How to create a project ?

Learn—step by step—how to create a new project in Billdr Pro, either by sharing an auto-generating “Magic Link” with prospects or by entering project and client details yourself from the My Projects page.

Written By Francois Jullien

Last updated 22 days ago

1 . Use the Magic Link (automated)

  1. In My Projects, click Add a New Project and select Magic Link.

  2. Copy the unique hyperlink that appears.

  3. Share this link anywhere you attract leads—your website, email campaigns, text messages, social media.

  4. When a prospect opens the link, they see a Billdr-hosted form tied to your account. They enter their contact details, address and a brief scope of work.

  5. The moment they hit Submit:

    • Billdr Pro auto-creates a new project card in My Projects (e.g., Henry Richardson – Etobicoke).

    • You receive a real-time text alert so you can follow up immediately.

  6. Open the new project: the client’s name, phone, email, address and scope already populate the left-hand “Project Info” panel. From here you can jot personal notes, issue a quote or schedule a site visit without re-keying anything.

When to prefer this option: you want a friction-free funnel where prospects self-serve their project intake and data flows straight into your pipeline.

2 . Create the project yourself (manual)

  1. Stay on My Projects and click Add a New Project again, but choose the manual option.

  2. Fill in:

    • Project Name – e.g., Home Addition.

    • Project Address – begin typing and select the correct location from the drop-down.

  3. Attach a client:

    • New client – click Create New Client, then enter name, phone, and email in the pop-up.

    • Existing client – start typing and pick the matching record from the auto-suggest list.

  4. Press Create (or Save). The project now appears in your board/dashboard with status Lead and is ready for quoting, scheduling or task tracking.

When to prefer this option: you just spoke to a lead by phone or met someone on-site and want to capture the opportunity yourself right away.

Key takeaways

  • Navigation path: My Projects → Add a New Project.

  • Magic Link = hands-off lead capture plus instant SMS alert.

  • Manual form = fast data entry for walk-ins or repeat clients.

  • Both methods land the project in the same dashboard, fully linked to client info and ready for quoting, scheduling and file management—so pick whichever fits your workflow.