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.
6
Fill out customer Details
Add as many customer details as you can. Customer details include:
Name
Description
A primary contact
Primary Phone
Primary Email
7
Click on NEXT to move forward
8
Select a Project Type
9
Continue adding project information
10
Select Project Location
If your customer has existing addresses to choose from, select one from the dropdown. If not, use "Add New Location".
11
Add new location Description
12
Add an Address
Complete the address fields. This includes:
Address
City
State
Zip Code
13
Click Save
When finished click save CREATE PROJECT.
Well done!
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