How do I create a project?
A project is always linked to a client. Haven't created a client for this project yet? Then do this first!
It is important to create projects because the jobs are always linked to a project.
(See video below for reference)
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Go to [Database > Projects]. Select the 'New Project' button at the top right, and select the desired client that belongs to this project.
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The system now asks for various data that are required to create a project.
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Everything filled in? Complete the task by selecting 'Create project'. The project has now been created and is in the overview.
Tip! You can add a lot of criteria to projects to make the whole process more streamlined!
Pools
You can choose to only make the project visible to a specific group of people. If you want to make the project visible to everyone, do not select a pool.
Methods of payment
The payment method has four options. It differs per option whether you have to fill in the following two fields 'amount' and 'reserve amount'. The reserve amount lends itself to reserve jobs. Think of reserve services or standby services, for which a fee or a higher fee is paid.
The claim form
Here you can indicate which costs can be claimed by the employee. You can easily fill in the entire form as desired by clicking on or off the sliders.
Published project
A published project means that as soon as jobs are added to the project, employees will see them in their mobile applications. If the project is not published, the jobs created in this project will not be visible to the employees.
Add optional information & files
When you create a new project, there are options on the right to add optional information and files. The more specific you make the project, the clearer your employees will know where they stand. We highly recommend this!