Creating and Managing Projects
The Projects feature in SolvGo helps you organize work for your clients, schedule visits, assign team members, and manage invoicing with ease.
Creating a Project
Go to the Projects section
Click Add Project
Select the client and property for the project
Enter the project title and project number
Optionally, add team notes or attach files
Invite team members so everyone knows their role
Project Invoicing
Choose how you want to invoice the project:
As needed
Monthly on the last day of the month
After each visit is completed
Once the project is completed
Adding Line Items and Discounts
Include all charges related to the work:
Services
Materials
Other fees
To add a discount:
Click Add Discount
Choose a flat amount or percentage
Enter the value
Scheduling Visits
In the Visits section:
Plan one or multiple visits for the project
Give each visit a title
Add a note for your team
Select the date and time (or just the date if unsure)
Assign a team member to each visit
With SolvGo projects, you can organize work, schedule visits, assign responsibilities, and keep everything on track, ensuring smooth operations and clear communication with your team and clients.