Mobile: ProjectsMobile: Projects

The Projects list shows all active projects for the customer. Remember a project is the labor portion of work, so the list might include stand-alone Service projects as well as the labor for Sales Orders.

At the top of the window are three icons:

  • Back Arrow takes you back to the customer details screen.
  • Magnifying Glass is used to search for a specific project using a wildcard search. Enter the word or phrase and click Filter to display only projects containing that word or phrase.
  • Plus Icon opens a new, blank project for this customer.

The proposal list shows:

  • Project Number and Name
  • Description of the work on the project
  • The Phase of the project
  • If the project is completed, a red Archived will be displayed on the left edge of the project.

Tap on any project to see the full details of the proposal.

Note: The Project module has not been optimized for the mobile view. So you might find it easier to use a computer to work with a project.

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iPoint Version: 9.0814
Last modified: 25 Aug 2020

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