Setting up stages for your roofing project helps organize workflows and track progress from start to finish. This guide walks you through accessing the database, adding custom job stages, and arranging them in the desired order—ensuring your project timeline is clear and actionable.
Step 1: Navigate to “Manage Database” in the main menu and locate the “Database” tab.
Step 2: Locate and click on the “Stages” tab on the left-hand side.
Step 3: Click on “Job Stages” and select which “Roof Job Stages”.
Step 4: Click “+Add+" button to add a new stage for your roofing project.
Step 5: Enter the name of the stage and click “Save”.
Step 6: Now, you can view the stage details.
Step 7: You can view all the stages in the main section.
Note: You can sort Job stages here, and the selected order will be reflected in the project details.