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. 

How to: Add Additional Fields to the Project

Other details that you may want to add later are:

  • 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.
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