Creating a project

The folder everything hangs off — and the tick box that decides who sees it on their phone.

On this page

A project is the site. Documents, times, reports, photos and the chat hang off it. Only the name is mandatory.

The project list
The project list

How you create one

  1. Click New project.
  2. Enter the Name. Without it nothing can be saved.
  3. Number is optional — leave it empty and Zirko assigns the next free one.
  4. Choose the Status: First contact, Quote, Ordered, In progress, Completed, Archived. You create your own under Manage statuses.
  5. Search for the Customer. This too is optional — a project may start without a customer and get one later.
  6. Use the customer’s address or enter the site address.
  7. On-site contact — whoever unlocks the door. Name, telephone, email.
  8. Select Employees.
  9. Save.

Point 8 is the most important one. Whoever is selected here sees the project on their smartphone. Whoever is not selected does not see it — and will not find the site they were sent to either.

The on-site contact is not a nicety: the team sees the name, telephone number and email in the mobile application and can call straight from there.

A project in the detail view
A project in the detail view

What is on the project page

Two main tabs: Overview and Job costing. Below the cards, three more: Documents, Reports, Files. On the right the Chat runs the full height of the page — it is not a tab, it is always there.

At the top are the cards for working hours (recorded against calculated), customer, period, site, on-site contact, description and phases, together with the buttons Change status, Edit and Record costs.

Job costing puts the calculation and reality side by side: total costs, cost types and the verdict “over the calculation” or “under the calculation”. It is part of the Team and Company packages; during the trial every business has it. Record costs has three tabs — Recorded times, Incoming invoices, Consumption.

Archive instead of delete

Finished projects belong in the Archived view. They disappear from the daily list and stay complete — with documents, times and reports. Restore brings them back.

What is not possible today

  • Reports open in the view built for the site — they have no separate office view. A report cannot be sent from Zirko.
  • Reports, photos and measurements are created on mobile only, on site.
  • The lists under Documents, Reports and Files are capped — they show the newest, not all of them.
  • Only images (PNG, JPG, WEBP) and PDFs go into Files. Anything deleted cannot be brought back.
Applies to: DE · AT · CH · NL · LU · IE · GB · CZ · SE · FI · AU · NZ · CA · US · EE · MT · CY · LT · LV · JP · IT · PL · RO

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