This feature is available on all Goodshuffle Pro Plans.
Click the “New Project” button located in the top right corner of any screen within Goodshuffle Pro.
Your new project will look like this:
To get started, you might want to give the project a name and specify the date/time of the event. If not, we'll automatically name it after the client and venue.
How to: Add a Client to the Contract
Client - Add the client name and email address; this is who the contract will be emailed to.
How to: Add a Venue to the Contract
Venue - Add a venue, so that mileage and delivery can be calculated.
How to: Add Items to the Contract
Line Item Group / Rental Period - Add inventory and rental periods to your project.
How to: Add Logistics to the Contract
Logistics - Add delivery and pickup logistics to your project.
How to: Manage Your Contract Terms
Terms and Conditions- We'll select default or whatever you've assigned to that client or company. You may then elect another option or write new ones.
Payment Policy- We'll select default or whatever you've assigned to that client or company. You may then elect another option or write new ones.
Cancellation Policy- We'll select fault policy and add any category-specific. You can also choose from your policies.
Other details that you may want to add later are:
PO Number- Add a PO Number (If applicable)
Related Company - Add a related company (if applicable).
Day of Contact - Add a day-of event contact.
Notes - Add project/event notes.
Additional client details - You may want to add additional client details, such as phone number, address, and referral source.