Project Management
When a job is really five jobs, three estimates, and a stack of permits — you need a project. Pillar groups everything under one record so nothing falls through the cracks on complex work.
Project Management is available on the Enterprise plan at $199/mo. All companies start with a 14-day free trial with full access.
A clear lifecycle for every project
Each project moves through defined stages. Your team always knows whether work is being planned, actively executed, or wrapped up.
Everything a complex job requires
Budget, timeline, documents, team, and every linked entity — managed from one project record.
Budget Tracking
Set a total project budget in USD. Track how much has been invoiced against the budget as work progresses.
Timeline Management
Define start date and target end date. Track actual completion date to compare planned versus delivered.
Document Storage
Attach contracts, permits, blueprints, photos, insurance, and warranties. Control visibility per document.
Team Assignment
Assign technicians with role descriptions and link customer contacts with roles like Primary or Billing.
Entity Linking
Jobs, estimates, invoices, equipment, service agreements, contracts, and communication logs — all linkable.
Archive Support
Archive completed projects to keep your active list clean. Archived projects remain searchable and accessible.
One project, everything linked
Jobs, estimates, invoices, equipment, service agreements, contracts, and communication logs can all be associated with a project. Open the project and see the full picture.
A project summary endpoint aggregates all linked entities into a single view — totals, statuses, and timelines at a glance.
Permits, blueprints, and contracts in one place
Attach any file to a project with type classification. Control which documents are visible to the customer through the portal and which stay internal.
8 Document Types
Contracts, permits, blueprints, photos, invoice backups, insurance, warranties, and other
Customer Visibility Control
Choose which documents customers can see through the portal and which stay internal
Secure File Storage
Files stored in S3 with presigned URLs for time-limited, secure access
Project Documents
Building Permit #4281
Permit
HVAC System Blueprint
Blueprint
Subcontractor Agreement
Contract
Site Photos - Week 3
Photo
Insurance Certificate
Insurance
Project Team
Contacts
James Henderson
Henderson Properties LLC
Sarah Chen
Henderson Properties LLC
Technicians
Mike Torres
David Kim
Ana Reyes
Contacts and crew in one view
Link customers to a project with specific roles — primary contact, billing contact, site contact. Assign technicians with role descriptions so everyone knows their responsibility.
Contact Roles
Primary, Billing, Site, or custom roles per contact
Primary Designation
One primary contact per project for quick reference
Technician Roles
Role descriptions like Lead, Specialist, or Team Member
Full History
See every team member who worked on the project
Budget and timeline at a glance
Set a total budget, define start and target end dates, and track actual completion. No surprises at the finish line.
PRJ-2026-00042
Henderson HVAC System Replacement
Budget
$24,500
Start Date
Jan 15, 2026
Target End
Mar 30, 2026
Linked Jobs
5
Invoiced
$18,200
Estimates
3 approved
Documents
7 files
Projects connect to your core workflows
Every entity in Pillar can be linked to a project. These features integrate directly with the project record.
Jobs & Work Orders
Link jobs to a project and track completion across the board.
Estimates
Attach estimates to a project for consolidated quoting.
Invoicing & Payments
Project invoices with progress billing support.
Contracts
Link contracts to projects for agreement tracking.
Equipment
Track installed equipment per project site.
Job Dependencies
Prerequisite relationships between project jobs.
Service Agreements
Tie maintenance agreements to long-term projects.
Communications
All project-related calls, emails, and SMS in one log.
Part of the Enterprise plan
ProProject Management is included with the Enterprise plan alongside contracts, job dependencies, audit logging, API access, and more. Start with a 14-day trial to explore everything.
See project management in action
Walk through a real project workflow with our team — from setup and budgeting through job coordination and final close-out. Tailored to how your business runs complex work.