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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 do Customers Get Their Customer Portal?
  • How do I Move a Project to a Different Job Stage?
  • How to Enable the Schedule Appointment for Site Survey Setting and How to Assign Users for Site Survey Appointment?
  • How to Activate Permission for the Referral/Ambassador Program?
  • Upload Installation Photos
  • Add a Note to a Project
  • How do I Customize Notification Settings for Different Types of Updates?
  • How to Set Up BOM Settings?
  • How to Enable Direct Pay?
  • How Can Customers Submit Queries Through SubcontractorHub?
  • How to Add/Update Notes, and Attachments Under Services?
  • How to Order Services?
  • How to Use Filter By List View in Projects?
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Categories

  • Project Management
Overview
  • Service Provider
  • Supplier
  • Task Scheduling and
Automation
  • Change Orders
  • Lendica
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