Project pipeline overview

Projects centralize every interaction with your customers. Each project passes through a structured pipeline so your team can collaborate without losing context.

Stage progression

1. Inquiry – Capture basic customer details, scope, and attachments. Convert emails into inquiries via the shared mailbox integration.
2. Offer – Promote qualified inquiries to offers, reuse pricing templates, and send proposals with a single click.
3. Work order – Split confirmed scope into one or more project-scoped work orders. Each work order stays linked to its parent project and can carry its own positions, phases, work times, and reports.
4. Invoice – Generate draft invoices, synchronize them with your accounting system, and monitor payment status in real time.

You can move backwards if a customer requests changes—Einblick maintains a full history of stage transitions.

Project workspace

• Open Projects to browse the pipeline with Kanban, table, or timeline views.
• Filter by owner, probability, or delivery date to focus on the most relevant deals.
• Open a project overview to review the stage timeline, work-time insights, a dedicated discussion thread, and saved resource links in one place.
• Project discussions support file attachments and @mentions.
• Use Resources for external http or https URLs with previews. Plain domains are saved as https://...; uploaded files stay in the project-scoped Files tab.
• Projects can store a revenue account. When invoice journal entries are built from allocated work times, that project account can be used before the workspace revenue fallback.

Organizations on a project

• Each project can store one primary customer organization plus additional involved organizations with explicit roles such as lead, partner, or supplier.
• The project overview shows those official organizations and also lists derived organizations found on linked inquiries, offers, and invoices, so you can promote them into the project record when needed.
• When a project resolves to exactly one client organization, new inquiries, offers, and invoices linked to that project prefill the client organization automatically. If multiple customer candidates exist, choose the client organization manually.

Linked modules

Projects integrate with other areas of the platform:

• Tasks

  keep everyone aligned on next steps.

• Files

  store customer approvals, photos, and safety sheets inside the project's own folder tree.
• Reports summarize on-site inspections or progress updates.

Merge duplicate projects

• Select at least two project rows and choose Merge projects from the selected actions.
• Pick the project to keep; the comparison dialog shows linked data before you confirm.
• Linked work orders, inquiries, quotes, invoices, tasks, work times, organization links, resources, discussions, shares, activity and automation history, page and email links, WakaTime imports, and assistant executions move to the kept project. Contents from merged project folders move into the kept project's folder, and the other project records are deleted.

Best practices

• Pin your most common filters as saved views to return to them quickly.
• Use project tags to group work by region, industry, or priority and drive reporting insights.
• Keep customer contact details updated—communication templates pull data directly from the project record.