Projects

Create a project (or build one from an estimate)

Create a project in Dispatch Bros from the Projects page: name it, pick the customer, set the contract value — or attach existing estimates so the approved estimate seeds the contract and payment schedule.

Set up project milestones and invoice per milestone

Break a project's contract into a payment schedule — deposit, stages, final — then create a draft invoice for each milestone with one click. Nothing is ever sent automatically.

Track project profit and loss (P&L)

See a project's profit at a glance in Dispatch Bros: revenue from invoices and linked jobs versus costs from expenses, subcontractors, and technician payouts. Owner and admin only.

Manage contracts on a project

Create, view, send, and track e-sign contracts from a project's Contracts tab — upload a PDF, write one, use a template, or build it from an estimate, then follow it from Draft to Completed.

Project vs Job: when to use which

A job is one dispatch visit with one close. A project is the umbrella over a multi-stage engagement — payment schedule, invoices, expenses, contracts, and the jobs themselves.

Add change orders to a project

When the scope changes after a contract is signed, raise a change order from the project or the contract itself — the customer signs it, and the project's schedule and contract value follow automatically.