Project Management
Track jobs, assign tasks, and streamline project workflows.
54 articles
How to Add Tasks
How does the Referral Program Work for a Customer?
How to Add/Update Notes, and Attachments Under Services?
Schedule Appointments
How do I Set Up email for Individual Communication?
Upload Site Survey Photos
How to Edit and Delete Chats
How to Create a Revision of a Completed Service?
How to Update HOA Information?
How to create and use project tags in Kanban View?
Attaching Documents to Project
Project Filtering: State Dropdown for Smarter Regional Sorting
How to edit a manual project?
Project Tabs
How to view finance summary in Projects?
How to activate and utilize the “Hold Project” button?
How to enable the Sales Engine User setting and view them in a project?
How to Order Services?
Project Stages
Communicate with Your Customers
How is a Project Created?
Sync Stages with Customer Portal
How to Manually Create a Project
How do Customers Get Their Customer Portal?
How do I Move a Project to a Different Job Stage?
How to View Your Projects in Kanban View
How to Enable the Schedule Appointment for Site Survey Setting and How to Assign Users for Site Survey Appointment?
How to Activate Permission for the Referral/Ambassador Program?
How to Set Up BOM Settings?
Add a Note to a Project
How do I Customize Notification Settings for Different Types of Updates?
Upload Installation Photos
How Can Customers Submit Queries Through SubcontractorHub?
How to Enable Direct Pay?
How to Use Filter By List View in Projects?
How to use Chat Threads for project communication?
How to Order Service Type from Service Management in Completed Projects
How to Use Enphase for Monitoring?
How to Order BOM Via DirectPay for SeamlessEnergy Projects