POSITIVE FEEDBACK - Client creation option when creating new project

CPA Planning Design's Avatar

CPA Planning Design

17 Sep, 2015 02:49 PM

Hi Seth,

Just wanted to say thanks for that, before I would duplicate a template BEFORE I had created the client contact details...doh! Not a problem anymore, thanks for that!


This discussion was closed! See this FAQ for more information:

  1. Turn an estimate into a project

    After you've created an estimate and your client has accepted the quote it's a snap to turn that into a project.

    • Navigate to the estimate inside Cashboard
    • Click the More Actions button, then select Create Project from Estimate

    Create a project from an estimate

    See more..
  1. CPA Planning Design closed this discussion on 17 Sep, 2015 02:49 PM.

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