A project groups several jobs for one customer. Use it when an event runs over several days but each day has its own time slot, like 3 hours a day for 3 days. Each day becomes its own job, and the customer can sign one contract and pay one invoice for the whole project.

If Projects isn't in your menu, add it first:

  1. Go to Settings > App Settings > Menu.

  2. Click + Add Menu.

  3. Under Menu Item Destination, choose Projects, then click Save.

  1. Go to Projects and click + Add Project.

  2. Enter a Project Title and choose a Project Status.

  3. Under Primary Contact, search for a contact or click Create New Contact, then click Next.

  4. Under Jobs, click + Add Job(s) and open the Multiple Dates tab. Use Single Date if you want to add one day at a time.

  5. Click each day on the calendar, set the start and end time, then click Add Job.

  6. Under Default Quote, click + Add Package or + Add Product. This quote applies to every job, and you can change a single job's quote after the project is created.

  7. Click Next. Turn on Combine Contracts and Combine Invoices if you want the customer to sign and pay once.

  8. Click Create Project.

The project opens on the Timeline tab, which shows each job. The Quote tab lists every job with its date and status.

To change the project's settings later, click the gear icon next to Save. Check that Combine Contracts and Combine Invoices are set the way you want after creating the project.