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How to Set Up Stages for Your HVAC Project

Updated over 2 weeks ago

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 “HVAC Job Stages”.


Step 4: Click “+ Add" button to add a new stage for your HVAC 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.

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