📘 Overview

The Overview tab is the central hub for each project. It gives you instant access to key project details, lets you manage who has access, and provides a quick look at upcoming work. Here’s everything you can do inside the Overview tab:

At the top of the Overview tab, you’ll see a collapsible project header that keeps the most important details visible:

You’ll also find quick-access controls for:

On the right side, click the three-dot menu to:

You can collapse or expand this header at any time to create more workspace while you’re editing or reviewing details.

Inside the main Overview tab, you can update every important part of the job:

Edit the project name, description, and address.

You can also change the status — for example, convert a project back into an opportunity if it was marked incorrectly.

Add private notes for your team. These notes are internal-only and never visible to the client.

Manage who has access to this specific job:

Clients:

Internal Team & Vendors:

You can review the history of actions taken on the project.

Use filters to narrow down logs by:

This makes it easy to track edits, updates, uploads, or changes made by anyone on your team.

At the bottom of the Overview tab, you’ll see a quick Look Ahead section for the current week.

It displays:

This gives you immediate visibility into what’s happening next so you can plan ahead and stay on track.