General
This section provides access to all editing options relating to a project. More specifically, it helps to structure the display of information, quantify daily work time, set up checklists according to time of day and much more.
(A) Choose the next project number according to the desired sequence.
(B) Create an application template.
It will be copied to all new projects. It is a checklist of relevant questions or information to ask the customer when evaluating the project.
(C) Determine the number of working hours per day. This refers to the production schedule, which makes it possible to calculate the number of hours per shift per day.
(D) Checklists are added to the project according to its progress status. Several checklist configurations can be programmed to suit your needs.
Other possibilities are also available. It is possible to modify:
(E) Sources of new requests (website, business cards, GoSoumissions, yellow pages, etc.)
(F) Types of work (renovation, new construction, etc.)
(G) Technologies related to the type of work you're doing (e.g. roofing: asphalt, elastomer, shingles, etc.)
(H) Property type (house, condo, duplex, commercial, etc.)
(I) Communication status is used to categorize new projects.
(J) Trades are used to categorize the types of trades at the time of submission and also to have different rates. Each trade can have a different rate. Trades can be categorized by apprenticeship level.
(K) Rates are used to calculate quotes. When compared, the cost rate and the selling rate give the project margin.
(L) Units (unit, package, roll, etc.) used for materials.
(M) Material calculation variables (surface, length, volume, etc.) These are used for assembly calculations.
(N) The Other fields section lets you add information to the categorized project according to each of the added sections. An example might be a serial number or the model installed. The added field appears in the box at the top containing all the information relating to the customer and his request in the More information section.
All this information can then be used to extract reports. As you can see, each section can be modified and placed in the desired order.