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 a Project's Total Cost?
Sales Tasks
Adding Discounts (and Tracking Deposits) in a Project
How to Export your Option/Change Order Totals (Enterprise)
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
Turning a Room into an Option
Copy to Project
Strip Labor Tool
Pushing/Pulling Data to/from the Database for Multiple Items at Once
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
Margin vs Markup
How to Use Tags
Create a Scope of Work with AI
Hide a System on Proposals
Restoring Deleted Builder Items
Adding Custom Products
Create Labor as a Line Item
Labor and Subcontractor Line Items
How to Add, Delete, or Edit Spec Sheets
Pushing/Pulling Individual Item Data to/from the Database
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
How to add a Restocking Fee to a Change Order
Quoting Wire or Cable by the Foot
Item Lead Times
Item Types
Project Details
Define Project Team
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
Tax Lookup
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
Project Market Segments
Upload Project Image
Client Payments to Date
Create/Change Version
Duplicating a Project
Deleting a Project
Project Custom Fields
Status Indicators on the Purchasing Tab
Purchase Orders
Purchasing Order Quantities
Creating Purchase Orders for Partial Quantities
How to Mark Items 'Received'
Marking Items as "In Stock" on the Purchasing Tab
Request for Quote
Creating a Bill of Materials
How to Create a Pick List
Changing the Purchasing Source on the Purchasing Page
Sending a Purchase Order