Project Editor - General Info

This is the basic information about your project such as number, name, and client.

Fields of Note

Status - all projects have a status. You can customize your statuses under settings.
Client's Reference Number. Use this for either POs or your client's project number. This will flow onto invoices.
The due date and completion date will flow onto our coming timeline.
Area - enter the square footage or any other unit of measurement. The system will run rations against this value.
You can assign colors to your projects.

Tags & Custom Fields

Using information from your settings, you can enter tags and fill in data for any of your custom fields.

If you setup pick fields, you can run reports by the selected values and compare the profitability of different segments such as building type.

Location

Project locations can be plotted onto Google Maps. Use the search and Google Maps will auto-fill as you type.

Project Scope

These are rich text fields that are usually completed on proposals to describe be project parameters and the scope of services you will be providing. When a project is created from a proposal, these values are copied over. You are welcome to populate or leave them as is.

Project Editor - Billing Options

Project settings are copied in from your master settings. Because they are copied, you can make changes as needed for each project.

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Project Editor - Billing Rates