Project Summary Views

  • List View

    List View is the primary database view that allows sorting and filtering. (Not available w/Inventory Essential plan)

  • Tile View

    Grouped by Project Status, Tile View is a quick and easy visual presentation of all projects. (Included with all subscriptions plans. Filters not accessible)

  • Billing View

    Useful when auditing outstanding balances and contracts that are about to expire. (Not available w/Inventory Essential plan)

  • Calendar View

    Displays “Stage | Start” dates and “Destage | End” dates. Estimates shown with * and faded color. (Not available w/Inventory Essential plan)

  • Map View

    Get a visual location based view that uses property address for all your projects. (Not available w/Inventory Essential plan)

  • Legacy View

    Classic status groups based on Automated Inventory Status. Leads and opportunities will appear in the “New” bucket. (Available on all plans. Filters not accessible)