ClickSabi Pro
Projects & Delivery
Inside a project
The ten project tabs and what each one owns.
1 min readLast updated
The tabs
Overview, Approvals, Appointments, Installation, Inspection, Completion, Warranty and Maintenance.
Overview
The current delivery stage, health, next actions, who you are waiting on, and the project timeline.
Design and Proposal
The design work and the offer for this project, in the project's own context.
Approvals through Completion
Permits and approvals, scheduled visits, the installation record, inspection and the completion record.
Warranty and Maintenance
Coverage issued on this customer's relationship, and service and warranty visits recorded against the project.
Related articles
- Projects & DeliveryStages, milestones and project healthHow the stage is derived, what milestones exist, and what health means.
- Projects & DeliveryScheduling visitsBook, confirm, reschedule and cancel visits across projects.
- Projects & DeliveryDocuments, shared and privateWhere files live, who can see them, and how sharing works.
- Projects & DeliveryWarranty, maintenance and service visitsIssue coverage and record ongoing care against the project.
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