How do I remove a Project from being displayed after being Completed but still keep all the details for historical reference?

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• Can I keep the opportunity details after creating an estimate?

  Yes, All your Opportunity Details will remain after creating a Project.

• How can a Project be removed from the list view after being Completed?

  Removing a Project from the side list view can be done by archiving it, just in case you need it again. To do this go to: Menu > Projects > Select the Completed Project > Details Tab > Action Button > Select from the Dropdown Archive This Item.

• Can the project status be changed automatically? (from pending to completed)

  The Project Status cannot be changed automatically and is manually changed by the user after the project is completed.

• How do I add or modify the Project Type on the details page of the Estimate?

  To add or modify the Project Type on the Details page on the Estimate, please go into Edit mode which is on the top right. Once in Edit mode, simply click on the drop down of the Project Type and choose a selection.

• How do I can send a form to a new lead to get Project details?

  The Forms and Checklists tool within Contractor Foreman is designed for use by other users only. Although documents can be printed and given out to non-users, only an active user can fill in the form details.