Complete all fields in a simple 2-page workflow to quickly create a new project with multiple occurrences.
Start Building Your Project
- Click Projects in the left sidebar (desktop) or hamburger menu (mobile).
- Click the Create Project action in the upper right corner.
- Give your project a unique name.
- Use the Select Customer dropdown to locate an existing customers or select Create New Customer to add someone new to your database.
- Assign an Employee by using the dropdown to select from your list of users. If you are the only user on the account, this field does not appear.
Schedule
- Select Recurring to schedule multiple occurrences under one project.
- Set the Frequency (Weekly, Bi-Weekly, Monthly, Quarterly, Annually, or Custom). The date of each occurrence is based on the the first occurrence. If the first occurrence was a Wednesday, a weekly schedule sets occurrences every Wednesday. If the first occurrence is on the 20th, a monthly schedule sets occurrences on the 20th of each month. Use Custom if the project requires multiple occurrences that do not follow a set pattern. When you select this option, you must add the date of each occurrence manually.
- Select a start date in the future for when the project will begin and an end date so you know when to consider the project complete. If you are using a custom schedule, the first and the last occurrences are considered your start and end dates.
- Click + Add Times to set the start and end time for each occurrence. If you add a start time without an end time, it will default to a one hour block.
Project Address
- The address associated with the Customer will automatically populate. If the location of the job is different than the billing address, check the box next to Address is different than customer address to clear the fields and enter the correct location. Smart lookup will automatically populate a city and state based on the zip code. Using a different location on your project will not change the main address on the customer record.
Build Project
- Click +Add Items to begin building your project. If you already have items saved in your library, choose Select From Library. Select as many items as you need for your project and click the blue button to add. Tip: If something in your library is close but not exactly what you need, you can add the item to your project and, once added, edit the item within your project and do not check Save Changes to Item Library before you save.
- If the item(s) were not previously created in the Item Library, click Create New Item and complete the form.
- Review the list of items and total dollar amount making sure to add start dates and adjust quantities as necessary.
Click Next Step to proceed to page 2 or Save as Draft to save and come back later.
Payment Collection
Invoices are generated automatically, but you decide how you want to collect payments. See Collection Methods to learn more.
- Auto-Collect will automatically pay the invoice right away using a saved payment method authorized by your customer.
- Send for Payment will automatically send the invoice to your customer and they can click to pay.
- Manual Queue generates an invoice that is saved in drafts. You must manually send it to your customer or mark it as paid if you collected a payment in person.
Message to Customer
- Add an optional message to your customer. The message appears on body of the email, not on the project details page.
Emails
- The customer's email address populates automatically. Review or change if it should go somewhere else.
- Use +Add Email to add a recipient. Repeat this process until all addresses are listed.
Click Create Project to send a project confirmation email to your customer or click Save as Draft to save and send later.