Once you've created a project, you can start filling in the information in the General tab of your project. Here, you will find the most important details such as its name, client, location, project type and time schedule.
The name of your project. This will be displayed in the projects overview and on the documents that you generate.
Each project type contains pre-determined settings for a project, such as an invoice moment, letterhead, color, and template for quotations, contracts, invoices. Project types are useful to differentiate between projects in the projects overview, and the statistics module.
By default, all new projects have the Concept status. The project status changes automatically, based on your actions, or the actions of your customer. However, you can manually set a status for your project here.
If you leave this field empty, Rentman will automatically generate a number for this project. In the settings Configuration module, you can edit your number series to choose what number the first created project should start with. Alternatively, you can also enter a custom number here.
Choose a power user within your Rentman account as account manager for this project.
Choosing a unique color for your project is useful to differentiate between projects in the eventMy schedule module and in the projects overview. You can also assign a default color for each project type.
You can enter an (optional) external reference for this project. For example, a purchase order number. By default, this external reference does not show on documents and needs to be added on there as a separate variable.
Choose a client (and contact person) for your project. The client and contact person need to be added to the contact_phone Contacts module, before you can choose them here.
Choose a location for your project. The location needs to be added to the contact_phone Contacts module, before you can choose it here.
The icons in project progress indicates what has been completed and what still needs to be done in a project.
You can read more about the project progress icons here.
Read our article about Tasks/notes/files for more information.
The time schedule contains all time periods of your project. By default, it contains the planning period and usage period of your equipment.
Create a packing slip or callsheet
Read our article about Creating a packing slip or callsheet for more information.