Creating a Project
Projects in ServTrackr help you organize work from start to finish:
- Navigate to the Projects page from the main menu
- Click the "New Project" button
- Select or create a client
- Enter the project location (can be different from client address)
- Add a project name and description
Project Details
Fill in important project information:
- Project Type: Select from your service categories (repair, installation, maintenance, etc.)
- Priority Level: Mark urgent jobs for quick identification
- Status: Track progress from lead to completed
- Tags: Add custom tags for easy filtering and search
- Notes: Include important details about the project
- Photos: Attach photos of the job site or equipment
Scheduling Work
Schedule your team to complete the project:
- Click "Schedule" from the project page
- Select the date and time for the work
- Assign team members to the project
- Set the estimated duration
- Add any special instructions for your team
Your team will receive notifications and can view all project details in their mobile app.
Completing the Project
Once the work is done, complete these final steps:
- Mark the project as complete in the system
- Capture before/after photos for documentation
- Get customer signature on the mobile app
- Convert the project to an invoice
- Collect payment on-site or send the invoice for later payment
The project history is saved, making it easy to reference for future service calls or warranty work.