Linking to a Proposal/Project
When clocking in and clocking out, you can link to a specific Proposal/Project. To learn more about this,
click here.
This means that you can easily see how much time was spent working on a job by everyone in your company. To view timesheets within a proposal/project:
- Click on 'Proposals & Projects' on the left tab
- Click on the specific project that you want to see the timesheets for
- Scroll down to the tile 'Timesheets' and click on it
- A new page will open and you can see the duration each employee has worked on the proposal/project for.
Related Articles
Creating a Proposal
Within the ‘Proposals and Projects’ tab select ‘Proposals’ - From here you can see all of your proposals which have been created Click ‘Create Proposal’ on the top right hand side This will open a form for you to fill in details such as the name, ...
Adding Products to a Proposal
To add products to a proposal, Go to the ‘Proposals’ tab within ‘Proposals and Projects’ on the left hand menu On this page you will be able to see all of the proposals that you have created, click into the one you want to edit/view Once you are in ...
Adding Expenses to a Project/Proposal
On the left hand menu, click on Projects or Proposals, depending on where you want to add expenses to This will bring up a list of all of your Proposals or Projects that you have added, select the one you want to add your expenses At the bottom, ...
Linking to a Supplier
In order to start building projects, you will need to be linked to your suppliers so you can see their products on the platform. To do this: Click on the suppliers tab in the left menu Within that tab, click ‘my suppliers’ Click on the blue button in ...
Sending Proposal to Client
- Once you are happy with your proposal, click the 'save' button at the top right - Then click the 'Send to Customer' button - A window will open that gives you the option to send the quote directly to your customer, or to copy a link which you can ...