How can we help?

How can we help?

How can we help?

Search Help Center

How to Create and Edit Projects

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.

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