Creating Projects
A project represents one staging job — from the first walkthrough through destage and final payment. Most things in StagePulse (invoices, contracts, photos, inventory deployments, monitoring) attach to a project, so creating one is usually the first thing you do after a job is confirmed.
Creating a Project
- Click New Project from the dashboard, projects page, or the mobile tab
- Enter the property address — start typing and pick from the suggestions
- Set the status (Draft, Active, Completed, or Cancelled)
- Optionally add:
- Project name (e.g. "Smith Residence" — easier to spot than "234 Oak St")
- Start and end dates
- List price (if known)
- Quoted total (your estimated fee)
- Notes (access codes, gate instructions, anything useful later)
Project Statuses
- Draft — you're still building it out; not live yet
- Active — staging is in progress
- Completed — finished and counted in revenue stats
- Cancelled — job fell through; kept for records but excluded from revenue
Only Completed projects show up in revenue reports. If a project is done but still marked Active, it won't count.
What You Can Attach to a Project
Once created, a project becomes a hub for:
- Contacts — the broker and seller (and anyone else)
- Photos — before/after shots, room tags, captions
- Inventory — what furniture you deployed
- Services — line items with quantities and prices (feed into invoices)
- Invoices — generated from services, sent via QuickBooks or Stripe
- Contracts — staging agreements sent for e-signature
- Calendar events — install day, destage, extensions, custom
- Property listing monitoring — auto-tracks MLS status
- Payments — manual payment records outside of QuickBooks/Stripe
Property Types
When creating a project, you can tag the property type (Single Family, Condo, Townhouse, Duplex, Mobile Home, Apartment). This isn't required, but it powers the property-type filter in Statistics.
Long-Term Staging
Some projects aren't conventional for-sale stagings — model homes, model apartments, or any ongoing demo space that sits for months or years without a sale event. For these, check Long-term staging on the project form.
When a project is marked long-term:
- Property listing monitoring is skipped — we don't try to track MLS status since there isn't a listing
- Market performance stats exclude the project — days-on-market, ROI%, list-to-sale ratio all skip it. A model home that sits for two years would otherwise wreck your averages.
- Revenue and project volume still count — it's a real paid job, so it appears in revenue totals, monthly project counts, and client breakdowns
You can toggle the flag on or off anytime. Flipping it on for an existing project stops monitoring going forward (historical snapshots stick around).
Dates Matter
Start and end dates feed several automations:
- Calendar auto-generates derived events (staging on start date, destage on end date, extension reminder before end date)
- Extension reminder emails (if enabled) fire X days before the end date
- Statistics uses completion dates for monthly revenue reporting
If dates change mid-project, update them — the calendar and reminders re-adjust automatically.
Tips
- Use a project name like "Smith Residence" alongside the address. It's easier to scan a list of "Smith", "Garcia", "Chen" than five addresses in a row.
- Fill in the list price if you know it — it makes ROI in Statistics meaningful.
- Draft mode is your safety net: build out the project details, attach contacts, attach services, get the contract signed, then flip it to Active. Keeps your Active count accurate.
- Add gate codes, alarm codes, and parking instructions to the notes field — mobile-friendly and searchable later.