A project in Turbo is the job that everything else attaches to — the materials, the purchase orders, the labour, the quality assurance (QA) checks, the shipments and the invoices.
The project list
Go to Projects. Three tabs sort your jobs by where they are: Active, Invoiced and Complete.
The list shows Project, Customer, Customer PO, Reference, Status, Due Date, whether it's Scheduled, the Quote value, whether Site Work is required, who it's Assigned To, and who's Clocked On right now.
Across the top: Imports, Kanban, Schedule and Quality Assurance.
Setting a project up
| Field | Use it for |
|---|---|
| Name | What the job is called (required) |
| Customer | Who it's for (required) |
| Ship to Address | Default address, or a new one for this job |
| Customer PO | Their order number |
| Location | Which of your locations owns it |
| Job Type | Your own categorisation |
| Reference | Your reference |
| Start Date / Due Date | When it runs |
| Priority | None, Low, Medium or High |
| Assigned to | The project manager |
| Status | Built-in and your own statuses |
| Site Work | Whether site work is required |
| Main Project | A parent project, if this one sits under a bigger job |
| Description | What the job involves |
Scheduling
Set Scheduled to Yes and give a From and To date. The project record then shows a banner confirming it e.g. — "The project has been scheduled for 30/10/2025 to 06/11/2025" — and the job appears on the schedule. See Scheduling projects.
The tabs
| Tab | What's on it |
|---|---|
| Properties | Your own custom fields — see below |
| Notes | Notes against the job |
| Products | Finished goods and products on the job |
| QA Checks | Quality checks for this project |
| Material | Raw material assigned to the job |
| Shipments | What's gone out |
| Documents | Attached files |
| Invoices | What's been invoiced |
| Purchases | Purchase orders raised for the job |
Custom properties
The Properties tab holds your own fields, each with a Name, Value and Comment. The demo shows a free-text custom question and a custom dropdown, so you can capture whatever your trade needs against every job and keep the answers consistent.
Your own properties are defined under Apps → Projects → Manage, on the Properties tab — which sits alongside Job Types and FE Codes on the same screen.
Other actions on the record
Email the project, Add Note, Add Document, View clocked time, Shipments Invoices, Import Parts for Order and Free Entry.
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