Creating a Project

In Gutter Dog, projects store all your notes, components, documents, and client relations.

How to Create a Project:

1. Navigate to the Projects page via the side nav.

2. Press the "Create a project" button in the top-left of the page.

3. Enter the project customer details (Customer Name and Project Address). Note that all fields are optional and can be filled in later.

4. When ready, press "Save" to create the project

The Project Page:

The project page has 3 main tabs:

• Details: View/edit the project status, customer name and contact, project location, notes, and images.
• Components: Manage gutters, downpipes, accessories, parts, and services. These items will appear on estimates and invoices.
• Documents: Generate, edit, view, and share estimates, invoices, and other project-related documents.

Project Details:

• Status: Indicate the current state of the project: Pending, Estimate Sent, In Progress, Completed, Invoice Sent, Paid, Canceled.
• Customer: Add or edit the customer name, email, phone, and additional notes (e.g., "Homeowner", "Dog's name is Yoshi").
• Location: Enter the project address. Gutter Dog provides Google Maps links for directions, plus satellite and street view images.
• Images: Include images of the work required or already completed. These won't appear on customer-facing documents.

Project Components:

Manage gutters, downpipes, accessories, parts, and services.

1. Press "Create Component".
2. Specify the component type and press "Save".
3. Enter additional details like price, length, or name

Adding Gutter Covers/Protection:

1. After creating a gutter component, press "Add Gutter Cover".

2. Enter details such as name, price, and length (defaulting to the parent gutter component's length).

3. If premade Gutter Protection offers exist in Products/Services, start typing the name to auto-fill details like price and color.

Imported product offers will include the manufacturer and image in the components list.

Project Documents:

Generate and manage project documents (estimates, invoices, etc.).

1. Press "Generate Document".

2. Select the type of document to generate:

• Estimate: Table of all components/prices, business, and customer details.
• Invoice: Similar to an estimate, with added payment tracking.
• Comparison Estimate: Includes a price comparison table for up to 3 gutter protection offers.