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How Do I Use Projul?
Step-by-step guides for every part of Projul, from estimates and scheduling to invoicing.
Managing Employees / Contractors
- How do I edit an employee's permissions?
- How to add a Trade to an Employee or Subcontractor
- How to view change history
- How many users are supported in Projul?
- How can I have my crew clock into any project when needed?
- How do I add an Employee/User or Contractor in Projul?
- How can I delete a client and delete all related projects and documents?
- Employee Permissions: A Complete Breakdown
- What happens when I archive or unarchive an employee?
Projects
- Why can't I create a new user in Projul?
- How can I find and unarchive a Project?
- How to add a custom project type
- How do I cancel or delete a project?
- How do I create and send a Purchase Order?
- How do I receive items (record actuals) on a Purchase Order?
- Can I change the client on an estimate, invoice, or project?
- How do I process a return on a Purchase Order?
- How do I make a project photo or file visible to everyone who has a task on the project?
- How do I get a material list from an estimate?
- How can I access the project notes from the Projects page?
- How do I download bulk photos or files from Projul?
- How do I give my project a start and end date?
- How do I set up the Client Portal, and what will my customer see?
- How do I add and find files and photos in Projul?
- How do Purchase Orders sync to QuickBooks Online?
- What does marking projects complete do?
- How do I Create a Photo Report in Projul?
- What reports does Projul have?
- How do daily log templates work?
Support
- What does the "Refer a friend" button do?
- How to reset my password
- How to contact Projul for help
- How to see when an estimate or invoice was last viewed
- How to brand Projul with a company name and logo?
- How to cancel a Projul subscription
- How to save an estimate, change order, purchase order, or invoice as a PDF?
- Recommended Projul Training Videos
- How to clear a browser cache
- How to see what's new in Projul
- How to sign out of Projul
- How to import customers from QuickBooks Online into Projul
- How to tell what version of Projul is in use
Settings
- QuickBooks Online Integration & Settings Explanation
- QuickBooks Desktop Integration & Settings Explanation
- Connecting Website Forms to Projul with Zapier
- How can I import my company data into my Projul account?
- How can I set up payment processing through JustiFi?
- How do I set the workweek, time zone, etc? How do I adjust task settings?
- How do I edit my default email templates within Projul?
- How Do Time Tracking Settings Work?
- How do I edit the default expense and income accounts that Projul syncs with QuickBooks?
- How Do Project Settings Work?
- How do I choose who pays the Payment Processing fee through JustiFi?
- What are automatic client notifications and what do they look like?
- How Do Estimate Settings Work?
- How do Notification settings work?
Scheduling
- How do tentative tasks work?
- How can I easily make labor items from the estimate (aka proposal, quote, bid, contract) as tasks on the schedule?
- How can I move tasks in a project at the same time on the schedule?
- How do Project Templates work?
- Can I customize what I see in the calendar view?
- How do I change the time or day of a task or the estimate meeting?
- How does the unassigned user work?
- How to copy a task
- How do I easily look at an employee's schedule?
Estimating
- How do I create a new Estimate in Projul?
- How do I access the Project Budget/Job Costing page?
- How do I allow my client to sign an expired estimate?
- How can I use a change order to edit an accepted estimate?
- How do I add a custom field to an estimate and sync it to Quickbooks Online?
- Publishing & Approval: A Complete Breakdown
- How do Project Tags work?
- Cost Lines: A Complete Breakdown
- How do I sync an estimate with my QuickBooks account?
- What is the selections feature and how does it work?
- How do discounts and tax rates work in Projul?
- How does the "Require Estimate Approval" setting work?
- How to approve an Estimate or Change Order for a client
- How to access and attach photos to an estimate
- How do I see the Cost Breakdown and Company costs of my estimates?
- How does the Assembly feature work within Projul?
- What can 1build do for me?
- Estimate Templates (aka Proposal, Bid, Quote, or Contract Templates): A Complete Breakdown
Lead Pipeline
- How do I add the source of a lead to my Project Lead?
- How do I use the "To Write" phase in the Lead Pipeline?
- How do I reject a project lead and where do rejected leads go?
- Lead Pipeline: A Complete Breakdown
- How does the "To Estimate" section function within Projul's Lead Pipeline feature?
- How do I merge lead sources?
- How do I use the "To Contact" phase in the Lead Pipeline?
- How do I move a lead/estimate out of the "To Revise" status?
- How do I create a new project lead?
- How can I add a lead capture form to my company website?
- How do I use the "To Schedule" phase in the sales pipeline?
- How do I schedule a follow-up task to a lead?
Tasks
Time Tracking
Mobile
Invoicing
- Why non-itemized invoices show cost lines in QuickBooks
- How do I use the Service Work Profitability report?
- How to change an invoice between itemized and non-itemized
- How Do Invoice Settings Work?
- How do I set default payment terms for a client and create custom terms?
- Invoicing: A Complete Breakdown