Go to the Projects tab and click on "Create Project" on the right side of the page. A pop-up window will appear where you can enter the project details.
First, input the project name, type of customer, and contact details.
Customer Type- Select either residential, commercial, or non-profit from the drop-down menu.
Alert! You can’t change customer type once a project is created.
Workflow - You can select a workflow from the drop-down menu. If you are not sure what to select, the default workflow will be auto-selected.
You can add a Secondary Contact by clicking on the "+" on the right side under “Primary Contact Phone”.
Source - You can choose sources such as paid, self-generated leads, etc. from the drop-down menu. You can also add notes next to source.
Project Owner- You can select the project owner's name from the drop-down menu.
Click on "Next" and you will be redirected to the "Site Location" page. Enter the property address in the search bar and select the correct location from the drop-down list which will show on the map and automatically enter the details below.
You can change your marker location by dragging and dropping at the site you want to lay your panels. Once you have the marker on the correct location, click "Finish".