How to create a project in Homeezy

Create a project in Homeezy with the Add project wizard: enter job details, attach a client, and set the starting status.

2 min readLast updated June 4, 2026

How do I create a project in Homeezy?

Go to Projects and click Add project to open the three-step wizard. Enter the job name, service, and address, optionally attach a client and a schedule, then choose whether the work is not started yet or already ongoing. When you finish, Homeezy opens the new project's workspace where you can build quotes, contracts, invoices, tasks, and material selections.

A project is the home base for one job. Every quote, contract, invoice, document, task, and material selection you create lives inside it, so the whole job stays in one place from first estimate to final payment.

Create a project step by step

1
Open the Add project wizard
From Projects, click the Add project button in the top-right corner.
2
Enter the project details
Give the project a name and pick the service from your offered services. Add the job address (this also fills the city), a short description, and an optional start and end date for scheduling.
3
Attach a client
Choose an existing contact, add a brand-new client, or skip the client for now. If you add a new client you can optionally send them an invite.
4
Set the starting status
Pick Not started for a fresh job, or Ongoing if work is already underway — ongoing projects let you upload an existing contract and quote PDF.
5
Finish and open the workspace
Click Create project (or Create blank project if you skipped the client). Homeezy takes you straight to the project page.

Only the project name and service are required. You can leave the address, description, schedule, and client blank and fill them in later from the project page.

What you can do once a project exists

Documents — build quotes, contracts, and invoices, or upload existing files.
Materials — send the client material selections to approve.
Tasks — track the work that needs to get done.
Client — keep the homeowner's contact details and history attached to the job.

No. You can skip the client step and create a blank project, then attach a contact later from the project page.

A project is a live job you manage end to end (quotes, invoices, tasks). A portfolio project is a finished showcase piece on your public profile. They're separate areas of Homeezy.

When you're hired from a marketplace lead, that job automatically appears in your Projects list alongside the ones you create yourself.

Create a project

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