Use one Project for the connected work you are delivering for a Customer. Several Visits, Quotes, Variations, handovers and Invoices can belong to it.
1. Find the Project
Open Projects and select the work. You can also follow a Project link from its Customer, Lead or related document. Check the Customer and Project name before adding records.
For a separate piece of work, create another Project.
2. Choose the relevant section
- Use Estimate, Quotes and Variations to work out and agree the scope and price.
- Use Visits for attendances and Timesheets for recorded time.
- Use Material costs, Notes and Files for delivery records.
- Use Invoices to prepare and find the Project’s bills.
Some sections sit in the additional sections menu. Overview shows the work’s current position and recent activity.
3. Keep records on the right Project
Start a Quote or Invoice inside the Project when its context is already known. A new Invoice from elsewhere asks for its name, Customer and Project. One Invoice can cover several Visits.
Use Project invoicing for the relationship between agreements, recorded charges and earlier bills.
4. Hand over delivered work
Choose Complete work on the Project. The handover and any signature stay with the saved Project work. They do not belong to an individual Visit.
A completed Project and a paid Invoice are separate facts. Check the outstanding balance before treating the money as settled.
If records are missing
Check the Business, Project and filters first. A related record may require different permissions. Ask for the appropriate access rather than creating duplicate work to replace a record you cannot currently open.