An OfficeOn project works like a folder: here, you can create, store and manage all appointments, quotes, invoices and any other documents that belong to a particular project or job. We recommend creating projects for longer jobs, to ensure that all your content is stored clearly in one place.
OfficeOn projects offer advanced features, such as:
Specifying a different project site address. This is then displayed on the appointment, quotes and invoices
Creating deposit and interim invoices
Uploading your own documents and photos
Billing several appointments within one invoice
How to create a project from the project list
There are a few different ways to create a new project. First, you can create a project directly from your project list by selecting "+ New project".
How to create a project from a draft quote and invoice, or from an appointment
Alternatively, you can create a project in draft mode for an invoice or a quote, or when creating a new appointment. In the upper part of the draft mode, you can either assign the invoice or quote to an existing project or create a new project.
If you didn’t create the project from the customer profile, you can assign it later to an existing customer via the customer search function. If the project site address differs from the customer's address, you can use a different address that has already been saved for the customer. Alternatively, you can define a new project site address by clicking on the greyed-out toggle. This address will then be listed on all documents created in the project.
Finally, click on the "+ Create" button. You have now successfully created your project and can add quotes, invoices and appointments and upload documents.