Projects
Managing your projects
The projects listing page provides an overview of the projects you can access with summarized information like project number, name, status, and other records. (For step-by-step instructions on how to create a project, click here).
Once created, you can access and manage projects from the listing page, where you can view more detailed information and make any necessary changes or deletions as needed.
New project creation
You can quickly create new projects directly from the listing page, streamlining project management. Click the ”+ New Project” button at the top right corner.
For a more detailed guide on how to create a new Project, see the “Create a New Project” article.
Filter projects
Narrow down your project view by applying multiple filters, including predefined options such as Project Number, Project Name, and Tags.
After filtering a specific Project, click the “Project Name” or “Project Number” to view and manage its details.
With this information, you can now create and manage various project-related elements such as quotes, proposals, invoices, and jobs. Additionally, you can update project details and status, schedule projects, and add notes.
Navigation: Projects -> Projects listing page
- Click the “Projects” icon in the left navigation menu. You can view the list of projects in columns such as project name, customer, category, project address, status, and so on.
Exploring the listing page
The Projects Listing Page is designed to help you stay organized by providing a centralized view of all projects and enabling quick access to critical project details. The page includes several key features to streamline project management: Customization- Tailor the listing page to display the most relevant project information based on your preferences.
- Click the “Customize” button at the top right corner.
- Select or deselect attributes to display.
- Drag and drop fields to rearrange them in the desired order.
New project creation
You can quickly create new projects directly from the listing page, streamlining project management. Click the ”+ New Project” button at the top right corner.
For a more detailed guide on how to create a new Project, see the “Create a New Project” article.
Filter projects
Narrow down your project view by applying multiple filters, including predefined options such as Project Number, Project Name, and Tags.
After filtering a specific Project, click the “Project Name” or “Project Number” to view and manage its details.
Managing project details
Once a project is created or accessed from the listing page, the Project Details Page serves as your central hub for managing its lifecycle. The details page has a three-column layout, providing quick access to information and actions within each panel access to view information such as project details, associated notes, parts & services, jobs, and activities.Left Panel
Update status
Update status
Project statuses are stages/checkpoints within a project that field technicians and other back-office users, such as dispatchers and supervisors, can update.
- Click the “Update Status” button on the quick action bar. Choose the status you want to update from the “Update Status” dropdown.
- The status is updated successfully.
Create new job
Create new job
Use the “+ New” button to create a new quote, proposal, invoice or job for the project, if required. 
Add Note
Add Note
Use the ”+ Add Note” button to create a new note. Notes are comments or information added to a contract over its course. Your notes can be anything ranging from a simple text reminder to an image of the item service and video or document. All added notes can be viewed under the Notes Section. 
Navigating menu
Navigating menu
Using the navigation menu, you can navigate to the various sections of the project, including Details, Jobs, Financials, Notes, and Activity. 
Project Gallery
The Gallery in Projects includes all Jobs module features and automatically pulls in images and videos from related jobs.
To enable this gallery feature: Settings -> Organization Settings -> Job Settings -> Enable Job GalleryThis will enable the project’s gallery as well.
Right panel
In the right panel, view the organization or contact information associated with the project and manage its links to various modules, such as properties, assets, organizations, and more. To associate a module, click the “+” icon next to the desired module.
More actions
Managing projects doesn’t stop at viewing details—you can perform various actions such as printing, sharing, editing, cloning, or deactivating the project as needed.
Clone
Clone
The Clone option lets you quickly create a replica of an existing project, saving time. Click “More Actions” at the top right corner of the page and select “Clone.” The current project details will be duplicated onto a new project page, where you can make any necessary edits before saving.
Update Description
Update Description
To modify any existing project details, click “More Actions” at the top right corner of the page and select ‘Update Description”
Delete Project
Delete Project
Click “Delete” under More Actions and provide your confirmation. The project is deleted successfully.
With this information, you can now create and manage various project-related elements such as quotes, proposals, invoices, and jobs. Additionally, you can update project details and status, schedule projects, and add notes.