The point of these workflow articles is to offer a big picture overview of how we intend for you to use the system, or how to use the system as it was designed to be used.
This article will focus on the normal lifecycle of a Project.
Project
A Project is the SynkedUP term for a typical installation job where there is an estimate, an approval, an installation and a completion of the work with final invoicing. It's a one-time, in-and-out job.
Workflow:
Send it off as a Proposal for review and approval to the customer
Create a down payment invoice and collect down payment
Go to the calendar to schedule the newly sold Project
Schedule and assign the Project to a foreman
Foreman and crew clocks in and logs time/materials/equip on the Project
When complete, review Costing & Analysis data
Issue final invoice to collect remaining balance due
Drop us a line in the blue chatbox if you have any questions!