Create New Project

Use the Project feature to organize and track everything related to a job—estimates, POs, jobs, invoices, and attachments—all in one place.

Step 1: Add a New Project

1. Go to the Projects section.
2. Click the + Add New button.

Step 2: Select Customer and Location

1. Choose a customer from the list or use the search bar to find them.
2. Once selected, choose the correct Service Location.
3. Click Proceed.

Step 3: Fill Out Project Details

You’ll now be on the Project Page, which includes:

General Information

• Project Name and Number – Enter a name and ID.
• Start and End Dates – Choose the dates for the project.
• Description – Add any notes or description.

Assign Tags

Tags help you group and find projects easily.

1. Click the Tags search bar.
2. Select the tags you want to assign or create a new one.

Precreated Tags can be assigned to Projects, simplifying the process of grouping and locating similarly tagged projects.

Step 4: Link Items to the Project

At the bottom of the Project Page, you’ll see tabs for:

• Estimates
• Purchase Orders (POs)
• Jobs
• Invoices
• Attachments

Each section allows you to link existing items to the project. By managing these associated items effectively, project managers can enhance organization, communication, and overall project success.

Link Estimates

Estimates are cost projections for resources, labor, and materials needed for the project. It helps in budgeting and financial planning.

1. Click the + Add New button under the Estimates tab.
2. Select the estimates you want to link by checking the boxes. Alternatively, use the search bar to quickly find the estimate.
3. Click Proceed.
4. Linked estimates will now appear in the list.

You can select multiple estimates at once.

To remove an estimate, click the three dots next to it and select Delete.

Link Purchase Orders (POs)

Ensures that resources are acquired in a timely manner and helps track spending.

1. Click + Add New in the POs tab.
2. Select POs to link by checking the boxes. Alternatively, use the search bar to quickly find the PO.
3. Click Proceed.
4. Linked POs will appear in the list.

You can select multiple POs at once.

To unlink a PO, click the three dots and choose Delete.

Link Jobs

Breaks down the project into manageable parts for better tracking and accountability.

1. Click + Add New in the Jobs tab.
2. Choose jobs to link by checking the boxes. You can select multiple Jobs at once.
3. Click Proceed.
4. Linked jobs will be listed with their details.

To remove a job, click the three dots and select Delete.

Link Invoices

Facilitates financial transactions and helps in monitoring project expenses.

1. Go to the Invoices tab and click + Add New.
2. Select the invoices you want to include. Alternatively, use the search bar to quickly find the Invoice. You can select multiple Invoices at once.
3. Click Proceed.
4. The invoices will show in the list with amounts and status.

To unlink an invoice, use the three-dot menu and select Delete.

Add Attachments

In project management, attachments refer to any files or documents that are associated with the project to support the management processes. These attachments can be used for reference, documentation, communication, or to fulfill project requirements.

1. Click + Add New in the Attachments tab.
2. In the pop-up window, click Choose File (max size: 5 MB).
3. Optional: Add a description.
4. Click Save to attach the file.

You’ll see it added to the list. Repeat to add more files.

Project Dashboard

A project management dashboard is a visual tool that provides an overview of key project information and financial metrics in a centralized, easy-to-read format. It helps project managers and stakeholders track the progress of a project in real-time, enabling better decision-making and efficient project monitoring.

Once you’ve linked Estimates, POs, Jobs, Invoices, and Attachments:

• The dashboard will auto-calculate and show totals.
• It gives you a clear view of job costs, invoices, profit, and revenue—all in one place.

This helps you track the financial health and progress of your project at a glance.

Click “Save” when done.