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New project (Add order details (Equipment) (Add unit (CSV Upload (Qty…
New project
Add order details (Equipment)
:red_flag: Is it going to be before the hierarchy set up
Add unit
Manual
CSV Upload
Qty column
No Qty column
Tagged equipment
Status list
Add new status list
Add new status
Select status list
Select company address
Select from list
Add new
Initiate a project
Create a project
Choose project fields template
Add new
Select from list
Default
Project set up
Step one
System defaults
USER _ Document auto-numbering format
Settings
CUSTOMER _ Document auto-numbering format
Customer turn around
Document revision settings
Step two
Document header / footer format
Output document settings
Document file format
Add file format
Once complete save project
Output settings
Document code list and layouts
Add document code
Add internal code list
Code list have been already set up
Add & configure Doc Codes
Add doc codes
Via CSV
From Doc Code list
Configure codes
Questions
Project name
Is this new customer?
Yes
Add address
Add contacts
No
What kind of product they have?
Instrumentation
HVac
Vales
Other
first scren
project info panel
customer
Yes
Select client from list
Review
(list of key people)
Add new company
Company Name
Subsupplier or Customer
:red_flag: What if I already have this user but as a subsupplier?
Short name (add description)