Keep the work and its record together
Projects & Contractor Collaboration
Plan improvements, share selected work with contractors, and review evidence and costs without opening your whole household record.
What you can do
- Organize stages, tasks, milestones, progress notes and completion evidence.
- Preserve the original approved budget and reviewed signed change orders.
- Grant time-limited access to explicitly selected tasks and document originals; revoke access when work ends.
- Review submitted estimates and invoices, adopt existing costs when appropriate, and record payment allocations separately.