Projects

Manage Projects in Contractor Accelerator

Add, edit, delete or search projects.

Add a Project

Add a project to an existing property.

1. Select CRM.
2. Select Customer or Property.
3. Search and select the customer or property. 
4. Select Add Project from the Customer Management page.
   • Additional Contacts: Additional project contacts will be CC'ed on all emails that are sent for the project.
   • Project Name: Used to describe individual projects in the customer's profile.
   • Project Salesperson: The assigned salesperson will be responsible for managing the project in the project pipeline as well as recorded for selling the project. There must be at least one existing user with a sales role to populate the dropdown. 
   • Project Note: Click the Pin Note toggle to pin the note to the top of the note list and to the Overview page.
   • Marketing Source: The project's data will be will be recorded in the marketing report under the selected source.
5. Schedule an appointment 
   • Click the Schedule button to launch the appointment calendar.
   • For more information on scheduling appointments, click here.
6. Click Save.

Edit a Project

Edit the project details.

1. Select CRM.
2. Select Project.
3. Find a project by:
   • Using the Search box.
   • Scrolling through the project table.
   • Sorting by a column.
4. Select the project.
5. From the Overview tab, select the edit link to the right to edit a section.
6. Click Save.

Search for a Project

Search for a previously created project.

1. Select CRM.
2. Select Projects.
3. Search project description, property address, customer name, business name, email, phone or billing address.
4. The project table will be filtered by the search.

Manage a Project

Manage and view project information. Use the Action Menu icon to the right of the project to:

• View Details: Selecting this will route to the project management page.
• View Property: Selecting this will route to the property within the properties table.
• Delete: A project can be removed from the database and metrics. All pending appointments and sent/accepted bids must be canceled. (Only available for primary users.) 

Export a Project List

Download a list of projects from the project table. (Only available for primary users.) 

1. Search or Filter the project table as desired.
2. Select Export CSV.
3. The list will automatically download.