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. On the Overview tab, changes save as you type. Press Cmd+S (Ctrl+S on Windows) to save at once. On the Proposal and Invoice tabs, click Save

The tabs above show in this order: Overview, Proposal, Site Recon, Well Log, Pump Log, Invoice. Site Recon is part of the Professional and Enterprise plans, so on Starter it is not shown. Everything else - Files, Compliance, Hazards, Inventory, Lab, Daily Report, Activity, Costs, and more - lives in the More menu at the end of the tab bar, grouped by when you'd need it (job setup, field work, service and follow-up, office). Which tabs you can see in More still depends on your role and your plan (Files, like Site Recon, needs Professional or Enterprise).

Understanding the Interface

Project Header

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

Status Color Coding

Tab-by-Tab Guide

Overview Tab

The Overview tab displays core project information.

Customer Section:

• Customer name (linked to Contacts)
• 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. Open the Proposal tab
2. In the line-item editor, type in Item Name and pick a match from your inventory, or type a custom name
3. Enter the Quantity and the unit
4. Adjust the retail price if needed. A blank retail price charges the unit cost
5. Repeat for all items. Use Select Template... to load a saved proposal template
6. Click Save

For recipients, down payments, and sending, see Send a Project Proposal.

Line Item Categories:

Quick Actions:

• Reorder: Drag the handle at the left of a row
• Remove: Click the remove icon at the right of a row
• Taxable: Tick the box on a row to tax that item

Site Recon Tab

Log a site visit before or during drilling: what the crew found on site, where it is, and photos to back it up.

Step-by-Step: Log a Site Recon

1. Go to the Site Recon tab
2. Select the current Construction Stage (Pre-Foundation, Foundation, Backfilled, Framing, Roof On, Interior/Mechanicals, Drywalling, or Existing Structure) if the site is building around an existing or planned structure
3. Type notes for the office - access, conditions, or anything onsite they should know about
4. Click Log GPS coordinates to capture the device's current location. If the reading is more than 100 ft from the project's saved location, DrillerDB asks whether to update it before saving
5. Drop in photos or documents, or click the upload box to choose files
6. Click Notify office and 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.

Pump Log Tab

Water test and pump installation records for the well.

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

Invoice Tab

Manage billing after project completion.

Step-by-Step: Create Invoice

1. Complete the project work
2. Go to the Invoice tab
3. Add the billable lines with Add Row, or review the lines already there
4. Click Save
5. Click Create Invoice. In the dialog, review the invoice number, date, payment terms, and recipients
6. Send it to the customer, or click Create Without Sending to keep a record for the office to review first

Payments, reminders, and history are on the invoice itself. See Create an Invoice from Completed Work.

You'll also find these tabs under the More menu, depending on your role and plan:

Site Tab

Document site conditions and photos.

Site Information:

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

Photos:

1. In the Site Images section, drop photos into the upload box, or click it to choose files from your device.
2. Each photo appears with a Delete button and an Add a note... line underneath.

Add or edit a photo caption:

1. Under any photo, click Add a note....
2. Type a short note about the photo, like what it shows or where it was taken.
3. Press Enter, or click anywhere outside the box, to save. Press Esc to cancel.

4. To change a caption later, click it again and edit the text.

Site Notes:

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

Hazards Tab

Records the distance, in feet, from the proposed well to nearby contamination sources - the setbacks needed for permits and compliance.

Step-by-Step: Record Hazard Distances

1. Go to the Hazards tab
2. Enter the distance in feet to each nearby contamination source (septic, fuel tanks, surface water, and so on)
3. Leave a field blank if it doesn't apply
4. Check No POWTS components on site if the site has no septic, holding, or mound system
5. Click Save

DrillerDB flags any distance below a typical 25 ft setback so you can double-check it before submitting a permit.

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

The Overview tab saves as you type, so it has no Save button. Press Cmd+S (Mac) or Ctrl+S (Windows) to save at once. The Proposal, Invoice, Hazards, and Well Log tabs have their own Save button. Click it before you leave the tab.

Advancing Project Status

Step-by-Step: Change Status

1. In the header, find the row of numbered status steps (for example Proposal, Open Job, Complete)
2. Click the step you want to move to
3. Confirm in the window that opens
4. The status updates

To file a finished job away, click Close job. On a job that is not finished, the same button reads Close out unfinished job and asks for a reason. A closed job shows Reopen Job for admin and office users. See Project Statuses.

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:

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
• Files and Site Recon are part of the Professional and Enterprise plans and are not shown on Starter
• 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 the file size. A photo has to be under 25 MB
• Check the file type. Photos go up as JPG, JPEG, PNG, GIF, HEIC, HEIF, or WebP
• A PDF is not a photo here, and the upload box refuses it. Put documents on the Files tab instead (Professional and Enterprise plans)
• Try a different browser

Related Topics

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