Project Management Overview
- Project Stages
- Attaching Documents to Project
- Communicate with Your Customers
- How is a Project Created?
- Sync Stages with Customer Portal
- How to Manually Create a Project
- How to View Your Projects in Kanban View
- How to Enable the Schedule Appointment for Site Survey Setting and How to Assign Users for Site Survey Appointment?
- How do Customers Get Their Customer Portal?
- Upload Installation Photos
- How do I Customize Notification Settings for Different Types of Updates?
- Add a Note to a Project
- How to Set Up BOM Settings?
- How Can Customers Submit Queries Through SubcontractorHub?
- How to Order Services?
- How to Enable Direct Pay?
- How to Add/Update Notes, and Attachments Under Services?
- How do I Set Up email for Individual Communication?
- Schedule Appointments
- How to Create a Revision of a Completed Service?