*The information on this page is relevant for customers who are a part of the Projects beta only.*
With our projects feature, you can keep documents and notes related to a single project together in one place. This makes the process of keeping track of your work from start to finish more streamlined than ever before.
What does it do?
Previously, Invoice2go could only be used for sending documents to your clients. Any notes related to a project needed to be created and housed outside of the Invoice2go platform. Additionally, if you had multiple documents or files related to a single project, they would need to be located and accessed separately in the Invoice2go app.
With projects, you can house any documents, notes, and files related to a single project together in one place so they can be quickly accessed and easily referenced. This will help save you time so you can go out and win new work.
How do I create a project?
- Tap More on the navigation bar
- Tap Projects
- Tap the + in the top right corner
- Add a client
- Add a project name
- Add a location
- Tap Next
- From the home screen, click on Projects
- Click on Create new project
- Enter your client’s name
- Click on Create project
Alternatively, you can create a project from the clients section of the app.
- From the home screen, click on Clients
- Select the client you’d like to create a project for
- In the top right corner, click on Create
- Click on Project
Additionally, a project can be started when creating an estimate, invoice, or client. After you’ve created your estimate, invoice, or client, you will be asked if you would like to add the estimate, invoice, or client to a new project. Simply click on Create project when prompted. You can disable these prompts using the steps outlined in the managing project preferences section.
Where can I view all of my projects?
You can view all of your projects in a list view within the Projects section of the app. On the web platform, this will be found on the side navigation menu and is labeled Projects. On the mobile app, tap More on the navigation menu and then, tap Projects. When you find the project you are looking to work on, you can click on/tap it to be brought to the projects portal.
After opening a project, you will notice that the projects portal is broken down into four main sections.
Project home page
The project home page is where you will find any documents and files related to your project. From the web experience, you can click on add estimate, add invoice, or upload file to add documents and files related to your project in one place.
Clicking on any of the documents you’ve added to your project will take you to that document in the app.
For added ease of use, if you’ve added an existing client to your project, we will let you choose from estimates or invoices assigned to that client.
From the details page, you can add,
- Project name
- Project description
- Project location
- Project dates
From the contacts page, you can add information for any points of contact for your project including,
- Role (Employee, Contractor, Supplier, etc.)
From the notes section, you can add any notes related to the project that you want to remember.
Managing project preferences (Web)
If you do not wish to receive a prompt to create a project with every new invoice, estimate, or client created, you can manage your preferences with the below steps for the web version of the application.
- Click on your Company name in the top right corner
- Click on Account & settings
- Click on Projects
- Check or uncheck the boxes for when you would like to be prompted to create a new project
- When adding a new client
- When creating a new estimate
- When creating a new invoice
- Example. Instead of your projects being numbered 1,2,3,4, etc. you can set it to be Project 1, Project 2, Project 3, etc.
How do I add and edit estimates and invoices to a project?
You can create and edit an estimate or invoice like you do today. On the web app, when you are done creating an invoice or estimate, you can add it to a project after you are prompted as you save or send the estimate or invoice.
On both web and mobile, you can go to a project itself and select the ‘add estimate’ or ‘add invoice’ button and then select the estimate or invoice you wish to add to a project.
Please note, a document can only be associated with one project.
How do I add files to a project?
Within the project portal, click/tap on the button labeled Add a File. You can then add PDF files or photos to your project. These files can be quickly referenced each time you go into the project portal. For the initial launch, these are the only two types of files that can be added.
If I convert an estimate to an invoice, will the invoice be saved to the project?
Once you convert an estimate to an invoice, you will need to add the converted invoice manually.
Can I view projects for individual clients?
You can view projects specific to individual clients within the Clients section of the web application. When you click on a client, there is a tab below their name labeled Projects. Clicking on this tab will show all projects related to that client.
What type of documents can be added to a project?
At this time, only invoices and estimates can be added to a project.