Projects
Create and manage projects, job addresses, contacts and project statuses.
Create a project in WorkSkedge
Projects are created from Projects > Add Project. Only the project name and customer are required — everything else (code, job address, initial status, project managers, documents) can be filled in on the same screen or added later.
Set up a project before creating work orders
A project is the container for the customer relationship in WorkSkedge. Complete every setup step in order — customer, job-site location, contacts, managers — before you create the first work order.
Project statuses and lifecycle
WorkSkedge runs projects in Simple Status Mode (active and closed) or Advanced Status Mode (lead, estimating, pending approval, approved, active, complete, closed, job lost). Statuses change from the "..." actions menu on the project header, or automatically when work orders are created.
Add contacts, locations and project managers
The project Overview tab holds the customer, job-site location, customer contacts and project managers. Fill these in before scheduling so work orders, dispatch routes and invoices inherit the right people and address.
Share project documents with the field team
Upload drawings, permits and spec sheets to the project Documents tab, then turn on sharing so Site Leads and Workers can open them from the work order on their phone. Sharing is off by default.
Close or reopen a project
Close Project lives in the "..." actions menu on the project header. If work orders are still open WorkSkedge lists them and blocks a silent close — you either close them individually or tick the acknowledgement and force-close, which closes every open work order with the project.