Related Articles
Configuring Stages
Within the Proposals & Projects tab you can easily see your Project Stages at a glance in a kanban view. To set your project stages up: Click on the blue 'Configure Stages' button This will open a window where you can add stages, click on the '+ Add ...
Sending a Purchase Order from within a Project
There are many ways to send purchase orders to your suppliers through Specifi. To send a purchase order from a project once it has been agreed with your client: Click into the project that has been marked as agreed to open the system design page ...
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 ...
Adding a Task
After you have configured your Task Stages, you can start adding tasks. Within the CRM section, click on 'Tasks' This will open your Tasks page, to add a new task click '+Add Task' A new window will open and you can enter details about the task such ...
Link your Suppliers with your Xero Account - from within a Project for a Purchase Order
Within the ‘Projects & Proposals’ tab click into your projects Select the project you want to create a purchase order for Scroll to the bottom and select the ‘Purchase orders’ tab This will open the purchase order related to the specific project you ...