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Choose a project from the pipeline to review intake details, move the workflow, send updates, and keep the customer-facing dashboard in sync.

Workflow

Project

Project summary

Client details

Recommended next actions

These buttons follow the canonical workflow map and keep customer call-to-actions aligned with the current stage.

Overview

Status-

Workflow-

Timeline-

Budget-

Scope

Workflow history

Manual workflow transition

Stage

Timeline note

Customer action label

Customer action due date

Visible on customer timeline Customer action required

Messages

Estimates

Estimate title

Summary

Monthly price

One-time fee

Delivery timeline

Recommended Email customer now

Approvals

Approval type

Approval title

Description

Contracts & files

Upload contract PDF

Send customer message

Subject

Message type

Message

Requires customer response

Manage intake, estimates, contracts, and delivery.

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