
- What is a project?Understand how Dave uses projects to organize customer jobs and job history.
- Create a projectCreate a new project in Dave for a customer job.
- What is the Client Portal?Give clients a secure link to view their estimates, invoices, and contact your business.
- Move a project through its stagesUse Lead, Active, Completed, and Archived to keep the job list current.