Creating and Managing Projects
Step-by-step instructions to build new projects and proposals
How can I add an existing contact from my directory to a project?Here's how you can add a new project for a contact in your directory
How can I edit the price of an item on a project?Here's how you can assign specific pricing to an item on a project.
How can I send my client multiple options for their quotes?Here's how you can take advantage of Line Item Groups and the Live Link to quickly change options on a quote.
How can I discount a project?Here's how you can add a discount to your projects.
How can I change the company on a project?Here's how you can change the company associated with a project.
How can I create a retainer quote?Here's how you can record an inquiry or retainer quote for your clients.
How can I add notes to my items on a project?Here's how you can add internal or external notes on your inventory items that will appear on that specific project.
What is the project timeline?What's this bar at the bottom of my project? How do I know where I am in the event execution process?
Can I create a new client on a project?Here's how you can quickly create a new client while on a project.
How can I create a new company from a project?Here's how you can create a new company from within a project.
Where can I see client facing project notes?Here's where you can see external notes for your projects.
Preview A Contract As a ClientUse this guide to make sure project information is portrayed to a client to your liking using client view
Create a Line Item Group on a Contract
How do I build a contract?How to enter all the important information to create a client-ready contract in minutes.
Add Delivery or In-Store Carryout / Return to ContractsHow to correctly add logistics to your projects for Delivery, Pickup, Carryout and Returns.
Add Inventory to a ContractAdd your inventory items, or create custom items and packages on the fly.
Add Additional Fields to ContractsHow to add a day of contact and client-facing & internal only notes
How can I add a multi-day discount to items on a project?Here is how you can use Line Item Groups to create discounts for items that are rented for multiple days.
How can I process 'terminal' transactions?This article will show you how to quickly duplicate a project template to charge and track in store transactions.
Add a Client to a ContractHow to add the contact you'll be sending the contract and other communications to.
Add a Venue to a ProjectHow to add the location of the event from either your saved venues or using google maps to create a new venue.
How can I just view completed packages, not individual items when adding to a project?
How can I bulk archive projects?Here is how you can bulk archive projects from your Projects List to remove them from your view.
How do conflicts work with Unsigned Changes?How do conflicts behave with unsigned changes on a Project?
How can I view notes on my Projects Tab?Here is how you can use custom columns to view your external notes.
How can I Rename an Item on an Order?
How do I create custom floral recipes in Goodshuffle Pro?Heres how you can build a custom wedding bouquet on an order using your inventory items.
Adding Custom Items To a ContractHow to add custom, non-inventory to a contract upon client request
How do I show clients any optional items with pricing?
How can I adjust the quantities on an order?Here's how you can adjust how many items are included on a project.
How can I add inventory items to an existing package?Here's how you can add your inventory to an existing package on your projects.
How can I change the pricing structure of an item on a project?Here's how you can quickly change an item from a daily rate to a flat rate on your projects.
How can I move an item from one group to another?Here's how you can drag and drop items between line item groups.
How can I hide or remove multiple items on a contract?Here's how you can bulk hide or remove items from a quote or invoice.
How can I charge my clients for an extra rental days?Here's how you can extend the Line Item Group dates to charge your client for additional days.
How can I edit logistics on a project?Here's how you can edit delivery logistics on a project.
How can I remove an item from a project?Here's how you can remove an item from a quote or contract.
How can I change the order of the images on a Custom Item?Here's how you can Drag and Drop the images on a Custom Item.
How can I add Services to a Project?Here's how you can add services to a project.
How can I remove the price override on an item?Here's how you can remove the overridden price on an item and revert it to the calculated rate.
How can I Unarchive a Project?Here's how you can unarchive or 'restore' a project.
How can I select a different set of terms & conditions on a project?Here's how you can select a different terms & conditions template on a project.
How can I bulk delete projects on my account?Here's how you can bulk delete on your account.
How do contract level discounts impact taxes?A quick view at how discounts impact the tax charged on your items.
What happens when I mark a project as 'Lost'?Here's what will happen when to any payments already made on a 'Lost' project.
How can I prevent a project from syncing with Google Calendar?Here's how you can disable the Google Calendar sync for specific projects.
How can I reschedule an order?Here's how you can reschedule an event.
When Should I 'Close' the Fulfillment Status?Here are examples for when you should 'Close' the Fulfillment Status.
How can I manually mark the project as signed?Here's how you can mark a project as signed on behalf of the client.
How do I change the pickup or drop off date/time on a project?Here's how you can quickly edit a logistic on your project.
How can I unmark a project as Lost?Here's how you can 'recover' the project from a Lost status.
How can I 'unsign' a project?Here's what you can do if you'd want to move a project back from 'Signed' or 'Quote Sent' status.
How Can I Duplicate a Project?Duplicating a project to create a new one with the same/similar information
How can I change the invoice date on a project?Here's how you can change the invoice date for your clients.
Why can't I mark a project as Lost?Here's why you may not be able to mark a project as Lost.
Why can't I archive a project?Here's why you're unable to archive certain projects.
How can I unarchive a Project?Here's how you can move a project from your Archived folder to your Open projects.
What's the difference between 'Closing' fulfillment and 'Archiving' the project?Here's when you'd want to 'Close' the fulfillment status, and when you'd want to 'Archive' the project.
How can I duplicate a line item group?Here's how you can duplicate a Line Item Group on a project.
How can I send my client an invoice instead of a quote?Here's how the flow of a project works so you can send your client a quote or an invoice.
How can I cancel a project?Here's how you can mark a project as 'Lost' to signify the project isn't moving forward.
Can I move a project status backwards?Here's what you can do if you'd want to move a project back from 'Signed' or 'Quote Sent' status.
How can I rename a project?Here's how you can change a project's name.
Can I manually change a project's status?Here's how you can manually move a project from New Project all the way to Contract Signed.
How to delete a project?Delete a new project you no longer need
How can I move items on a project?Here's how you can re-order your rental items on a project.
How can I only add my inventory from a specific location to a project?Here's how you can use Attributes to quickly add items by their specific location
How can I see the description of an item before adding it to my project?Here's how your team can get a quick reminder of an item's description before adding it to a project.
How do I edit a signed contract?How to edit a signed contract, push those edits to Fulfillment (if you like), and move the contract from red, back to green.
Add and Change Terms & Conditions, Payment Terms, and Cancellation Policies Within a ProjectHow to adjust your contract terms per project.
How can I change Terms & Conditions within a project?Here's how you can change your Terms & Conditions on the fly from within a project.
How can I edit or remove a discount on a project?Here's how you can adjust or remove a project level discount
How can I search for a project by location?Here's how you can search and filter your projects by address, city, or venue.
How can I Archive a project?Here's how you can remove a completed project from your 'Open' project list by Archiving it.
When should I Archive a project?Here are best practices for when to Archive a project.
How can I see projects for yesterday, today, or tomorrow?Here's how you can quickly search your Project List by events happening either today or tomorrow.
How can I find a project for an old or removed address?Here's how you can pull up any projects for and old or removed address.
How can I search for multiple project numbers at once?Here's how you can use the Project page to search for multiple Project IDs at once
Find ProjectsWhere are my projects?
Where can I find the Project ID number?Here's where you can find the project ID number
How can I scroll through my Upcoming Projects on my Dashboard?Here's how you can scroll through any upcoming projects listed on your dashboard.
How can I find a project by my client's phone number?Here's how you can search your project list by a contact's phone number.
Customize your project listHere's how to sort and filter your columns on your project list
How can I find a project by invoice number?Here's how you can use the invoice number on a project to find it in your project list
How do I collapse line item groups?Sometimes it’s helpful to collapse line item groups to reorder things.
What does each contract status mean?The definition of each color-coded contract status and how to manage/change them.
What do the different status colors mean?Learn what each project status means for Goodshuffle Pro.
Where are my Archived Projects?Here's where you can find your Archived Projects.
How can I tag my Projects to track lead status or referral source?Here's how to track a custom tag/property per project by using the Internal Notes Section.
How can I see who works with a company?Here's how you can quickly see all employees that work with a company
How can I add a project coordinator across multiple projects with different clients?Here's how you can set up your projects so that your primary coordinator and their clients are listed on your projects
How can I replace a client on an order?Here's how you can remove a client on a project
How can I change the phone number and email address featured on my Quotes and Invoices?Here's how you can adjust the sales lead's contact information on a project.
How can I add multiple contacts to a project?Here's where you can enter in multiple email addresses for your projects.
How can I change the client on an order?Here's how you can remove or replace a client on an order.
How can I use a new client's address as the venue?Here's how you can create a new contact from within a project and use their address as a venue.
How can I use an existing contact's address as a venue?Here's how you can use an existing client's address as a venue.
How can I edit a Venue's address on a project?Here's how you can adjust a Venue's details while in a project.
How can I select a Sales Office for a Project?Here's how you can select a specific Sales Office for your projects.
How can I choose which location my client will pickup/drop-off their items from?Here's how you can choose which of your locations your client will use for their in-store pickups and drop-offs
How do I add specific locations to a Venue?Whether you’re delivering to a specific room or to multiple locations within a Venue, we have you covered.
How can I send my client a Voided invoice?
How can I see my client's phone numbers from my project list?Here's how you can add the 'Client Phone' Custom Column to your project list.