Projects

General information and settings for your company are automatically used throughout the system during bid creation, invoicing, email communications, and more. You can update this information to make the site more user-friendly for your company.

Table of Contents

1. Settings Via Company Profile
   • Project Settings
   • Bid Defaults / Payment Terms

Project Settings

1. Primary Users can find the Company Profile by clicking on the user icon in the upper right corner of the screen and selecting Company Profile. (To find the user icon on a tablet or mobile device, select the 3-line hamburger menu on the top right of your screen.) 
2. Select the Projects at the top of the box.
3. Select Edit
4. Adjust project settings based on your company's project management practices.
   • Recently Closed Projects: Set the number of days a project will show as "Recently Closed" in the Project Status Pipeline. This will be set at 30 days by default.
   • Marketing Source Required: During the customer creation intake, the question "How did you hear about us?" can be optional or required based on this setting. 
   • Project Sales Collaboration: This setting enables your salespeople to have access to all projects when turned on. When disabled, your sales representatives will only see their own projects. Primary and Sales Managers will be able to see everyone's projects regardless of this setting. 
   • Project Install Collaboration: This setting enables your installation team to have access to all projects when turned on. When disabled, your Installers will only see their own projects. Other limitations for their setting remain. Primary and Sales Managers will be able to see everyone's projects regardless of this setting.
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   • Show Project Costing to Primary Users Only: Visibility to the Project Cost section on the Project Overview page is controlled with this setting. Enabled means visibility is limited to only primary users. Disabled means all users (sales and installation teams) can see the project costs when recorded. Learn more about Project Costing in our Help Center Article, which is linked here. 
5. Click Save

Project Type

This section is where you can choose how you want your team to categorize Leads. For Example, a fence and deck company might have lead types of Wood Fence, Chain Link Fence, or Decking Project. While a Waterproofing or Foundation repair company might use types such as Concrete Leveling, Peiring, Sump Pump, or simply Basement Crack. This optional field is intended to help the team organize their workflow as they nurture their lead list and can be as simple or detailed as you would like. Please visit the Help Center Leads article to learn more about how this information is used within the Lead Manager. This project type is also used in the Lead Capture Form drop-down options. 

Results Types

Result Type: Require a result when closing or canceling a project.

When closing or canceling a project, you can assign a Date and Result to specify the outcome:

• Closed - Won: The project was completed and accepted by the customer, and the work is complete. 
• Closed - Lost: The project was not won. You can specify a reason, such as price, competition, or scope mismatch, by updating the Result Type dropdown options. 
• Canceled: The project was stopped before completion. You can specify a reason, such as the customer backing out, job scope changes, or scheduling conflicts.

Customizing Result and Cancellation Reasons

1. Primary Users can find the Company Profile by clicking on the user icon in the upper right corner of the screen and selecting Company Profile. (To find the user icon on a tablet or mobile device, select the 3-line hamburger menu on the top right of your screen.) 
2. Select Settings on the left side of the screen.
3. Select the Projects at the top of the box.
4. Select Edit
5. Add or Edit Result Types for Won, Lost, and Cancel or expand your selection to include other options that include the reason you won or lost, such as price or quality (ie, "Closed Won - Quality" or "Closed Lost - Price."

Tracking these details provides insights into lost and canceled projects, helping businesses refine their sales and service strategies.