Projects (Overview)

The Projects module efficiently tracks multiple quotes, bookings, and invoices within a single project. This feature streamlines the process of managing project-related transactions and ensures seamless continuity from one phase to the next.

To begin utilizing the Projects module, follow these steps:

1. From the main menu strip at the top, navigate to Setup > Preferences > Modules.

2. Locate the Projects module option and toggle the switch to activate it.

3. Click the "Save Changes" button at the bottom to confirm the activation.

To create a new project in Hirepos, proceed as follows:

1. From the main menu strip, go to Projects > New Project.

2. Provide a unique name for the project and fill in any optional fields as needed.

3. Click the "Save Changes" button at the bottom right to save the new project details.

There are two methods to link a sales record to a project:

1. Click the Sales button on the Project screen to access the Sales/Hire (Customer Overview) screen. From there, you can add a new Quote, Booking, or Invoice, and the Project dropdown will automatically default to the project you navigated from.

2. Alternatively, you can directly access the Sales/Hire (Customer Overview) screen, select the sales record, and manually assign it to the relevant project.

To review details of existing projects in Hirepos:

1. From the main menu strip, go to Projects > Projects List.

2. Projects are categorized as Pending, In Progress, Completed, or Cancelled based on the status of associated sales records.

3. Search for a specific project and click on it to edit the details. You can also add a new project from this screen.

4. Any sales records or items linked to the project are displayed in tabs at the bottom of the Project Details screen, allowing for direct editing.