Step-by-Step: Create a Project (Backoffice)

  1. 1. Step by Step : Create a new Project

    Step by Step : Create a new Project
  2. 2. LOGIN to your Arclight Account

    LOGIN to your Arclight Account
  3. 3. Click on the plus sign

    Clicking the plus sign is how you quickly begin a new project from the Arclight Dashboard.

    Click on the plus sign
  4. 4. Click on "Start a New Project"

    Click on "Start a New Project"
  5. 5. Select a customer.

    If the project is for an existing customer, search for their Customer Name, Contact Name, or Phone Number. If it's a new customer, create one.

    Select a customer.
  6. 6. Click on CREATE NEW CUSTOMER

    Click on CREATE NEW CUSTOMER
  7. 7. Fill out customer Details

    Add as many customer details as you can. Customer details include:

    • Name

    • Description

    • A primary contact

    • Primary Phone

    • Primary Email

    Fill out customer Details
  8. 8. Click on NEXT

    Click on NEXT
  9. 9. Select a Project Type*

    You may select from various project types that best suit your business needs. Projects include but are not limited to:

    • Commercial Electrician

    • Electrical Maintenance

    • Commercial Solar

    • Industrial Maintenance

    • Industrial Solar

    • Residential Electrical

    • Residential Solar

    Select a Project Type*
  10. 10. Continue adding project information

    Project details include

    • Project Name

    • Description

    Continue adding project information
  11. 11. Select Project Location

    If your customer has existing addresses to choose from, select one from the dropdown. If not, use "Add New Location".

    Select Project Location
  12. 12. Add new location Description.

    Add new location Description.
  13. 13. Add an Address

    Complete the address fields. This includes:

    • Address

    • City

    • State

    • Zip Code

    Add an Address
  14. 14. When finished click CREATE PROJECT.

    When finished click CREATE PROJECT.