Clients & work
ProjectsKeep multi-step work tied to the client and the bill.
Name the engagement so the team knows which work and which bill belong together.
1 hub
Per client engagement
Linked
Jobs, estimates and invoices
Clear
Who owns which phase
- Named engagements
- Multi-phase scope
- Linked documents
- One overview
Key benefits
Why teams rely on it
- Link workstreams to the right customer
- Separate concurrent engagements for the same client
- Keep scope context next to the commercial documents
- Open a project detail view to review connected activity
Overview
What Projects does in Invoicerr
Projects group related quotes, jobs and invoices under a clear engagement for a customer. When a retainer, renovation stage or multi-phase brief runs for weeks, a project keeps status and context visible instead of burying it in a free-text job title. Australian service teams use Projects for commercial scope, while day-to-day delivery still runs through Jobs and Track & Invoice.
How it works
A simple path from setup to impact
- Step 1
Create a project for the engagement
Name it clearly and connect it to the customer who owns the work.
- Step 2
Attach the commercial trail
Raise estimates, jobs and invoices under that project so nothing floats unlabelled.
- Step 3
Review progress in one place
Open the project when you need status before a client check-in.
Perfect for
Built around real service work
- Multi-phase renovations or fit-outs
- Retainer clients with several concurrent briefs
- Agencies running more than one brand for one group
Ready when your next job is
Try Projects in a free Invoicerr workspace.
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