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PROJECTS
AND SMART LISTS
There
are four types of projects to best structure your workflow:
Production, Rental, Sale and Repair. ProjectMaker will track
any and all transactions related to a specific project including:
client and vendor information, letters, faxes, email, proposals,
purchase orders, invoices, change orders, all rental, sub-rental
and sale equipment and all labor. Your staff can work independently
or collaboratively on their projects and are able to create
comprehensive client proposals in a variety of formats. Project
creators can see their own work while managers see all current
work. Status Flags show newly added or updated projects |
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