Start an estimate or takeoff by creating a project.

Creating a Project

Step 1: Click 'New Project' or 'Create Project'

Step 2: Add a "Contact"

Step 3: Add an estimated project "budget"

Step 4: Select a "Stage"

Step 5: Set "Project type"

Step 6: Add the "Project location" this will search Google Maps

Project Home

Once you've created a project, you'll be able to update or change any of the following project details

Project Details

Details include budget, location, stage, type of project, and won/loss status

Project Contacts

Add associated contacts such as subs, spouse, interior designer, architect, and more

Project Location

Google Maps view of your location

Recent Activity and Notes

Leave notes for yourself or your team, and see a log of when estimates have been sent, viewed, and signed by your customer

If you have any issues with 'Creating or Updating Projects', contact Customer Success through the chat in-app or by emailing help@congenius.com.