← All walkthroughs

01 · Start the job · 24 seconds

Open a project

A project is an account. Name it, set the budget, drop a cover on it and it is live with its own balance, its own card and its own ledger. Nothing shared, nothing to unpick later.

In this clip
0:03Open Projects
0:05New project
0:07Drop the cover straight on the form
0:08Name, budget, notes and address
0:10Review and activate
0:13Its own account, live
Replaces: A shared bank account and a spreadsheet of who spent what on which job.

Its own balance

Funds sit against the job, not in one pooled account you have to divide up later.

Its own cards

Issue to the crew on that job, with limits that belong to that job.

Its own ledger

Every charge, bill and invoice lands here, already attributed.

The whole loop
Next
Invoice to get paid
Watch it →
WhatsApp