MCG-2041 · Internal · Admin View

Project Settings

Project details, client access, billing defaults, team assignment, and integrations.

Project details

McGuinness Estate
MCG-2041
3021 Del Rio Pike, Franklin, TN 37069
Dec 15, 2026
work-123-ocean.webp · Replace
Full custom residence — 46 production items across millwork, furniture, and lighting packages.

Client details & access

Shane McGuinness
shane@mcguinness.co
McGuinness Family Trust
Same as project
✉ Invite Client Copy Signup Link Shane + Michelle have portal access · last sign-in Jul 31

Billing

USD
0.0
Due on Receipt
✓ Connected · Auto-sync enabled

Team assignment & project access

Daniel Reyes
Tomáš Novak — Novak Millworks
Marcus Bell
Email digests on approvals, RFIs, payments

Integrations

Procore
Connected — Shoreline Building Group workspace. Docs sync nightly.
DocuSign
Connected — JWT server auth. Envelopes send from contracts pages.
QuickBooks
Connected — invoices + payments auto-sync. Last sync 06:00.

Danger zone

Archive
Delete Project
Archived items + archived RFPs are recoverable · deletion is permanent