What's in a project?
Overview: This tab will show project information such as a feature image, the project name, project budget, the current status, a start and end date, and a description. You can also see who has access to the project. To edit the information, click on the three vertical dots next to the project name.
**Note** This is also where you can change the toggled features.
You may not see all the project features depending on how you first created the project. If you want to turn certain tabs on or off, you will want to be in your project and click the pencil, at the top of the project menu on the left, next to the project name.
Next you will go to the subject header named "Project Features."
Then you are able to toggle on (to the right) or toggle off (to the left) any specific project features you need. Last, select "done" at the bottom right corner to save.
Contracts: Create contracts from scratch, copy and paste from existing documents, or start with an uploaded contract template and modify on a per project basis.
Products & Services: Add products, services, and custom product combinations to help manage project quantities, markups, and discounts.
Proposals: This is one of the toggleable features mentioned above. Have clients sign off on items they approve to move forward in their project.
Invoices: Bring products, services, and custom product combinations into your invoices and charge clients so you can get paid!
Orders: Create Estimate Requests, Purchase Orders, and Work Orders to track and send to your vendors.
Appointments: This is one of the toggleable features mentioned above. Have clients book appointments directly in your Studio.
Questionnaires: This is one of the toggleable features mentioned above. Have your clients fill out any questionnaires directly in your Studio.
Files & Media: This is one of the toggleable features mentioned above. Upload images, files, your renderings, and embed files to share internally or with your clients.
Moodboards: This is one of the toggleable features mentioned above. Create moodboards to share with your clients.
Notes: This is one of the toggleable features mentioned above. Create post-it or checklist style notes. These can be internal only or shared with clients.
If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.