Home Screens User Guide

Complete guide for onboarding, project management screens, configuration, and team operations.

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Table of Contents

• Getting Started
• Projects Home Screen
• Add Project
• Project Details
• Edit Project
• Cost Items
• Project Receipts
• Project Bills
• Project Change Orders
• Project Photos and Notes
• Company Settings
• Configuration Home Screen
• Team Management
• Navigation Patterns
• Loading States
• Troubleshooting

Projects Home Screen

This is your main dashboard for project access. You can open project details or use quick actions for Notes, Photos, Receipts, Bills, and Change Orders.

Quick Actions

1. Like - Mark/unmark favorites for faster access.
2. Notes - Open project task notes.
3. Photos - Manage project photos and videos.
4. Receipts - Track expenses and assign line items.
5. Bills - Manage vendor bills and sync status.
6. Changes - Create and manage change orders.

Main Menu

• Company Settings
• Configuration
• Logout
• Add Project (after configuration is complete)
• Manage Team (organization admins only)

Add Project

Create projects from templates and seed cost items automatically.

Required Fields

• Project Name
• Project Template

Optional Fields

• Location
• Customer (CustomerPicker)
• Owner details and contact info
• Bid price, start date, planned finish date, project status

Project Receipts

Use Receipts to record material/supply spend via camera capture or manual entry. Receipt Details supports line item assignment, warnings for missing mappings, and QuickBooks sync when requirements are met.

QuickBooks Receipt Sync Requirements

1. QuickBooks connected
2. At least one line item
3. Total amount greater than $0
4. Payment account selected
5. Vendor linked to QuickBooks
6. All line items assigned to work items
7. At least one line item assigned to current project
8. Line item total matches receipt total

Project Bills (Invoices)

Bills track vendor invoices and support photo/manual entry, line item assignment, and QuickBooks synchronization.

QuickBooks Bill Sync Requirements

1. QuickBooks connected
2. At least one line item
3. Total amount greater than $0
4. Vendor selected
5. All line items assigned to work items
6. Line item total matches bill total

Project Change Orders

Change orders support draft/pending/approved/cancelled statuses, itemized pricing, and customer approval emails.

• Send for approval generates branded HTML and email link (48-hour validity).
• Resend creates a fresh approval link when needed.
• Approved change orders roll into quoted price totals.

Project Photos and Notes

Photos

• Capture photo/video from camera
• Import from device library
• Manage photo access and sharing

Notes

• Add, edit, complete/incomplete, and delete task notes
• Incomplete notes are shown before completed notes

Company Settings

Company settings control branding and contact data used in generated documents. Typical fields include company name, address, city/state/zip, phone, email, website, and logo image.

Team Management (Admins Only)

• Invite users by email
• Promote/demote admin roles
• Remove members (with owner/self constraints)

Navigation Patterns

• Projects -> Menu -> Configuration -> Back returns to Projects.
• Projects -> Menu -> Add Project -> Create returns to project dashboard.
• Back navigation saves pending field edits when blur/save has occurred.

Loading States

• Initial app startup displays Loading state before route resolution.
• Welcome/setup state appears when minimum configuration is incomplete.
• Sync and media processing can show spinners/processing indicators.

Tips and Best Practices

1. Import defaults first, then customize categories/cost items.
2. Create 2-3 templates for common job types.
3. Set up vendors/customers before heavy receipt/bill entry.
4. Export configuration and vendor data before major updates.

Troubleshooting

Common Issues

• Add Project missing: Ensure at least one category with cost items and one template exists.
• Manage Team missing: User must have org admin role.
• Receipt/Bill sync fails: Verify all QuickBooks checklist requirements are met.
• Change order send unavailable: Complete company settings and customer email data.
• Verification code not received: Check spam/junk and retry sign-up flow.

Summary

ProjectHound combines operational project tracking with configurable cost structure and optional QuickBooks sync, giving teams one workflow from setup through daily execution.