---
title: "Manage projects"
slug: "manage-projects"
tags: ["Area - Jobs, Appts, Projects", "Role - Accountant", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Role - CSR Dispatch"]
updated: 2026-11-05T16:00:45Z
published: 2026-11-05T16:00:45Z
canonical: "help.servicetitan.com/manage-projects"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage projects

## Overview

Projects help you keep all information about related work orders together. Projects can be created in one of two ways in ServiceTitan. In most cases, the system automatically creates a project for you. For example, a project is automatically created when you create multiple related work orders. In cases where a project isn't automatically created, you can manually create a project.

---

### 

#### Who uses this feature

- Office employees
- Applies to all business types
- Applies to all trades

## Things to know

- Only work orders or visits that occur in the same location can belong to the same project.
- If you use the non-convertible option, be sure to set up specific work order types for installs and mark them as non-convertible opportunities by default. This ensures more accurate reporting. For more, see [Mark work orders as no charge or non-opportunity by default](/commercial/docs/mark-jobs-as-no-charge-or-non-opportunity-by-default) and [Set up and use work order types](/commercial/docs/set-up-and-use-job-types).
- You can go directly to the Schedule Board by clicking **View Calendar** on the *Project* screen in the *Work Order & Appointments* section. The Schedule Board automatically filters using the project so you only see work orders relevant to it. Choose between a three-day or seven-day view of the project calendar—whichever works best for your business needs. ![Work Orders and Appointments table shows one service order with appointment dates, technician, and completion status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-11-05 at 10.41.42 AM.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)
- In a project, depending on the project workflow and the way your business works, you'll see different types of work orders:
  - **The work order where the lead originated:** You see this type of work order in the project if the estimate visit or install work order was created as a Technician-Generated Lead. For more, see the [Create Technician-Generated Lead work orders](/commercial/docs/leads-home#book-techniciangenerated-lead-jobs) section of Leads.
  - **The work order for the initial estimate visit:** This is the work order where the technician or salesperson provides any relevant estimates. This is usually a $0 no-cost work order unless you charge a fee for estimate visits or other work that was performed.
  - **The install work order:** Depending on the work type, you may see more than one of these work orders in the project.
- After you sell an estimate, you're prompted to book the sold items on the estimate into an install work order. After you create that new work orders, a project is automatically created and contains both work orders.
- If your account is configured correctly, you can book items from a sold estimate into an existing work order in the same project. For more, see [Follow up on opportunities](/commercial/docs/follow-up-on-opportunities-1).
- By default, projects have no business units assigned. If you'd like business units to be automatically assigned, go to **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D) **> Operations > Project Settings > Project Setup.** This will automatically set the project's business unit with the first sold estimate's business unit. ![Project Business Unit settings show automatic business unit assignment enabled, with Save and Discard options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1793893534039.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)
- Adding or removing business units on projects requires the *Edit business unit on project* permission.
- When you create, edit, or save an invoice, estimate, purchase order, requisition, return, payment application, or work order within a project, the business unit assigned to those items must match one of the business units assigned to the project. If the project doesn't have any assigned business units, you can assign any business unit to the items you create, edit, or save.

## View and edit a project

On the *Project* screen, use the navigation bar or scroll down to find the category you want. For more information about categories, see [Understand project records](/commercial/docs/understand-project-records-1).

![Project overview dashboard displays highlighted navigation, project details, empty description, dates, financials, and service address.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-11-05 at 10.46.02 AM(1).png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)

> [!TIP]
> **Tip:** You can collapse the navigation bar to expand any project.
> 
> ![Project details for City Hall, including status, business units, and billing information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1793893863079.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)

You can also filter, reorganize, and remove columns in project sections to find relevant information more efficiently.

- To reorganize columns, click, drag, and drop the column to the position you want.
- To filter columns, click the Filter ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D) icon. ![Work Orders and Appointments page showing a date-range filter for selecting start and end dates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-11-05 at 10.48.40 AM.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)

To edit columns:

1. Click **Edit Columns**.
2. On the *Edit Columns* screen that opens, click the **Hide** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-visibility-off.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D) icon to hide a column. Click the **Show** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-visibility.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D) icon to show a column. ![Edit Work Orders Columns dialog shows visible fields and a hand selecting the Status column hide option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-11-05 at 10.51.49 AM.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)
3. You can also use the **Drag** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-drag-indicator.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D) icon to change the order on the table.
4. When finished, click **Apply** to save your changes.

> [!TIP]
> **Tip:** Click **Reset Defaults** to restore the project table columns to their original state.

## Project details

The *Project Details* right panel includes project contacts and additional information.

- Contacts have *Service Location* and *Bill To*. You can edit both after the project is created. For more, see [Edit the project Service Location and Bill To](/commercial/docs/manage-projects#coming-st81) below.
- Additional Information lists the custom fields. It also includes information about payment terms. ![Contact details for Stacy McAdams, including address and phone number information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-aqe6k47q.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)

> [!NOTE]
> **Note:** The *Bill-to* on the project is also the *Bill-to* on invoices and Applications for Payment generated throughout the project. If the project has an exported invoice, you can change the *Bill To* when that invoice falls in an accounting period that is open.

## Edit the project Service Location and Bill To

If a project was created on the wrong service location or under the wrong *Bill To* customer, correct it on the project record instead of recreating the project:

1. Open the project and select **Edit** ![A simple icon in the shape of a pencil.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D) at the top.
2. To change the *Bill To*, click the **Bill To** dropdown and select the customer who is financially responsible for the project. The dropdown shows each customer's address under their name.
3. To change the service address, click the **Service Location** dropdown under *Bill To* and select the correct address.

![Project editing interface showing billing and service location fields for Allen Robinson.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-09-16 at 9.40.12 AM.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)
4. Click **Save**.

> [!NOTE]
> **Note:**
> 
> - If the project has at least one exported invoice that has period status of *Open*, you can change the *Bill To*. If the accounting period is *Closed*, the *Bill To* stays locked.
> - When you change the service location, ServiceTitan updates the service location on the project and on the work order estimates in that project to match.
> - You can edit completed and canceled projects unless your ServiceTitan account has the setting that locks transactions on completed and canceled projects turned on. For more, see [Lock completed and canceled projects](/commercial/docs/lock-completed-and-canceled-projects).

## Project status

To edit a project status, click the **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-lf4h1p8x.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D) icon next to the status and select the status you want. Selecting a project status helps you track your projects by filtering for specific projects or running reports. For example, a project status allows you to find projects that are completed in the past month or projects that have scheduled work orders but haven't started yet.

![Project status shows 'In Progress' with details for City Hall service appointment.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-k8trsp4z.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)

> [!TIP]
> **Tip:** You can click the **arrow**![An icon in the shape of a right-pointing arrow representing a Collapse, Expand, or Forward action.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-right.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)icon to select the sub-status of the status if you have set them. For more information on how to set a custom sub-status, see [Add custom project sub-statuses](/commercial/docs/add-custom-project-sub-statuses).

![Task status list showing phases and current progress marked as 'In Progress'.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-c7epqncf.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)

You can create an alert that notifies you if the project status changes. This applies to any status and substatuses. For more on alerts, see [Use alerts](/v1/docs/use-alerts).

## Add a photo to a project

You can add a photo to your project by clicking **Add Photo**.

![Project details for City Hall, including status and option to add a photo.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-7d32xlln.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)

## Edit a project

You can edit a project by hovering over and clicking fields on the *Project* screen, or by opening the *Edit Project* screen to make edits.

To edit a project:

1. Open the project you want to edit.

> [!TIP]
> **Tip:** You can find the project using [Search](/commercial/docs/use-search-in-servicetitan).
2. Click the **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D) icon. ![Project details for City Hall, including status, billing, and service address information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-haso4vcx.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)
3. On the *Edit Project* screen that opens, make the changes you want, then click **Save**. ![Editing project details including type, name, status, and project manager information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-3diq5zmx.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)

## Work in a project

From the **Actions** dropdown, you can select one of the following options:

- [Book New Work Order](/v1/docs/manage-and-book-jobs-in-a-project)
- [Attach Existing Work Order](/v1/docs/manage-and-book-jobs-in-a-project#attach-an-existing-job-to-a-project)
- [Create Payment](/commercial/docs/collect-a-payment)
- [Add Invoice](/commercial/docs/manage-projects#add-an-invoice-to-a-project)
- [Add Application for Payment](/commercial/docs/complete-application-for-payment-and-continuation-sheet)
- [Build Estimate](/commercial/docs/add-an-estimate-to-an-opportunity)
- [Add Purchase Order](/commercial/docs/create-purchase-orders-2)
- [Add Return](/commercial/docs/create-a-return)
- [Add Requisition](/commercial/docs/requisition-items-for-a-job-or-project)
- [Add Task](/commercial/docs/manage-tasks-and-subtasks)

> [!NOTE]
> **Note:** Account configuration is required to add an invoice, add an application for payment, build an estimate, and add a task to a project. Please contact [Technical Support](https://go.servicetitan.com/ask) for details.

## Add an invoice to a project

> [!NOTE]
> **Note:** Account configuration is required to add an invoice to a project. Please contact [Technical Support](https://go.servicetitan.com/ask) for details.

1. Select the project you want to add an invoice to.

> [!TIP]
> **Tip:** You can find the project using [Search](/commercial/docs/use-search-in-servicetitan).
2. From the *Actions* dropdown, click **Add Invoice**. ![City Hall project page displays project details with the Actions menu highlighting the Add Invoice option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/0b32110f-82d8-4ea5-a15e-22f8e7d52cba.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)
3. On the *Add Invoice* pop-up, use the **Business Unit** dropdown to select the business unit you want to add, then click **Add Invoice**.

![User interface for adding an invoice with business unit selection options displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-c4582qqu.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)

> [!TIP]
> **Tip:** Enter the first few letters of the business unit in the search bar to find the business unit you want.

## Manage documents

[Project Documents Video](https://fast.wistia.net/embed/iframe/abs5eg4gf4?web_component=true&seo=true&videoFoam=false)

The *Documents* section is a centralized and convenient way to access all forms from underlying work orders, photos, and other attachments for a given project.

> [!NOTE]
> **Note:** The new Documents section is available only in ServiceTitan.

1. In the *Project* section, click *Documents. Forms, Media & Attachments*. ![Project management sidebar showing Documents selected, with options for forms, media, and attachments.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-11-05 at 10.56.05 AM.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)

### Add a form

There are two options to add a form:

**Option 1: Use Add Form option**

1. In the *Documents* section, click **+Add Form**. ![Document management interface showing options to add forms and view recent documents.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-odyxfozg.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)
2. In the window that opens, click **Add** to select a form. ![User selects a form from a list of available options in a dialog box.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-ogvhvupk.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)
3. In the form that opens, set up your form.

> [!TIP]
> **Tip:** You can duplicate the form section or delete it.
4. When you're finished, click **Save**. ![Arrival checklist form shows work order details, customer information, checklist questions, and highlighted Save button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/883617bc-5f93-43a1-8dc0-4ab7417b6d48.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)

**Option 2: Under Project Documents section**

1. In the *Documents* section, click **View All**. ![User interface displaying document options with a highlighted 'View All' button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-m05xd2gq.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)
2. In the *Project Documents* section that opens, click **+Add Form**. ![Project document management interface showing file upload and form addition options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-dxov0unr.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)
3. Repeat steps 2-4.

### Upload files

There are two options to upload a file:

**Option 1: Upload File option**

1. In the *Documents* section, click **Upload File**. ![User interface showing document management options with an upload button highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-irdt9cf9.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)
2. Upload a file from your computer.

**Option 2: Under Project Documents section**

1. In the *Documents* section, click **View All**. ![User interface showing document management with options to view forms and upload files.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-5a5qgkaa.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)
2. In the *Project Documents* section that opens, click **Upload File**. ![User interface displaying project documents with an upload file option highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-xz3qxqj9.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)

### Filter documents

Use the *Created by*, *Date Created*, and *Source* filters to search for a document.

![Table displaying project forms with sorting options for created by, date, and source.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-xj859ww8.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)

You can also search for a document by entering a document name and click **Search** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-search.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D).

![Table displaying project documents with a search bar at the top for filtering results.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-8qhrd6nr.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)

### Manage forms

In the *Project Documents* section, you can:

1. Edit forms
2. Send forms or files by email: You can send an email to your customers and include all the necessary information, such as attachments.

> [!NOTE]
> **Note:** If you want to customize the email text when emailing project documents, go to **Settings > Invoicing > Email** and click the **Document** tab.
3. Download forms or files ![Email interface showing sender, recipient, subject, and message body fields.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-erd851f1.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)
4. Print forms or files
5. Delete forms or files

You can perform the above-mentioned actions using two different options.

Option 1:

1. Select the record and view the actions you can perform. ![A user selects the Arrival Checklist from a project management interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-5jty2uyl.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)

Option 2:

1. Select the item you want to edit and click the **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D) icon. ![Table displaying forms with details like name, type, and creation date.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-kuiuedsx.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)
2. Click the![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)icon to print or delete the record. ![Table displaying project documents with options to print or delete items.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-s078wmsk.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)

In the *Project Documents* section, you can click the location or the customer record and go to the respective pages.

![Project documents section showing location and customer details for HZZ BYUN.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-projects-image-czxhl534.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A02Z&se=2026-11-09T12%3A08%3A02Z&sr=c&sp=r&sig=GB7PjlAhxPpjtf554%2BheSGZUHfHxOdC7qwXQFKtJcqg%3D)

## FAQ

---

### 

#### Do appointments make projects obsolete?

No. Projects are still recommended for multi-trade installations, work orders that require special order parts, and when you need to separate a sales work order from an install work order. Appointments are best suited for simpler multi-day scenarios on a single work order.

#### How do we create a multi-trade installation if we have one business unit working on the work order for three days, and a different business unit doing two days of work?

[Create](/v1/docs/book-a-job) one work order with three [appointments](/commercial/docs/manage-appointments-1) for the first business unit and one work order with two appointments for the second business unit. Add them both to the same project.

If you need to use different business units or work order types on a work order, use individual work orders that are part of a project so you can attribute the revenue to the right business unit or work order type.

#### What do you do if a technician identifies an opportunity while on a work order for a different trade?

[Create](/v1/docs/book-a-job) a new work order and add it to a [project](/commercial/docs/manage-projects). You cannot have cross-trade appointments on a work order.

#### How do I keep track of the material installed and who installed it for each day of work on a multi-day work order?

[Create](/v1/docs/book-a-job) multiple work orders for each day that are part of a [project](/commercial/docs/manage-projects) so that you have separate invoices. You cannot track materials used per appointment.

#### What do you do if we do annual maintenance for a customer and find that something is wrong with the unit?

First, go back to do a service call, then [create](/v1/docs/book-a-job) a work order for the repair and add it to a [project](/commercial/docs/manage-projects). Credit the technician who generated the lead on that work order.

Because the work order goes from maintenance to repair, it's now two work orders with different work order types and business units and should not be created as one work order with multiple appointments.

#### Why am I unable to detach a work order from a project?

A project is required to have at least one work order associated with it. If a work order is the only work order within a project, it can't be detached from that project.

#### What should I do if I see "Invoice's Business Unit does not match Project's Business Unit. Please add Business Unit to Project to update this Invoice" error message?

Ensure you have the *Edit Projects Business Unit* permission. This enables you to confirm that the Business Unit on all invoices and adjustment invoices associated with the project matches the project's Business Unit.

#### What is causing the negative revenue on a project?

This issue may be due to a specific material having a wrong General Ledger (GL) account. Check the items in your project and make sure the items are assigned to the correct GL account.

#### How can I assign a missing part to a work order in a project after it has been exported?

Once a work order has been exported and posted, you cannot edit its invoice directly. If you need to assign a new part to a work order, consider adding the item to a work order under the same project scheduled for the current day. This way, the missing part is accounted for under the same project, even if not under the originally intended work order.

#### Can I move a non-work order invoice or project invoice to another project?

There is currently no direct way to move a non-work order invoice, or project invoice, from one project to another project. However, you can clear the balance on the invoice located in the wrong project and create a new invoice in the correct project.

## Want to learn more?

- See [Understand project records](/commercial/docs/understand-project-records-1)
- See [Manage and create work orders in a project](/commercial/docs/manage-and-create-work-orders-in-a-project)