Projects

Our core workflow broken down into key segments!

• Project Status Configuration
• Create and Manage Subcontractor Purchase Orders
• Change Orders
• How to Create a Request For Quote (RFQ)
• Project Scheduling
• Photo and Document Storage
• Using the Quantity (Qty) Field
• How to Delete a Project
• Project Type Management
• How to Manage Multi-Day Projects
• How to Create a Project Estimate Using Task-Based Estimating
• Adding Automations to Project Statuses
• Labor and Material Assignments
• Managing Inventory
• Updating and Tracking Costs
• Work Orders
• Managing and Applying Discounts
• Managing Sale Tax Rates
• Project Work Orders for Crew
• Using the Project Log