Settings overview – Projects & Jobs

Templates

In this section you get an overview of templates sorted by template type: Description, Price quote or Schedule. You find details of the ID, template name and the job it is copied from.

Projects & jobs – Templates

Delete a template
You are able to delete the template from here by using this button. 

Go to job
Go to the template job by clicking this button .

Price quote and invoice comments

In this section you can create standard comments for price quotes and invoices.

Projects & jobs – Price quote and invoice comments

 

Standard phase texts

In this section you can create standard phase texts for the use of scheduling, price quotes and invoices.

Standard phase texts

Products

In this section you can have a list of all the company’s products.

Projects & jobs – Products

Task colours

In this section you have a list of tasks with the corresponding colour. These colours are used on tasks in Scheduling.

Projects & jobs – Task colours

Production statuses

In this section you have a list of production statuses.

Projects & jobs – Production statuses

 

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