Create a project in the app

The Mobile App lets you spin up a new project from the field, without switching to the Portal. You capture the customer's contact and address, pick which phase the project starts in, and save. The project is the same record the Portal sees, so it's available there the moment you create it.

This is project creation, not offer building. On the app you create the project shell and capture who and where. The planning and quoting work, like sizing components and composing an offer with line-items, happens later in the Portal.

Who this is for

Installer admins, account managers, and field workers who need to create a project away from the desk, usually during a site visit. You need the permission for the phase you want to create. Only the phases your permissions cover appear in the phase picker, so a missing phase means you don't have that permission yet. Ask your admin to grant it.

Before you start

• Have the customer's basics ready: first name, last name, email, and the full address (street, number, city, postcode). Phone is optional.
• Decide which phase the project should start in: Request, Offer, or Installation. If you're not sure, start it as a Request and move it forward later.
• Turn on location services so the address can place a map pin you'll confirm.

Create a project

1. Open the Projects tab in the bottom navigation.
2. Tap the central plus button in the bottom navigation. It opens a quick-create panel.
3. Choose New project. The New project screen opens.
4. At the top, pick the phase: Request, Offer, or Installation. Only the phases your permissions cover appear here, so a missing phase means you don't have that permission yet.
5. Fill in the customer info: first name, last name, email, and the address (street, number, city, postcode). Telephone is optional.
6. Confirm the map pin. The address drops a pin on the map below. If the pin lands in the wrong spot, adjust it before you save.
7. Tap Save. You get a Project created successfully confirmation and land on the new project, ready to keep working.

Pro tip: Create the project as a Request before you leave for the site visit. When you arrive, the customer details are already in, so you can move straight into the work and switch the phase when you're ready.

Note: First name, last name, email, and address are required, and they're checked when you tap Save. If Save doesn't go through, check those fields for an error message and fill in anything missing.

Change the phase later

The phase you pick at creation isn't fixed. A project can move between Request, Offer, and Installation as it progresses, so starting a project in one phase doesn't lock it there.

Things to know

• You pick the starting phase, not a permanent one. Creating a project in the Offer or Installation phase just sets where it starts. It can move to another phase later.
• Confirm the map pin before saving. The address drops a pin on the map. If it lands in the wrong place, adjust it so the project is located correctly from the start.
• A project you create on the app is the same record as in the Portal. Same login, same data. It shows up in the Portal right away and you can keep working on it there.
• Offer building stays in the Portal. The app captures contact and location. Component sizing, offer templates, and turning a request into an offer with the data carried over are Portal jobs.
• Commercial work belongs in the Portal. This flow creates a residential project shell. The app has no dedicated commercial-project screens.
• Find what you just made. The new project appears in the Projects list, where you can search and filter to locate it.

Need help?

• Step-by-step questions about this flow. Contact your Reonic account manager.
• Feature requests or something missing. Drop a note to your Reonic account manager.
• Bug reports. Include a screenshot and a short description of what you were doing in your support email.

Last updated on August 4, 2026