Create a project
Everything in Onsite360 is organized by project — one per job. Plans, documents, decisions, photos, and Ask Onsite360 are all scoped to a project.
Steps
- From the Projects page (or the Dashboard), click New project.
- Give it a name — usually the job address or client name, e.g. “123 Main St Renovation.”
- Add the address (optional but recommended — it powers weather-aware scheduling and permit lookups) and a short description.
- Click Create Project. You'll land on the project overview.
The project overview
The overview is your launchpad for the job. The Quick Actions grid gets you straight to the things you'll do most:
- Upload Plans — get your drawings in.
- Ask Onsite360 — ask questions about the job.
- Log Decision — capture a decision so it's searchable later.
What's next
Now let's get your drawings in: Upload your plans.