1. Project Accepted
Once a proposal has been accepted, the deal card will move automatically to this stage in the jobs pipeline and an invoice will be created.
2. Project Scheduled
Once the newly accepted project has been scheduled via the jobs schedule page, the deal card will automatically move to the project scheduled stage.
3. The day before the job is to start, manually click & drag the deal
card from the project scheduled stage into the project in progress stage.
The notification below will pop up. Click the move button to complete the action and trigger the automatic Drip, letting the customer know their job is starting tomorrow.
Tip: If you forget to do this on the day before, still move the deal card on the day of the job, but switch the Drips Disabled toggle to "Yes." This way your customer is not confused by the Drip notification.
4. Project In Progress
The deal card will move to the project in progress stage.
5. Once the job is complete, click & drag the card from project in
progress to progress complete.
The notification below will pop up. Click the move button to complete the action and trigger the automatic Drip for review request.
Tip: If you would rather not send the customer the review link, switch the Drips Disabled toggle to "Yes."
6. Project Complete
The deal card will move from project in progress to project complete.
