Start with the scope and contract
Keep the contract amount, locations, project tasks and related files together. Use project templates to give repeated work a consistent starting point.
Construction project management
Zepfolio Projects
The contract, the field work and the cost of doing it. Keep each job's schedule and financial picture connected as the work changes.
14 days free · No card required · 3-seat minimum
A little hands-on time
Your first look at Projects.
Sample Company
Projects workspace
Sample Company · Projects
Dashboard
Active projects
2
Total contracts
$96,500
Job costs
$24,480
Open invoices
$7,200
Work waiting
Upcoming milestones
Oct 21 · Chris Allen
Oct 23 · Sam Rivera
Nov 3 · Chris Allen
Project overview
| Project / customer | Status | Progress | Contract | Job costs |
|---|---|---|---|---|
PRJ-2026-041 · West Park Estates | Active | 33% | $24,000 | $8,250 |
PRJ-2026-042 · Cedar Grove Builders | Active | 25% | $50,400 | $10,470 |
PRJ-2026-043 · Riverbend Property Group | Planning | 0% | $12,500 | $0 |
PRJ-2026-039 · Aspen Court HOA | Complete | 100% | $9,600 | $5,760 |
Latest field update
Water rough-in is complete in the kitchen. Both bathroom branches are in progress; pressure test is scheduled for Thursday.
For project managers tracking delivery and owners comparing job costs with customer billing.
- 01Set up the contract and tasks
- 02Track work and job costs
- 03Review progress and bill
The work, from start to finish
Plan the sequence of work
Organize phases, tasks and dependencies with a Gantt schedule. Customer-work crew deployment belongs in Dispatch's Project Crews; employee shifts belong in People.
Changes stay visible
Track change orders alongside the project and review work waiting for billing. Keep scope changes connected to the contract rather than buried in a separate document.
Costs come from real records
Project costs include job-coded labor, vendor bills and expenses. Follow the originating records to understand the numbers instead of entering the same cost again.
Field photos and files
Attach photos and documents to the job so the office and permitted team members can work from the same project context.
Know what is left to bill
Review contract value, invoiced-to-date, paid amounts and open balances. Prepare progress invoices through Accounting while retaining the project link.
Connected work. Separate companies.
Keep working in the active company, with the records and permissions assigned to your role. Linked information brings the field and office together without merging company data.
Zepfolio Marketing
Customer audiences, campaigns and follow-up
Zepfolio ZepBot
Company assistants and reviewed proposals
Zepfolio Portfolio
Cross-company cash, ownership and standing
Zepfolio Reviews
Customer reviews and service follow-ups
Zepfolio Chat
Company messaging and job conversations
Zepfolio Social
Company social campaigns and publishing
Zepfolio Expenses
Field receipts and employee expenses
Zepfolio People
Employee records, scheduling and payroll preparation
Zepfolio CRM
Customer relationships and sales pipelines
Zepfolio Time
Construction time tracking
Zepfolio Accounting
Contractor accounting
Zepfolio Dispatch
Field service dispatch
Zepfolio Desk
Shared inbox and customer communications
Zepfolio Sign
PDF editing and electronic signatures
Before you get started
Where do project costs come from?
Job-coded time, vendor bills and expenses contribute to project costs. Correct coding and authorized review remain important; an uncoded cost is not automatically assigned to a job.
How does progress billing work?
Progress invoices are tied to the project's contract amount. Customer/project billing views show invoiced, paid, outstanding and remaining-to-bill amounts.
Is crew scheduling part of Projects?
Project task schedules are in Projects. Dispatch handles customer-work deployment through Project Crews, while People manages employee shifts and availability.
Can everyone see every project?
Access depends on company membership and the permissions granted to the person. Switching companies changes the available records and tools.
Put it to work in your company.
$29 per active person per month. Every module included, seats shared across your companies.
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