How to Structure Your Project

Overview

The key difference between a project and a service quote or job is that a project is split into sections. You can create sections to define different stages of the job, such as 'Fit Off', 'Rough In', and 'Commissioning', and add cost centresClosedAU, NZ, UK: Cost centre. A method for separating operational costs of the business for reporting and financial management. to each section to manage parts and labour.

You can also add the membership cost centre to sell the customer a membership discount for a specific duration to boost customer loyalty and revenue. See How to Sell Memberships to learn more.

In project quotes and jobs, you can create optional cost centres or variations. Learn more in How to Manage Optional Quotes and Types of Variations.