In this guide
Who to Add as a Project:
Projects in ProLine are for individuals or entities you intend to do business with. This includes potential clients, leads seeking inspection or proposals, or those interested in your services. To learn more about who to add as contacts, check out our guide on how to create a contact in ProLine.
Steps to Create a New Project
Click the Plus Sign (+) on the left menu.
Select Project from the dropdown to open a new contact card on the right side of your screen.
Project Name and Information
Upon clicking the plus arrow, you'll encounter a form where you can input project details. Follow these steps.
Ensure the project name reflects the individual or entity, especially for residential projects.
Project numbers are automatically generated and cannot be changed as they are crucial for business reporting.
if you're running a multi-location business, select the appropriate location.
Choose Lead under Status, unless there’s a status that better fits this project.
Assigning Pipelines and Stages
Pipelines represent different processes in your business, while stages represent sections of that process. For instance, you might have a sales pipeline with a stage for new leads. Be sure to choose the right pipeline and stage for your project! Otherwise, you might send the wrong message at the wrong time.
Choose the pipeline you want the new project to go through.
Select the stage within the chosen pipeline you want the project to start with.
Assign the project to one of your team members.
Adding Contact Information
Input the main contact details for the project, including first name, last name, phone, and email.
Choose the contact type. If you’re creating a project, it’s almost always a customer.
Set the lead source to show how the contact found out about your services.
Click Spouse or Adjuster to add another contact to the project. This will open more text fields where you can enter their contact information.
Additional Information
Select the project category, either Residential or Commercial.
Select the project type, either Retail or Insurance.
Enter the address where the project will take place.
If you see it, you can skip the Carrier, Policy Number, Claim Number, and Roof Color fields.
Include any relevant notes from the initial conversation to ensure clarity for your team.
If scheduling an appointment, check your calendar and book the appointment. You might need to adjust the stage based on what you schedule
Finalizing and Verifying
Double-check all the information.
Confirm that the project is routed to the correct pipeline and stage.
Hit Save to create the project.
Update project details as interactions progress to keep your workflow organized and productive.
Troubleshooting and Support
If you encounter difficulties or have further questions, contact our support team through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.