Complete all fields in a simple 2-page workflow to quickly create a new project.
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 One Time. If you need to schedule multiple occurrences, see Create Recurring Project.
- Select a Start Date in the future for when the project will begin.
- Select a Start Time and End Time or check the box next to All Day Event. 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.
Down Payment Select Yes to require a down payment to approve the project. Enter a percentage or dollar amount (entering one automatically populates the other). The down payment requirement, dollar amount, and percentage are confirmed in the email to your customer. Select No to approve the project and begin working without any money up front. Emails Add an optional message to your customer. The message appears on body of the email, not on the project details page. The customer's email address populates automatically. Change if it should go somewhere else or use +Add Email to add recipients. |
Click Create Project to send a project confirmation email to your customer or click Save as Draft to save and send later.