Start an estimate or takeoff by creating a project.
Creating a Project
Step 1: Click 'New Project' or 'Create Project'
Step 2: Add a "Contact"
Step 3: Add an estimated project "budget"
Step 4: Set "Project type"
Step 5: Select a "Stage"
Step 6: Add the "Project location" this will search Google Maps
Project Home
Once you've created a project, you'll be able to update or change any of the following project details
Project Details
Details include budget, location, stage, type of project, and won/loss status
Project Contacts
Add associated contacts such as subs, spouse, interior designer, architect, and more
Project Location
Google Maps view of your location
Recent Activity and Notes
Leave notes for yourself or your team, and see a log of when estimates have been sent, viewed, and signed by your customer
If you have any issues with 'Creating or Updating Projects', contact Customer Success through the chat in-app or by emailing help@congenius.com.