Projects are where most of the magic happens. They can be created by you or a member of your team, or they can be created by a customer either through logging in directly or through the Project Creation Widget.
If this is the first time to your Dashboard, you'll be given the opportunity to watch the tour video or create your first project using the button in the upper-right corner. Once you have projects in the future, you can also filter out archived projects by clicking the button.
When you're ready to create your first project, click the "Create a New Project" button.
Creating A Project
This page will be the same whether you or your customers access it, so if you want to link a customer here directly you can send them to:
A title and description are required here, but attaching a file is not. You'll want to be as descriptive as possible here, so that you've got a good record of what this project is regarding.
If you do want to submit a file, you'll be happy to find that any type of file can be attached to this project.
Before clicking submit, the box saying that one has read and accepted the services agreement must be checked. This will generate the Client-Provider Service Agreement (which is under "Exhibit A" on the Terms page) between yourself and whomever submits the project. Keep in mind that if you submit the project yourself, the agreement will generate between your own company and you, so you may want to send the client a separate agreement if you create the project for them.
When you're ready, click "Submit".
The Activity Tab is the first thing you'll see when you go into a new project. You are able to view your Default Project Statuses and their corresponding percentage of completion.
Next to the status bar is the total value of the project based on the value of paid and unpaid invoices in the billing tab.
To the right of the total value column, is where you can view who created the project and the project description. You are able to edit the description by clicking on the pencil icon.
On the left column you are able to see recent files attached to the project. You are able to download these files, or "Instant Quote" 3D files. Underneath recent files are the recent invoices. There is the option to create a new invoice from here. Finally, there is a list of users assigned to the project. This gives you the ability to add or remove users from a project. To add other users to this project, go to the Users section.
Below the project tabs is the message entry field. Messages have permissions which can limit message visibility to either everyone, only members of your team and vendors, or only members of your team, with the latter two options having a blue background to display the difference.
Messages, once sent, will display the personal image you chose if you've already set up your account, as well as your business' favicon in the bottom-right corner of the image. You can also edit a message's content or permissions by clicking on the pencil icon. This option is available for up to 30 minutes after a message is sent.
You can also attach files to a message, which will appear not only in the message, but also in the Files tab. Speaking of which...
From the Files tab you can access all of the files uploaded to this project. As mentioned earlier, any type of file can be uploaded, but for 3D model files such as the STL uploaded here, you'll notice a special button - "View". If your AutoQuoter is already set up, the "View" button will show up as "Quote"
You can view and rotate the 3D file directly. This can be done on desktop or mobile like this, or in VR as well by clicking the visor icon in the bottom-right corner.
If the "Quote" button is available, click to to quote the file.
Keep in mind that we inputted example prices when we set up the AutoQuoter, and you may want to create a test project and play with your prices until you find what works for you.
Once you click "Quote Part(s)", a quote will be sent to the Billing tab. Quotes can be generated by anyone who has access to this project and file. Access to files can be changed by clicking on the cog icon underneath the file's thumbnail.
Here you can decide to make the thumbnail the default project thumbnail, add some tags, and change the permissions (visibility). If you add a file within a message, the permissions for the file will match the message's permissions.
Before we go to the Billing tab, we should check out the Options tab.
Within the Project's Options tab, you can decide whether Vendors can communicate directly with customers on this project. By default this is off, meaning that users with Vendor account types (a contractor working with your company, for instance) can see all of the messages besides the ones specifically for your team, but they can only send messages visible to themselves and your team.
You can also customize the project statuses here. Keep in mind that this will not affect the Default Project Statuses. In this situation, for instance, we're not designing anything, so we can delete the two design-related statuses. This will reflect on the Status Bar.
The Billing tab is where you'll find all of your quotes and invoices.
We haven't created a in invoice yet, but we have created a quote. To turn that quote into an invoice (something you or your customers can do), just select the quote, and then select "Create Invoice". What will be created is an invoice titled "Auto-Generated Quote".
Regardless of who generates the invoice, it will then need to be approved by you or an employee since the AutoQuote Review was enabled when we went through the AutoQuoter Configuration. You'll also notice that you can download your invoice as a PDF by clicking the link in the upper-right corner.
Going back to the top level of the billing tab, if you want to generate a custom invoice you just click "New Invoice" from the upper-right corner.
Here you can do it all from scratch - enter a custom description (which will serve as the title of the invoice), set custom terms, input line items, and add addresses manually.
Line items can by added from your Product Manager by clicking "Add from Inventory", from the AutoQuoter by clicking "Add from Files", or manually inputted by clicking "Manual Line Entry". With the last option you can apply discounts by entering a negative value into the price.
NOTE: If you add a line item using the AutoQuoter by clicking "Add from Files", the Startup Price and Shipping & Handling cost you set when you went through the AutoQuoter Configuration will not be applied automatically. In this case, you should use a Manual Line Entry to add those separately.
When everything's filled out, click "Post Invoice" to make the invoice live.
Once the invoice is live, the "Pay Now" section will come up, allowing your customers to pay the balance or for you to take payment for them.
Once more going back to the top level of the billing tab, you'll see the invoices you've generated for your customer. Because here I've decided to give the customer a $5 discount, I'll want to edit the Auto-Generated invoice in order to make it clear to the customer which should be paid. I can do that by clicking on the status "Unpaid" and changing it to "Void". I could also choose to just delete the invoice altogether by clicking the cog to the right of the invoice's status.
That's all you need to know about Projects! If you have any questions, drop us a line at [email protected] and we'll be happy to help!