ClickSabi Pro
Projects & Delivery
How a project carries a customer from proposal through delivery to warranty.
9 articles available
9 articles
- How projects work in ClickSabi ProThe project is the spine every other Pro area connects to.
- Creating a projectStart a project from Projects or straight from a contact.
- Inside a projectThe ten project tabs and what each one owns.
- Stages, milestones and project healthHow the stage is derived, what milestones exist, and what health means.
- Working the projects listWorkspace tabs, bulk actions, archive and restore.
- Scheduling visitsBook, confirm, reschedule and cancel visits across projects.
- Documents, shared and privateWhere files live, who can see them, and how sharing works.
- Warranty, maintenance and service visitsIssue coverage and record ongoing care against the project.
- What the customer sees of a projectThe shared view, and what never crosses to the customer.
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