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Categories Mobile App
Created by Dave Kirn
Created on Aug 10, 2026

Create a project from an accepted opportunity in the mobile app

The problem

Once an opportunity is accepted, an admin or project manager working from the app has no way to turn it into a project. That means the work cannot be scheduled until someone is back at a computer, which delays getting technicians onto the calendar — often by a day when the acceptance comes in while you are out.

What we're considering

From an accepted opportunity in the app, create the project and then schedule it: assign resources and set dates without leaving the app.

What we'd like your feedback on

  • How often you need to do this from a phone or tablet rather than at a desk
  • Whether you need full project setup, or just enough to get the work onto the schedule
  • Attach files