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Manage multi trade production in ProLine

Oliver Watts avatar
Written by Oliver Watts
Updated over a month ago

You can now manage all jobs related to a project within a single ProLine Project.

Set up your job stages

1. Go to the projects section of company settings:

2. Go to the services section

3. Go through each service and add the stages you would like. Select if you would like these jobs to be automatically created when a quote is signed and its selected options or upgrades have been assigned this service.

Assign services to a quote page

Within any quote or quote template, in the cog menu you can now select service. This should be assigned at the template level.

Manage jobs

Now within each project you will see the jobs section. Add new jobs as needed. Update the status of each job by pressing the status button.

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