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Start creating projects

Now it's time to create your first project! Please note that some project features are only available if payments are enabled, which requires a merchant account. 

Summary of Essential Steps

Create a project

  1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
  2. Click on Projects.
  3. If you are in the mobile app or in a web browser on a mobile device, click Actions in the upper right corner.
  4. Click the Create Project.
  5. Give your project a unique name.
  6. Use the Select Customer dropdown to locate an existing customers or select Create New Customer to add someone new to your database.
  7. 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.

If the job will be completed in one session, schedule One Time.

  1. Go to start date and enter the date when work was or will be completed.
  2. Add the start and end time or check the box next to all day event. This information is critical for Schedule and project reminders.
  3. The project address automatically pulls in the addresses associated with your customer. If this is not where the work will be done, check the box next to "Address is different than customer address" and enter the location address for the job.

If the project requires multiple occurrences, schedule Recurring (payment processing required).

  1. Change the toggle from One Time to Recurring.
  2. Select a frequency from the list. If none of the fixed schedules fit your needs, select Custom and manually enter the dates.
  3. Go to start date and enter the date when work was or will be completed.
  4. Go to end date and enter the date of the last occurrence for this project.
  5. Start and end times are optional, but this information is critical for Schedule and project reminders.
  6. The project address automatically pulls in the addresses associated with your customer. If this is not where the work will be done, check the box next to "Address is different than customer address" and enter the location address for the job.

Add items

Begin adding items to show detail for the work to be done.

  1. Click Add Items to begin building your project.
  2. Use Select From Library to add items that already exist in your Item Library and click the Add to Project button. Once added, you can click Edit to customize the item for this project. Otherwise, click Create New Item to add something new.
  3. Review the list of items, quantities, and dollar amounts making sure to add start dates and adjust quantities as necessary. 
  4. Click Next Step to proceed to the next page or click Save as Draft to save and come back later.

Collection methods (requires a merchant account)

One Time projects have the option to require a down payment before work begins. 

  1. Go to Down Payment.
  2. Change the toggle to Yes.
  3. Enter a percentage or dollar amount for the deposit requirement. Entering one will automatically populate the other. The down payment requirement, dollar amount, and percentage are confirmed in the email to your customer.
  4. Select a collection method for the down payment. Send For Payment adds a payment page link in the confirmation email so your customer can submit a payment online. Take Payment Now allows you to enter the payment using a saved payment method (requires customer authorization). Select Record Cash/Check/Other Payment if you will be collecting payment outside of Project to Payment.

Recurring projects automatically generate invoices, but you can choose how you would like to collect payment. 

  1. Go to Payment Collection.
  2. Select the method you would like to use for this project. Auto will automatically pay the invoice right away using the saved payment method authorized by your customer. Send for Payment will automatically send the invoice to your customer with a link to click to make a payment. Manual Queue generates an invoice that is saved in drafts. You must remember to manually send the invoice to your customer or mark it as paid if you collected a payment in person.
  3. If you select Auto, go to Payment Method and select the customer's saved account. Make any necessary corrections to the billing address.

Send to your customer

  1. Message to Customer is an optional field that appears on the project confirmation page. This is very useful if there are important details to communicate to your customer.
  2. Make corrections to the customer's email address. Use + Add Email if anyone else should receive copies of emails about the project.
  3. Click Create Project to finalize the project and send a copy to your customer or click Save as Draft to save and come back later.