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Projects
How to create and manage your projects. Can't find an answer? Click the chat in the bottom right.
Project Overview
Project Stages Explained
Moving Project Stages
Creating a Project Template
Archiving Projects
Room Breakout
Adding a Service Package to a Project
Including Service Packages in the Project Total
Marking a Service Package as Sold
Labor Breakdown
How can I see the Total Cost of my Project?
Sales Tasks
Adding Discounts (and Tracking Deposits) in a Project
Margin Worksheet
How to Export your Option/Change Order Totals (Enterprise)
P&L Breakout
Competition Evaluation
How to Export a Project as a CSV File
Adding Rooms and Systems
How Rooms and Systems are Filtered
Duplicating Rooms and Systems
How to set a Room Quantity
How to Deactivate a Room or System
Adding Items
Megabuilder
"Edit Items" Menu
Creating Bundles
Editing a Bundle
How to Un-Bundle a Bundle
Define Markups for Equipment
What is Smart Rounding?
Copy or Move Items to Another Room
Moving a Room to an Option
Copy to Project
Strip Labor Tool
Dynamic Text Fields in the Builder
Taxable Labor Options
Room Scope
Creating and Using Change Orders (& Options) in the Builder
How to Replace Items with a Change Order (or Option)
Using Change Orders to Replace Items with Owner Furnished Equipment
How to Merge a Change Order (or Option)
Marking a Change Order (or Option) as "SOLD"
Changing an Item's Tax Status within a Project
How to Exclude Factors from Change Orders
Cost Increase Detected
How to Use the Engineering Scrub Stage
How to Hide Items on Proposals
Pushing/Pulling data to/from the database for multiple items at once
Margin vs Markup
How to Use 'Tags'
Adding Custom Products
Create Labor as a Line Item
Labor and Subcontractor Line Items
How to Add, Delete, or Edit Spec Sheets
Locking Items
Shipping Markup
Quoting OFE (Owner Furnished Equipment)
Flagging Items
Updating All Instances of a Line Item in a Project
Replacing Items in a Project
Turn On Asset Tracking
Pushing/Pulling Individual Item data to/from the Database
How to add a Restocking Fee to a Change Order
Quoting Wire or Cable by the Foot
Item Lead Times
Project Details
Team Viewing
Change Project Name
Opening Budget, Probability, Close Date
Change Client Name on a Project
Change Short Description on a Project
Change Labor Costs on a Project
Change Labor Rates on a Project
How to Add a Manufacturer Discount to a Project
Change Tax Rate on a Project
Tax Discounts
Make a Project Tax Exempt
Adding two tax rates for Canadian projects
Adding Payment Schedule
Change Project Owner
Add an Engineer and Project Manager
Upload Project Image
Client Payments to Date
Create/Change Version
Duplicating a Project
Deleting a Project