Step 1: Navigate to the Project List
Click on + Add Project
Step 2: Populate the Project Details
Name – A short description that uniquely identifies the project for easy searching later.
Account Customer – Select an existing account customer, or create a new one if this is for a new customer.
Project Managers – Select the people who will be managing this project.
Start Date – Set the project start date.
End Date – Optional.
Project Type – Select the relevant project type.
Status – Select the appropriate project status.
Project Notes – Internal notes for the project.
Project Safety Documents – Select the safety document(s) to be signed by technicians. All jobs scheduled under this project will automatically include the selected safety document(s).
Purchase Order Number – Enter the customer’s PO number, if available.
Click + Next
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Project Budget: Part 3 - Setting up the Project Budget