Project states

Every project has a state that tells the office and crew where it stands.

• Proposal — you're quoting. Build and send a proposal; dates are optional.
• Ready to Schedule — the work is agreed but not on the calendar yet.
• Scheduled — it has dates and hours.
• In Progress — the crew is working it.
• On Hold — paused (waiting on parts, permits, the client…).
• Ready to Close — the crew finished the scope and submitted it. Review it and close it.
• Completed — done and closed.
• Denied — the client declined the proposal.

Good to know

• Crew can't close a job themselves — they submit it as Ready to Close and the office approves.
• The dashboard flags In Progress jobs with no crew so nothing slips.
• Archive hides a job from the active list (Archived tab) and pauses its repeat schedule. Delete removes it permanently.