Project Details

The project detail page is your central hub for managing all aspects of a drilling project. This guide walks you through each tab and feature.

Quick Start: Navigate Project Details

1. Go to Projects in sidebar
2. Click any project to open details
3. Use tabs to access different information
4. Click Save after making changes

Understanding the Interface

Project Header

The header appears at the top of every project and shows:

Status Color Coding

Tab-by-Tab Guide

Main Tab

The Main tab displays core project information.

Customer Section:

• Customer name (linked to Rolodex)
• Phone and email
• Billing address

Location Section:

• Job site address
• City, State, ZIP
• County (for permits)
• GPS coordinates

Project Details:

• Well type (Residential, Commercial, etc.)
• Drilling method
• Estimated depth
• Special requirements

Scheduling Section:

• Assigned team
• Scheduled dates
• Lead driller
• Equipment assigned

Proposal Tab

Build and manage project pricing.

Step-by-Step: Add Line Items

1. Click Add Line Item
2. Select from your saved items or create custom
3. Enter quantity
4. Adjust price if needed
5. Repeat for all items
6. Click Save

Line Item Categories:

Quick Actions:

• Quick Add: Add multiple items at once
• Duplicate: Copy existing line item
• Reorder: Drag to rearrange items
• Delete: Remove unwanted items

Invoice Tab

Manage billing after project completion.

Invoice Features:

• Generate invoice from approved proposal
• Track payment status
• Record partial payments
• Send payment reminders
• View payment history

Step-by-Step: Create Invoice

1. Complete the project work
2. Go to Invoice tab
3. Click Generate Invoice
4. Review line items (pulled from proposal)
5. Set payment terms
6. Click Send Invoice

Site Tab

Document site conditions and photos.

Site Information:

• Access directions
• Gate codes
• Property owner contacts
• Parking locations

Photos:

1. Click Upload Photo
2. Select images from device
3. Add caption/description
4. Photos display in gallery view

Site Notes:

• Document conditions before work
• Record obstacles encountered
• Note any customer preferences

Hazards Tab

Safety documentation for field crews.

Common Hazards to Document:

Step-by-Step: Add Hazard

1. Go to Hazards tab
2. Click Add Hazard
3. Select hazard type
4. Enter description and location
5. Upload photo if helpful
6. Mark severity level
7. Click Save

Well Log Tab

Record drilling and completion data.

Geology Section:

• Formation layers encountered
• Depths and thicknesses
• Material descriptions
• Water-bearing zones

Casing Section:

• Casing type and diameter
• Set depths
• Grout intervals

Completion Data:

• Total depth drilled
• Static water level
• Yield (GPM)
• Screen placement

Step-by-Step: Enter Well Log

1. Go to Well Log tab
2. Click Add Formation for each layer
3. Enter depth from/to
4. Select material type
5. Add description
6. Mark water-bearing if applicable
7. Repeat for all formations
8. Complete casing and screen sections
9. Click Save

A checkmark appears when the well log is complete.

Activity Tab

View complete audit trail of project changes.

Tracked Events:

• Status changes
• Field updates
• Proposal sends
• Invoice activities
• User edits

Activity Entry Details:

• Who made the change
• When it occurred
• What was modified
• Previous and new values

Working with Projects

Saving Changes

After editing any tab:

1. Review your changes
2. Click Save button
3. Wait for confirmation
4. Changes sync immediately

Advancing Project Status

Step-by-Step: Change Status

1. Click current status in header
2. Select new status from dropdown
3. Confirm the change
4. Status updates immediately

Or use the workflow buttons:

• Send Proposal: Moves to Sent status
• Convert to Open Job: After approval
• Mark Complete: When work is done
• Close Project: Final archive

Accessing Related Records

Quick links available from project details:

Step-by-Step: Run a Project Detail QA Check

1. Confirm customer, location, and project status are accurate
2. Validate proposal and invoice tabs for pricing consistency
3. Check site photos, hazards, and notes for field completeness
4. Review well log entries and completion fields
5. Inspect activity log to verify no critical updates were missed

Additional Tabs

Depending on your configuration, you may see:

Pump Logs Tab

• Pump installation records
• Make/model information
• Serial numbers
• Warranty dates

Daily Reports Tab

• Field crew daily logs
• Time on site
• Work completed
• Issues encountered

DVIR Tab

• Driver Vehicle Inspection Reports
• Pre-trip and post-trip inspections
• Equipment condition records

Lab Results Tab

• Water quality test results
• Bacteria tests
• Mineral analysis
• Compliance documentation

Troubleshooting

Changes not saving?

• Check internet connection
• Verify required fields are complete
• Look for validation errors
• Try refreshing the page

Tab not appearing?

• Some tabs are role-restricted
• Check with administrator
• Tab may only show when data exists

Can't edit fields?

• Project may be closed
• You may lack edit permissions
• Field may be system-generated

Photos not uploading?

• Check file size (max 10MB)
• Verify file type (JPG, PNG, PDF)
• Try a different browser

Related Topics

• Creating Projects - Start new projects
• Proposals & Line Items - Build quotes
• Project Statuses - Workflow stages
• Well Logs - Completion records