Create a Time & Material Project

Create Project

1. Click on Projects > Time & Material Projects in the left side navigation.
2. From the Time & Material list screen, click on Add Project.

Project Details

1. Select a customer from the dropdown. If the customer for this project is not already in the Werx system, select Add New Customer
2. If you are creating this project from an Estimate, select the appropriate estimate from the dropdown. This will fill in the details set up on the estimate.
3. Type a Project Number and Project Name
4. Select a Project Manager from the dropdown.
5. Input Project Location address
6. Input Project Owner Name & Address. Learn more about Project Owners
7. Complete Contract Detail information. This information will be supplied by the customer and used to correlate with their record keeping.

Project Contacts

Use contacts to associate the customer contact associated with this project. These people will be alerted with project activity and defaulted when sending project documents.

1. Click Contacts in the left side tabs
2. Select the check boxes for customer contacts associated with this project.

Assign

Select users who will have access to this project in Time Tracking and other Werx Field App functions. You have to the ability to select individual, groups or all users.

1. Click Assign in the left side tabs
2. Select the users that will have access to this project for Time Tracking and Werx Filed App.

Rates

1. Click Rates in the left side tabs
2. Set the tax rates for this project. This value will be used when creating Change Order Request and Invoices.

Once You have entered all your Time & Material Projects details, select Save at the bottom right corner of screen.

Sync to QuickBooks Online

For accounts connected to QuickBooks Online

Once you have completed the customer details and are ready to sync this customer to QuickBooks, select the Send to QuickBooks checkbox and then click Save.

If the Send to QuickBooks checkbox is greyed out and not selectable, please have an administrator check your QuickBooks Online connection settings to make sure your accounts are connected.

Edit a Project

1. In the project list screen, click the project you want to edit.
2. In the individual customer screen click the More button in the top right
3. Click Edit Customer from the dropdown
4. Make the required changes and click Save

Activate/Deactivate Projects

Use the Active toggle in the bottom left of the Project Detail screen to make a customer active or inactive.

Watch the video guide for: