.png){kind=logo}
Project Management Overview
- Attaching Documents to Project
- Project Stages
- Communicate With Your Customers
- How is a project created?
- Sync Stages with Customer Portal
- How do customers get their customer portal?
- How to manually create a project
- How do I customize notification settings for different types of updates?
- Upload Installation Photos
- How to order services?
- How to add/update notes, and attachments under services?
- How can customers submit queries through SubcontractorHub?
- Add A Note To A Project
- How to enable the Schedule Appointment for Site Survey setting and how to assign users for site survey appointment?
- How do I set up email for individual communication?
- How to enable Direct Pay?
- How To Edit And Delete Chats
- How to create a revision of a completed service?
- Schedule Appointments
- How to use Filter By List View in Projects?