It highlights the opportunities presented by centralizing information digitally.

(A) Click on the red box at top left +NEW PROJECT to start.

This interface will then appear. You must now enter:

(A) who is your client

(B) where is the work taking place

(C) what is the project about

(D) who manages this project

(E) complementary information

You can search for existing customers in the application. You can search by name, phone number or even address.

(A) Select the search field for an existing customer.

(B) Select the box for the customer in question.

(C) Click on Create new customer if required.

When you select an existing client:

(A) The building associated with this customer appears automatically.

(B) Choose another building if your customer has more than one address.

(C) Create a new building if it doesn't already exist.

There are two options for creating a new property in a customer's file.

For a new customer

Click on Create a new building and enter the address in the space provided. When you click on Choose another building, you will be taken to a new section. It is now possible to Create a new building.

For an existing customer

Click on Choose another building, enter the address in the space provided, then click on the Create a new building link.

(A) You can summarize the details relevant to the project to find out the scope of the work to be carried out.

(B) The questions that appear in this section can be modified and set in the general project preferences.

You can also insert text as an aide-memoire.

(C) Designate the employee responsible for the project. Remember that the person in charge is the person who creates the project. A change can be made for the project manager or project director.

(D) Enter an estimator.

(E) If you wish to add a third party to the project, then Also Notify is the place to do so. This person will receive project notifications in the same way as the project manager and estimator. In order to add persons, they must first be created in the Employees section.

Additional project information is used to categorize the project. All the information displayed in this section can be configured in the general project preferences.

(A) Specify the section of the building where the work is to be done.

(B) List the sources of new requests (website, business cards, GoSoumissions, yellow pages, etc.).

(C) Indicate the type of work (refurbishment, renovation, expansion, etc...)

(D) Indicate type of property (condo, house, bungalow, etc...)

(E) Specify technology (for roofing: asphalt, elastomer, shingles, etc.).

A report can be generated at the end of the week, month or year.

(F) Indicate the date by which the quotation must be sent.

(G) Indicate the follow-up date, if you want a follow-up on the project. This automatically creates a follow-up in the project activities.

(H) Enter a desired start date.

(I) Add a desired end date, if known.

(J) Press Create project to complete the creation of a new project.

You are now in the project interface.