How to Create a New Project Job


To start a new project, you can either create a new project quote and then convert it to a job after the quote is accepted, or create a new project job from scratch.

Before you start adding sections and cost centres, you can add a description and notes, adjust project settings, and upload any relevant attachments.

You can also use memberships to automatically apply a discount to all jobs created against a customer within a specified duration, boosting customer loyalty and revenue. Learn more in About Memberships.

To learn how to create service or 'do and charge' jobs, see How to Create a Service Job.

Once you are familiar with the standard workflow, there are more ways to get the most out of your project management Simpro Premium. Learn more in How to Create Advanced Project Jobs.