Questions & answers

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Dashboard

How do I add employees?

Navigate to your Dashboard, click on the Employees tab, and select "Add Employee". Fill in their contact details and assign their permission levels to send an invitation.

How do I add subs and suppliers?

Go to the Subs & Suppliers tab on your Dashboard, and click "Invite / Add". Enter their email or phone number to invite them to collaborate directly on your active projects.

How do I add customers?

Navigate to the Customers section of the Dashboard, click "Add Customer", and assign them to their specific project. They will receive an invitation to access their personalized homeowner portal.

How much information can customers see?

Customers can see the schedule, floor plans and docs and the design center / options and colors. They cannot edit anything except the options and colors, only with your approval.

Time Tracking

What if my employee forgets to clock out?

You can edit or override any hours from the payroll report.

Can I pay my employees through FocusProject?

Yes! FocusProject tracks hours accurately, allowing you to generate comprehensive payroll reports that can be exported directly to major payroll providers for seamless payouts.

Schedule

How do I see the task bars for a task that is happening way in the future? Like when the house will be completed?

Just click on the blue button next to the task you want to see, on the left next to the "Done." That will take you there.

How do I move the location of tasks?

You can adjust start and end dates directly on the schedule grid, or use our interactive drag-and-drop Gantt chart timeline to move tasks seamlessly.

How do I change the "Responsible Person" of a task, assign it to someone else?

Open the task details side panel by clicking the task name, find the "Responsible Person" dropdown menu, and select the new employee or subcontractor.

What does the +- days column mean?

The +/- days column represents the schedule variance. A positive number indicates how many days the task is running ahead of its baseline schedule, while a negative number shows it is running behind.

What does "Task Linked" mean?

Task Linked indicates a dependency between tasks. If a predecessor task (e.g. foundation) shifts, all linked successor tasks (e.g. framing) will automatically reschedule to maintain the correct sequence.

What is the easiest way to set up a New Project?

Copy Project! Take the time to set up one project with tasks, responsible person, QC Checklist, etc. THEN, once you have 1 good project set up, just click on SETTINGS > COPY PROJECT to set up the new project!

What if I want to move one task without moving the entire project?

Simply double-click the task to open its settings and temporarily unlink its dependencies. This allows you to shift its dates individually without triggering downstream schedule changes.

QC / Checklist

What are the templates for? What are the differences?

Templates allow you to standardize quality control. You can create different templates for different building phases (e.g., Foundation, Rough-in, Final Walkthrough) to ensure consistent standards across all builds.

How do I add new checklist items?

In the project checklist view, click "Add Item", enter the quality checkpoint description, and optionally assign a target date or responsible contractor.

Can I sort my checklists?

Yes! You can sort and filter checklist items by phase, completion status, due date, priority, or the assigned subcontractor.

How do I mark something as done?

Simply click the checkbox next to the checklist item. The system instantly logs the completion time, date, and user for verified quality control.

How do I add a picture to QC?

Click the camera/upload icon on any checklist item to snap a live photo using your phone or upload an image file from your device to document visual proof of completion.

How do I edit a checklist?

Click the "Edit Checklist" button in the checklist options. Here you can add, delete, rename, or reorder checklist items to match your project's specific needs.

Can I do payment requests through FocusProject?

Yes! You can set up payment requests to trigger automatically once specific Quality Control checklist items or milestones are marked complete and approved.

Can I print out the checklists to give to someone physically?

Yes, you can click the "Export / Print" icon to download a clean, professionally formatted PDF checklist to print out and hand over on the job site.

Punchlists

What is the difference between a checklist and a punchlist?

A checklist is used throughout the build for routine Quality Control (QC) items. A punchlist is compiled near project completion, tracking specific deficiencies or minor cosmetic items that must be resolved before final handover and payment.

What is the point of the priority letters?

Priority letters (A, B, C) prioritize punch items: 'A' represents urgent safety or structural issues, 'B' is for standard repairs, and 'C' signifies minor cosmetic touch-ups.

How do I edit a punchlist?

Go to the Punchlist tab under your project, click on any punch item to open its detail modal, and update its description, assigned subcontractor, or photo attachments.

Plans and Docs

What if I need to change or edit the plans I posted?

Simply upload a new revision of the plans. FocusProject's automatic version control updates all active screens to the latest sheets while keeping historic revisions safely archived.

Who can see the plans and docs?

General contractors, employees, and assigned subcontractors can view uploaded plans. You can also customize permission settings to grant view-only access to customers.

Options and Colors

Can I invite a customer to FocusProject? How do customers select what they want?

Yes! Invite them to their secure Customer Portal. They can access the options and colors selected for their build and submit selections or make design choices directly from the portal.

How can I edit the selection if the customer changes what they want?

Open the options manager in your dashboard, click on the specific selection item, and modify the details. You can request a digital signature to confirm customer changes.

Can I change the product image?

Yes, click on the specific selection item in the Options & Colors dashboard and click "Change Image" to upload a new product photo or color swatch.

Get Bids

How do I invite subs to FocusProject?

Go to the "Get Bids" module, create a bid package, and click "Invite Subcontractors" to send a secure bidding invitation via email or SMS link.

Can I get bids from subs that I don't know?

Yes, you can share the bid package publicly or browse the FocusProject verified contractor database to invite high-performing local sub-contractors.

Updates

What is the point of updates?

Updates let you share daily logs, progress reports, photos, and milestones to keep all subcontractors aligned and build massive trust with the homeowners.

Can a customer respond back?

Yes! Customers can leave comments, ask questions, or react to updates directly inside their homeowner portal.

Who sees the updates I send?

You can customize the visibility of every update. Set it to 'Private' (internal team), 'Team & Subs' (internal + subcontractors), or 'All' (which includes the customer).

Settings

What does saving as a template do?

Saving a project as a template saves the entire structure—including schedules, QC checklists, folders, and settings—so you can instantly replicate it for your next build.

What does copying a project do?

Copying a project duplicates all active schedules, tasks, responsible persons, and checklist configurations to a new project instantly, eliminating manual setup.

What does archiving a project do?

Archiving a project moves it out of your active workspace to keep your dashboard clean while preserving all logs, schedules, and plans for historical and legal records.

What does resetting the +/- days do?

Resetting the +/- days recalculates your active project timeline variance, establishing a new baseline from the selected date.

Find Subs and Suppliers

What if a sub or supplier isn't on FocusProject?

You can still add them to your directory by entering their contact details. They will receive automated notifications and requests via SMS or email, and can easily claim their free portal at any time.

Profile

How do I change my password?

Go to Profile Settings, click on the "Security" or "Change Password" tab, fill in your credentials, and enter a new secure password.

How do I change my profile picture?

Go to Profile Settings, click on your avatar photo, and upload a new profile picture or company logo from your device.

We are here to help

If you couldn't find the answers you need in our knowledge base, get in touch with our dedicated support team or request a personal walkthrough.

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