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Help Help
Help
  • Home
  • Documents
    • Getting Started
    • Customer Portal
    • Calendar Management
    • Service Desk
    • Task Manager
    • Forms

New Project Guide

  • folder icon closed folder iconGetting Started
    • Adding Users
    • Company PDF
    • Opening Hours
    • Company Sites and Locations
    • Adding Project Modules
  • folder icon closed folder iconCustomers
    • Adding New
    • Parent and Child Customers
    • Finding Customers
    • Adding Customer Users
    • Adding Customer Sites
    • Current and Live Projects
    • Asset Management
  • folder icon closed folder iconProjects
    • Starting a new Poject
    • Adding Rooms / Locations to a Site Survey
    • Adding Products to a Site Survey
    • Adding Images
  • folder icon closed folder iconProducts
    • Adding New
    • Assigning Data Points
    • Testing Forms
    • CSV Upload
    • Adding a Product to a Project
  • folder icon closed folder iconProject Modules
    • Schedule
    • Chat
    • Version Control
    • Pages
  • folder icon closed folder iconSigning Off
    • From Quote to Installation
    • Signing off Products
    • From Installation to Sign Off
    • Signing Off a Project
    • Project Sign Off Sheet and CSV
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  1. Home
  2. Docs
  3. New Project Guide
Updated on July 26, 2021

New Project Guide

  • folder icon closed folder iconGetting Started
    • Adding Users
    • Company PDF
    • Opening Hours
    • Company Sites and Locations
    • Adding Project Modules
  • folder icon closed folder iconCustomers
    • Adding New
    • Parent and Child Customers
    • Finding Customers
    • Adding Customer Users
    • Adding Customer Sites
    • Current and Live Projects
    • Asset Management
  • folder icon closed folder iconProjects
    • Starting a new Poject
    • Adding Rooms / Locations to a Site Survey
    • Adding Products to a Site Survey
    • Adding Images
  • folder icon closed folder iconProducts
    • Adding New
    • Assigning Data Points
    • Testing Forms
    • CSV Upload
    • Adding a Product to a Project
  • folder icon closed folder iconProject Modules
    • Schedule
    • Chat
    • Version Control
    • Pages
  • folder icon closed folder iconSigning Off
    • From Quote to Installation
    • Signing off Products
    • From Installation to Sign Off
    • Signing Off a Project
    • Project Sign Off Sheet and CSV

New Project Guide

Author: admin 433 views
Getting Started
Getting Started

Customers
Customers

Projects
Projects

Products
Products

Project Modules
Project Modules

Signing Off
Signing Off

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