Project Overview

Manage a Project's Information

Add/edit and lookup additional information on the Overview tab.

Edit a Project

Edit a project's information after it has been created.

Project Information

Edit the project description, project salesperson, marketing sources, financing options, priority, project type, result (for closed projects only), and summary.

1. From the Overview tab, select the edit link to the right of the section you would like to edit.
2. Complete the changes.
3. Click Save.

Edit a Property 

Edit property information after it has been created.

Add a Property Image

Upload a property image to display on the project page and in the cover page on the bid. A Google image of the property will load to this page by default.

1. Select Add Property Image from the project page.
2. Select the image from your device's storage.
3. Click Save.

Edit Property Address

1. From the Overview tab, select the Edit Property to the right of the Property Address.
2. Edit the desired address field.
   •  If the address entered is not able to be verified with Google, a recommended address will appear within the Edit Property modal.
   • Click the Use button on the correct address. Using the entered address may cause problems with mapping and selecting the property image from Google.
3. Click Save.

Project Resulting

You can close or cancel a project to indicate that it is no longer an active opportunity.

Closing or Canceling Projects

• Canceling a Project: Select Project Close when the project is complete or no longer viable . This updates the project pipeline under Recently Closed Projects and is reflected in the project table, project overview, and metrics.
• Canceling a Project: Select Cancel Project to remove the project from metrics and the pipeline while keeping its information stored in the software.

Assigning a Date and Result to a Closed or Canceled 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.

Search, Filter, Sort or Export a Project List

The table allows you to quickly search, filter, sort, and export data to find the information you need.

Searching and Filtering Data

1. Use the Search Bar – Click into the Search bar at the top of the table and type a keyword (e.g., customer name, city, etc) to find relevant entries. Try to use at least 2-3 letters or numbers without special characters to get better results. 
2. Apply Filters – Click the funnel icon within the Search bar to refine results using specific criteria, such as:
   • Status is equal to In Progress
   • Salesperson is equal to Felipa Franecki
3. If more than one filter is applied, the system will produce only results that are true for all filters. 

Sorting Data

1. Click the arrows next to any column heading to sort the table in ascending or descending order.
2. Sorting applies to numerical, date, and text-based columns.

Exporting Data

1. Click the Export button in the upper-right corner of the table.
2. The data will be downloaded in a compatible format for further analysis or record-keeping.