Projects and change orders

Set up a project with its contract value and currency, then log change orders without losing the original number.

Setting up a project

A project holds everything about one job: its transactions, its files, its people. In the project's financial settings you record the contract value — what you signed for — and the project's currency. The currency starts from your organization's default and then applies to every transaction on the project, so a job quoted in pesos stays in pesos.

Change orders

Jobs change. When the client approves an extra — or a deduction — log it as a change order: the date, a short description, the amount, whether it adds or subtracts, and an attachment if there's paper behind it.

Each change order adjusts the project's contract value, and the original stays visible: the contract you see is the base you signed plus the itemized list of everything that changed. When a client asks "why is this bigger than the quote?", the answer is a list, not a shrug.

The original contract stays legible; each change order is stamped on top.

Analytics and budget

Every project has an analytics page: cash flow over time, spending by category, top vendors, and budget versus actual if you've set budget lines. Pick a date range and a day, month or quarter view — it's the project's story told in numbers.

Note

Finished jobs don't disappear: completing or archiving a project keeps its full history. On the Free plan one project is active at a time and the rest are read-only — nothing you created is ever deleted.