ClickSabi Personal
Projects & Your Provider
Understanding a connected project
What a project is, and what your provider shares with you inside it.
1 min readLast updated
What a project is
A project is the shared record of work a provider is doing with you. It is created by the provider in ClickSabi Pro and appears in your workspace under Projects.
What appears in Projects
Only the sections you actually have. Overview is always there. Proposals, Projects, Payments, Appointments, Documents, Warranties and Referrals appear once there is something in them.
If nothing appears
You have no connected provider yet. Projects appears once a provider starts working with you in ClickSabi.
Related articles
- Projects & Your ProviderWhat you can see inside a projectA tour of the tabs on an individual project.
- Getting StartedConnecting with a providerHow a solar provider becomes connected to you, and what changes when they do.
- PaymentsHow project payments workHow a provider requests payment and what happens after you pay.
- DocumentsWhere your documents liveDocuments belong to the project they relate to.
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