Help & How-To Guides

Detailed one-by-one process based on current screens and actions.

Full Workflow

This page describes the complete flow in execution order:

  1. Create team and members, then set member roles.
  2. Create products, upload files/images, and set the main thumbnail.
  3. Create documents and upload files for reuse.
  4. Create a project, then add stages.
  5. Attach products and documents to project/stages, then run begin/complete/comment actions.

1) Team, Members, and Roles

Team and member management is done in the Teams list, Team form, Team details, and Team member form.

  1. Open the Teams list from dashboard navigation.
  2. Click "+ New team", fill Team Name (required) and optional Description, then submit Create Team.
  3. Open team details and use "Add Member" to create each member.
  4. In member form, fill First Name (required), Last Name (optional), Email (optional), Phone (optional).
  5. Set role per member in the role select (Installer, Manager, or Employee).
  6. If member has email and no password set yet, use Resend on team details to resend invitation.
  7. Use team details to edit/remove members and keep team data updated.

Role Descriptions

  • Company Owner: Account-level owner role with full company permissions.
  • Manager: Team member role with management access to assigned team projects.
  • Installer: Team member role focused on execution and progress updates.

2) Products, Images, and Main Thumbnail

Product setup is split between Product form (data) and Product details (files and thumbnail).

  1. Open Products and click "+ New product".
  2. Fill Product Name and Product Type (required), then optional Manufacturer, Price Amount/Currency, and Description.
  3. Submit Create Product.
  4. On product details, upload files/images using the file picker (up to 3 files, up to 5 MB each).
  5. Use View/Download per file to verify uploads.
  6. Click "Make main thumbnail" on the selected image to set the primary thumbnail.
  7. Use Edit/Delete and file delete actions when adjustments are needed.

3) Documents and Files

Document setup uses Document form for metadata and Document details for file storage.

  1. Open Documents and click "+ New document".
  2. Fill Document Name (required), Document Type (required), and optional Description.
  3. Submit Create Document.
  4. On document details, upload files (up to 3 files, up to 5 MB each).
  5. Use View/Download actions to verify availability.
  6. Keep reusable company files here, then link them later in projects and stages.

4) Project and Stage Setup

Project flow spans Project form, Project details, Stage form, and Stage details.

  1. Open Projects and click "+ New project".
  2. Fill project form fields: project name, optional description/address, customer data, notifications checkbox, price/currency, team, and dates.
  3. Submit Create Project and open project details.
  4. Add stage from project details with "Add Stage".
  5. In stage form, fill stage name, optional description, optional price/currency, optional team, and dates; then save.
  6. In project details, use Add Product and Add Document selectors to link company catalog items.
  7. In stage details, use Add Product and Add Document selectors for stage-level links.
  8. Upload project files in project details and stage files in stage details as needed.
  9. Use View Details links to navigate between project and each stage.
  10. Use Edit actions on project/stage when timeline, status, or assignments change.

5) Begin, Complete, Comment, Accept

Execution and acceptance flow is handled via begin/complete modals and completion pages.

  1. In project details, click Begin Project; optional start files can be attached (max 5, images/PDF/DOC/DOCX).
  2. In each stage details page, click Begin Stage; optional files can be attached (max 5).
  3. When stage work is done, click Complete Stage and submit completion description and optional completion files (max 5).
  4. Open Stage Completion to review status, files, comments, and notifications.
  5. Add comment from completion page (title + description + up to 3 images) when changes or notes are needed.
  6. Use Accept Completion on stage completion when work is accepted.
  7. After all stages are done, click Complete Project and submit project completion description/files.
  8. Open Project Completion to add comments, accept completion, or resend customer email.
  9. Use completion comments as the final communication thread for approvals and corrections.

Need More Help?

Check FAQ or contact support for additional guidance.

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