The handover from selling to building. It requires the contract to be fully signed and a crew to be chosen, then creates the project row, maps it to the estimate, materialises the stage instances with their checkpoints and notifies the team. The same gate applies to both engines.
Also called: gate B · turn the quote into a job · kick off the build · create the project · turn a signed estimate into a job
- 1The modal checks the contract is fully executed before it will proceed.
- 2Choose a start date, a crew, the site address and the building type.
- 3Pick a stage preset, then adjust the stages — duration, enabled, colour — and their checkpoints, before the project exists.
- 4Creating materialises the stage instances and stamps the project start on the estimate link.
- 5The customer's dashboard becomes reachable only after this.
Turning an estimate into a live project is the second gate: it takes a fully-signed contract and an assigned crew before the customer ever reaches a project dashboard. Projects started from the in-house designer were arriving with half the controls missing — no way to customise or add stages and checkpoints at the point of starting — because the checkpoints the chosen building type already carried were dropped and every project was created on the preset's defaults. The only way to adjust one was to open each stage afterwards and redo work that had already been done. Those checkpoints now survive the transition.
- A signed contract silently becoming a live project
- Stage and checkpoint customisation only possible after the fact
See it on your own jobs
Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.
or keep browsing features →