Projects

Group multiple opportunities together and quote for them all at once using a project.

12 articles in this collection
Written by Matthew James Finkel

What is a project?

Group multiple opportunities together and quote for them all at once using a project.

Written by Matthew James Finkel
Updated over a week ago

The projects main screen

See all projects on your system using the Projects main screen.

Written by Matthew James Finkel
Updated over a week ago

Create a project

Create a project

Start organizing larger events or jobs by creating a project.

Written by Matthew James Finkel
Updated over a week ago

Add a new opportunity to a project

Create new opportunities directly from a project page.

Written by Matthew James Finkel
Updated over a week ago

Add an existing opportunity to a project

Has a job grown more complex? Transition to a project by adding the opportunity to a new project.

Written by Matthew James Finkel
Updated over a week ago

Work with a project

Check-in items across opportunities in a project

Bring gear from opportunities across a project back into stock using the project detail view.

Written by Matthew James Finkel
Updated over a week ago

Close a project

Close a project to remove it from your main projects screen.

Written by Matthew James Finkel
Updated over a week ago

Invoice a project

Invoice a project

Learn about project invoicing and how to invoice a project.

Written by Matthew James Finkel
Updated over a week ago

Create a percentage or part invoice from a project

Sometimes you might need to raise an invoice for a particular percentage or figure. Use part invoicing to do this.

Written by Matthew James Finkel
Updated over a week ago

Work with opportunities in a project

Project Job Planner

See all of the opportunities in a project for a period using the project Job Planner.

Written by Matthew James Finkel
Updated over a week ago

Costing and profitability

How is project revenue calculated?

Use the revenue summary at the top of a project to see how much you’re making from each opportunity.

Written by Matthew James Finkel
Updated over a week ago

Get an overview of your total revenue and costs

Use the Revenue & Costs Summary to see a full breakdown of all income and costs.

Written by Matthew James Finkel
Updated over a week ago