> ## Documentation Index
> Fetch the complete documentation index at: https://docs.x.build/llms.txt
> Use this file to discover all available pages before exploring further.

# Projects overview

> Every job gets one home in XBuild — the project

## Working with projects

A project is the home for a job — customer, address, photos, estimate and proposals, checklists — and every estimate lives inside one. The AI estimator is a project-page tab, so a project can start the moment a lead calls. Existing estimates are already projects, listed on the **Projects** page with their conversation on the **Estimator** tab.

*The project page is rolling out to every account. If Home still opens on the chat box, your account hasn't switched over yet — contact [support@x.build](mailto:support@x.build) if you'd like it sooner.*

### 1. Pick a starting point on Home

Home opens on two cards; both create a project, differing only in where you land:

| Card                               | Lands on                                                                                      |
| ---------------------------------- | --------------------------------------------------------------------------------------------- |
| **Start a new project**            | **Overview** tab — no AI conversation, no tokens spent                                        |
| **Create an estimate or proposal** | **Estimator** tab, ready to chat — see [Creating an estimate](/features/creating-an-estimate) |

**Create ▾** (top-right of Home) is the other way in: **New project** opens the same dialog; **New contact** adds a person to your [contact directory](/platform/contacts) without a project.

### 2. Create a project

The dialog asks you to **Choose a starting point**:

* **New project** (labeled **New estimate** from the estimate card) — fill in the details yourself.
* **Import from Connectors** — start from a JobNimbus, AccuLynx, or Jobber job, a QuickBooks customer, or a CompanyCam project. The project is prefilled with the record's name, address, and customer, and linked to the record so its files and photos can come along. One connector per import; link more later from **Connect** or the rail's **Connectors** widget ([connectors overview](/connectors/overview)).

On the **New project** path, everything is optional and editable later:

1. **Project name** — matching contacts appear as you type; pick one to make them the customer, or dismiss the list to use the text as a plain name.
2. **Details** — description, scope, materials, or notes; on the estimate path, the AI's first briefing.
3. The chip row: **Contact** (search or create; once set, an **Add contact** chip links additional people without replacing the primary), **Address** (**pick from the suggestions** — unpicked text is discarded, so the address is always a matched one), **No assignee** (the owner — defaults to you), **Members**, and **Add trades**.
4. Attach photos or files — the estimator sees them from its first message.
5. Click **Create project** (or **Start estimating** on the estimate path).

### 3. Find your way around the project page

**The header**: name and address (click either to edit), the properties chip row — owner, members, scope, trades — and, on pipeline plans, the stage.

**The center tabs:**

| Tab                            | Contents                                                                                                                           |
| ------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------- |
| **Overview**                   | Default: quick actions (**AI Estimator**, **Upload**, **Connect**), proposals, checklists, photo strip; open tasks on select plans |
| **Album**                      | Photos and video, with sharing — [Albums and sharing](/features/albums-and-sharing)                                                |
| **Estimator**                  | AI conversation plus proposal preview; resumes where it stopped                                                                    |
| **Checklists**                 | Inspection and production checklists — [Checklists](/features/checklists)                                                          |
| **Construction** / **Finance** | Select plans — [Work orders and crews](/platform/work-orders-and-crews), [Project finances](/platform/project-finances)            |

**The right rail:**

| Rail tab          | Contents                                                                                                                              |
| ----------------- | ------------------------------------------------------------------------------------------------------------------------------------- |
| **Overview**      | **Project details**, **Client details** (the project's contacts), and the **Connectors** widget — **See all** opens the connector hub |
| **Files**         | Proposals (with **Version history**), photos, documents; upload actions for each                                                      |
| **Claim details** | Insurance projects only: claim header fields and claim-related invoices                                                               |
| **Team comments** | Team chat — [Team collaboration](/features/team-collaboration)                                                                        |

**Hide panel** collapses the rail.

### 4. Start the estimate whenever you're ready

Open the **Estimator** tab (or click **AI Estimator** on Overview). A **What the estimator can see** card at the top of the chat lists the project's photos, documents, and linked connectors — nothing needs re-attaching. Chat as usual; the proposal builds in the preview.

See also [Publishing your proposal](/features/publishing-your-proposal) and [Editing estimates and proposals](/features/editing-estimates-and-proposals).

### 5. Switch between proposal versions

The **Estimator** preview shows the latest version. For an earlier one, click its **milestone card** in the chat, or open **Proposals** (Overview or rail **Files**) → **Version history**.

The preview pins to that version and the URL changes with it, so the link shares exactly that view. **Back to latest version** returns. If a version takes too long to load, the preview says so and offers **Back to latest version** instead.

### 6. Keep the job moving

* **Checklists** — attach from Overview, run in the field — [Running a checklist](/features/running-a-checklist).
* **Photos** — capture in the [mobile app](/mobile-app/capturing-photos-and-video); they land in the Album automatically.
* **Connectors** — link a CRM job, CompanyCam photos, an EagleView report, or a QuickBooks customer from **Connect** or the rail's **Connectors** widget, without the chat — [connectors overview](/connectors/overview).
* **Stage and tasks** — select plans — [Pipeline stages](/platform/pipeline-stages), [Tasks](/platform/tasks).

### 7. Troubleshooting common issues

* **I created a project but there's no estimate on it.** By design — **Start a new project** spends no tokens. Open the **Estimator** tab when ready, or pick **Create an estimate or proposal** next time.
* **The address I typed didn't save.** Addresses are picked, not typed. If the exact address isn't suggested, pick the closest match and adjust it later.
* **The estimator is asking for photos I already uploaded.** If the **What the estimator can see** card counts your photos, the AI has them — point it at them by name.
* **I can't see the Construction or Finance tab.** Both are on select plans; Finance is also limited to members with access to it. If your plan includes them, contact XBuild Support.
* **I picked the wrong customer.** Open **Client details** in the right rail and change the primary contact — the [contact](/platform/contacts) stays in your directory.

For further assistance, contact XBuild Support at [support@x.build](mailto:support@x.build).