The Projects tab within the detail of a specific customer displays any drafts, estimates, and projects attached to the customer.
Actions
- View opens the project or estimate details.
- Click duplicate to quickly clone the existing project.
Projects list
- Created Date = the date the project was created.
- Project Name = the unique name given to the project at the time it was created.
- Status = Draft Estimate, Draft Project, Estimate, Active, or Complete.
- Total Amount = total amount for the project .
Use the Create Estimate and Add Project actions to begin creating a new estimate or project that is populated with this customer's information.