In the previous lesson we learnt how projects can be used to make your life easier, in this lesson we are going to create a new project, add some content to it and turn it into a document. We will also create an appointment.
To start with tap on the new project button.
Choose the customer and give the project a name.
Within the project screen there are four main areas:
The top bar: This gives you the ability to delete and complete a project, you can also view a complete breakdown of the project summary.
The Details: This includes the project title customer and basic financials
Action bar: This includes the button to Add new items to the project and the create button for new quotes, jobsheets or invoices.