Project Page Overview

Welcome to the New Project Page

Welcome to the new and improved Product Page! This update brings exciting changes, offering you a fresh perspective on your information and introducing new features and capabilities. To make your transition smooth and enjoyable, we've created this guide for you.

Navigating the Project Page

Overall Layout: We've reimagined the page layout with your convenience in mind. It's now divided into three distinct sections: Header, Blocks, and Widgets. This clear and organized arrangement provides a structured view of your project information, making it easier than ever to find what you need.

New Layout

The Move Details block

The Sales Info block

The Jobs Info block

The Accounting Info block

Key Icons in the Righthand Toolbar

The Project Header Block

New Features

Project Tags

Same Actions, New Places

Sending a Quote or Confirmation Email

How to Send an Email

Accessing & Generating Documents

How to Print Job

How to Print Invoice

How to Assign Movers and Trucks

How to Edit a Job After It has been Created

How to Change/Edit the Project and Job-type After It has been Created

Accessing Office Notes, Crew Notes, Dispatch Notes, and Comments

Accessing Google Streetview of your Locations

How to Cancel, Copy, or Reset Jobs

How to Access the Timeline Summary

How to Trigger an Invoice

Changing the Order of Stops Within a Job