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Project Wizard

The Project Wizard is a streamlined setup workflow designed for firms that handle repeatable, standardized projects.

It allows you to define a project, property, and services in one continuous flow.

When to Use This​

Use the Project Wizard when:

  • Projects follow a predictable pattern
  • You want property defined immediately
  • Services are known at project creation
  • You want fewer decisions later

This workflow trades flexibility for speed through structure.

Step 1: Project​

The first step creates the project shell.

Required Fields​

  • Project Name
  • Client

Once you proceed, the project is created and saved.

Step 2: Property (Optional)​

After the project exists, you may:

  • Draw property geometry on the map
  • Save it directly to the project
  • Skip this step if not applicable

Property setup is optional and non-blocking.

Step 3: Services (Optional)​

You can optionally define services immediately.

Service Setup​

  • Start with an empty service tree
  • Add services hierarchically
  • Configure quantities, rates, and totals
  • Choose which columns are visible

This step is especially useful for repeatable scopes.

Finishing the Wizard​

When finished:

  • The project is fully created
  • Any properties and services are saved
  • You return to the calling workflow

Closing the wizard does not delete the project.

Summary​

The Project Wizard is optimized for repeatability.

If your firm does the same work over and over, this workflow helps you move faster by setting structure early—without locking you in.