When creating a new project, the Project Details pop up will be prompt the user to enter the customer and job information. All information must be entered as accurately as possible. The user also has the option to import the information directly from Dashboard <LINK>.
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The top two sections are the Customer Details (left side) and Shipping Details (right side). The difference between the two is who is paying for the job (customer) versus where is it being installed (shipping).
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The user can select a file location for the project. It typically defaults to a “ClosetCadPro > Projects” folder within the computer’s Documents folder (as seen above).Consult with your a manager to see if there is a location-specific protocol for file management, or find basic information here<LINK><LINK?>.
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To manage the file folder location, select the magnifying glass icon next to Projects Folder to search for/select a new file location (as seen in the GIF above). This location will be saved for future new projects, unless manually changed using the same method.
The project file will default save as ‘LAST NAME_FIRST NAME’. If a custom name is preferred, enter a new name in the Project field.
Once complete, click OK to exit the Project Details and proceed to the Setup Wizard <LINK> page to begin drawing the space. If the user clicks “cancel”, the box will close and you THEY will have to use the Main Menu <LINK> to navigate further.
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The project details can be edited later by clicking the Customer button Icon in the Job Manager <LINK>. |
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