Please note this section is still in progress
A draft project can be used when you’re not quite ready to finalize the project, but would still like to save some details.
To create a draft project navigate to the
Create new project button. Specify what name you’d like to use and then click
From here you can either add an existing
Customer or quick create a new
If you then click
Save draft your
Project will now be saved as a
Draft and you can see it listed under the
Projects screen under the
If you haven’t already created a draft project, please complete that section and then open the draft project to continue.
Navigate to Step 3 so that you can add some
Services to your
Select a previously created
Service from the drop down list or use the quick create, to add a new
In the below screenshot you can see that I’ve added both a time based service and a fixed price service.
If you’ve started creating a
Project and already added some Services then you’ll be presented with the below screen.
Fixed price services allow you to setup Billing rules. Billing rules enable you to specify when you’d like to get paid for the
Services you provide for your
In the below screenshot, we’ve specified that we’d like our
Customer to pay us 20% of the
Service price when the
Project starts. Kudoo will automatically calculate the remaining amount that will become due when the
Service has been completed.
If you click next, you will be presented with the Review Project screen. Here you can review all the information you’ve entered in order to create the
Create Project button and viola! You have successfully created your first project.
To view your Project’s details, navigate to the
Project screen and click on the Project you’d like to view.
After clicking on the
Projects you’ll be able to see all your
If you’d then like to see all the
Services associated with a
Project, just click on the
To close a Project, navigate to the
Click on the
Project you’d like to see and it will open the
Projects details screen.
If you’d like to close the
Project you can mark it as complete. To do this click the
Mark as complete button in the top right of the screen.
If you are absolutely sure you’d like to close the
Project, confirm it and the
Project will now be closed.