Start an estimate or takeoff by creating a project.
Creating a Project
Step 1: Click 'New Project' or 'Create Project'
Steps 2-5:
- Associated contacts
- Budget numbers
- Project type
- Where it belongs in your pipeline
- Project location
Editing Projects
Once you have a project created, you can edit this information:
1. Project Details: details include budget, location, stage, type of project, and won/loss status
2. Contacts: add associated contacts such as subs, spouse, interior designer, architect, and more
3. Location: Google Maps view of your location
4. Recent Activity and Notes: leave notes for yourself or the rest of your team, and see when proposals or 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.