How to manually create a project

If you need to manually create a project (for customers that did not go through Sales Velocity/Design in Subcontractor Hub) you can follow these steps.

Step 1: Locate the Projects tab on the left-hand side.

Step 2: Click on the three dots in the right-hand corner and select “Add Project”. 

Step 3: Fill out the following: basic information, project information, address information, finance data, and custom fields (if required). 

Note: Users can only select adders and panels for a manual project based on the selected installer.

Step 4: Click on the “Save” button to add the project file. 

The project will default into the first "Stage". You can now go into the project and update any fields necessary, upload attachments, assign tasks, etc.