This feature is available on all Goodshuffle Pro Plans.
Note: Some features, like Fulfillment, Conflicts, and Set Asides, are only available on Goodshuffle Pro Standard and above.
Project Tabs Overview
At the top of any project, you'll see several tabs. Each tab represents a key part of the project workflow.
Contract
This tab is where you build the client-facing contract.
Here, you’ll add:
Event name, date, and time
Client and venue details
Inventory and logistics
Only Account Owners, Full Users, and Admin Users can access this tab.
Items added to the contract are automatically synced to the Fulfillment tab. If you make changes after signing, you’ll need to turn on fulfillment sync to push those updates. (Learn More)
You can also monitor and manage the contract’s status (e.g., Quote, Signed, Expired). (Learn More)
Billing
View and manage all payment-related details:
Total contract value
Deposits, balances, and due dates
Offline and online payments
Refund processing
Only Account Owners, Admin Users, and Full Users can access this tab.
Fulfillment
The Fulfillment tab helps you manage what’s needed to fulfill the event.
Conflicts: Alerts when you don’t have enough inventory to fulfill the contract
Subrentals: Indicates that an item needs to be rented from another vendor
Set Asides: Shows when inventory is unavailable due to damage, stolen items, or being lost
Locked Items: Display a lock icon, meaning they’re part of a signed contract and can’t be removed (except by a Sales User)
This tab is primarily used by Limited Users, who can:
Add items
Leave notes
Resolve conflicts
They cannot remove locked items from a signed contract.
Files
Access all files related to the project:
Signed contracts (automatically stored as PDFs)
Upload additional documents (e.g., hand-signed contracts)
Tag files with the client, company, or venue
View suggested files based on project info
Activity Log
See a detailed list of all project changes:
Who made the change
What was changed
Exact date and time
Great for audit trails and team accountability.
Project Buttons
Located at the top right of every project, these buttons give you quick access to key tools:
Sync - Manually sync the project with Google Calendar. Projects normally sync automatically, but this ensures instant updates.
Print- Print contracts, invoices, or pull sheets for physical delivery or internal use.
Digital - Collect digital signatures in person via touchscreen—ideal for on-site or showroom signings.
Team - View and manage team members assigned to the project. You can:
Add or remove team members
Assign a Sales Lead
Tasks- Create and manage project tasks:
Add task descriptions
Assign them to team members
Set due dates
Use the filter buttons to show/hide completed tasks or add new ones.
Team messages stay internal and are only seen by assigned users
Client messages are emailed directly and replies appear in this tab
Project Settings - Adjust project-specific settings
More
Click “More” to access additional actions:
Change Project Dates: Quickly update all dates across the project (event, delivery, pickup, etc.) in one streamlined view.
Duplicate Project: Create a copy of the current project—ideal for recurring or similar events.
Update Contract Pricing: Instantly recalculate pricing based on your current inventory prices. Useful if your pricing has changed since the contract was created.
Archive Project: This option is disabled once a contract is signed. You can only archive projects that are unsigned, fully paid, and complete.
Recalculate Taxes: Re-run tax calculations based on the current tax rules for the client, project location, and any recent changes.
Deleting Projects
You can delete a project only if it hasn’t been signed. This should be done for duplicates or projects entered by mistake. (Learn More)
Deleted projects cannot be recovered, so avoid deleting anything you may need later.
For unpaid or canceled projects, mark them as “Lost” instead.
Need Additional Support?
Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!