Project Types

There are four types of Projects:
Job:  This is a pre-surveyed job to be cut – standard job.
Survey:  Pretty obvious. You are entering data about a pending survey request.
Demo:  Enter data regarding a Demo request from a potential client`
Not To Exceed:  Enter data where the job is not pre-surveyed.  Where the client has given you a  dollar amount to cut.
Only SalesPeople and Assistant SalesPeople can create Projects.

To Create a Project, Select the Blue Cross in the top right of the screen and choose the Project type.