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

Antonio Rogers

Created Aug 15, 2023

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

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1

Adding a Project to a quote or job

Adding a Project to a quote or job
2

Login to your Arclight account.

Login to your Arclight account.
3

Click on menu

Click on menu
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.

Click on job or quote
5

Select the Job or quote.

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

Select the Job or quote.
6

Edit Project

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

Edit Project
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

Select Project
8

Project is now added to quote or job

Project is now added to quote or job
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