Creating a Project

Projects can be created from the Dashboard or the Projects page. When creating a new project, a client will also be made and their information will be stored in the system. You can view their profile at any time from the Clients page.


1.) Select the green + Estimate button or select the small down arrow to select another stage to start at.

Note: The projects stage can be changed at any time by going to More>Manage Assignment.


2.) Search for an existing client that is already in the system or select New Client to enter information for a new client.
3.) Select Create Estimate when finished.

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