Step-by-Step: Adding a Project to a quote or job (Backoffice)

1. 1. Adding a Project to a quote or job

   

2. 2. Login to your Arclight account.

   

3. 3. Click on menu

   

4. 4. Click on job or quote

   You may also add a project to a quote. To do that, you would simply select quotes from the menu, instead of jobs.

   

5. 5. Select the Job or quote.

   Please note jobs or quotes, no matter their status, can have projects added to them.

   

6. 6. Edit Project

   Use the pencil icon on the "No Project Selected" button to adjust the project status.

   

7. 7. Select Project

   Select your pre existing project, from the project list. If you don't have a project created. Please see Create a project

   

8. 8. Project is now added to quote or job