Create a project Last updated on 03/02/2023
To begin working on a project and tracking it, you need to first create a project. You have the option of creating a project from multiple areas depending on where you are in your project journey with your customer.
Things to know
If you need a project for a particular customer or service location, create the project before you start booking jobs. That way, you can book jobs for the project directly from the Project screen, keeping all information organized and in one place.
If you've already booked at least one job for the project, you can create a project from the job record.
Use cases
If you’re a Residential Service and Replacement business, create a project when:
An estimate sells and an install is booked.
A diagnostic requires a follow up install.
Doing a multi-trade install.
If you’re a Residential Construction business, create a project when:
Budget vs actual reporting is needed.
More than one invoice needs to be created for the work. For example, Progress billing.
Different job types are needed to finish work for a customer. For example, Rough In, Trim, Finish, and others.
If you’re a Commercial Service and Replacement business, create a project when:
Budget vs actual reporting is needed
More than one invoice is needed for the work. For example, Progress billing.
An estimate sells and an install is booked.
A diagnostic requires a follow up install.
Doing a multi-trade install.
If you’re a Commercial Construction business, create a project when:
Budget vs actual reporting is needed.
More than one invoice is needed for the work. For example, Progress billing.
Different job types are needed to finish work for a customer. For example, Rough In, Trim, Finish, etc.
Create a project from the customer record
Search and open the customer record you want to create a project from.
From the customer record, click Create Project.
Select Location window opens.
Select the location for which you want to create the project.
When you’re done, click Ok. The project record opens.
Click the No Project Name field to add a name for the project.
You’re now ready to track the project.
Create a project from the customer location
Search and open the customer location you want to create a project from.
From the location record, click Create Project.
A confirmation window opens.
On the confirmation window that opens, click Ok. The project record opens.
Click the No Project Name field to add a name for the project.
You’re now ready to track the project.
Create a project from a sold estimate
Search and open the sold estimate you want to create a project from.
From the sold estimate, click the Actions dropdown and select Add to Project.
Add Estimate To Project window opens.
Select Create a new project.
When you’re done, click Add to Project. The project record opens.
Click the No Project Name field to add a name for the project.
You’re now ready to track the project.
Create a project from the job record
Search and open the job record you want to create a project from.
From the job record click the Job Actions dropdown and select Create project.
A confirmation window opens.
Click Ok. The project record opens.
Click the No Project Name field to add a name for the project.
You’re now ready to track the project.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.