Projects

There are four main sections of the App, seen at the bottom of the screen. Projects is the first section, where you can see all of your existing projects and edit information related to specific projects. 

When you first click into the Projects section, you will see your entire list of projects. This is the CRM section of the App which allows you to create and manage projects. You can sort and arrange your projects according to various filters so projects requiring the most attention are not forgotten.

By selecting a specific project from this section, you will be able to edit details pertaining to that particular project such as contacts, electricity usage, and proposal personalisation. 

See Creating and Managing Projects for more information about how to use this section of the App.