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[New] Invoices Project board view - Easily view, manage, and organize your jobs.

Hi Sellers! 👋

 

Check out the new way Projects help you manage jobs from start to finish.

Invoices Project Board View.png

 

Work smarter — not harder — with the new board view in Projects that shows your full pipeline at a glance. Organize, customize, and monitor the phases of your current and upcoming jobs to easily keep track of them all in one place.

 

To view this, select the Board view filter. With this, you can categorize projects into different segments, including Inquiry, Proposal, and Completed. You have three options to change a project phase:

  • Change in-line in the project list view. 

  • When creating or editing a project there is a drop-down menu.

  • Drag and drop project tiles across phase columns in the pipeline/board view.

To create a Project folder:

  1. Go to the Square Invoices Overview page in your online Square Dashboard.

  2. Click Projects > Create project

  3. Enter the project name, project start date, and optional end date. Click Save.

  4. Click Add and choose to add existing estimates, contracts, invoices, or recurring series. You can search by title, ID, or status.

➡️ Learn more about Projects

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7 REPLIES 7

This is a great feature except you can't search for a project! We need a search function in projects.

 

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Square

Hi @hlkc ! glad to hear you like our new board view, and thank you for your feedback around search. We're definitely looking into adding this functionality. I'm curious what attributes of a Project you're looking to search off of (e.g. project name, customer name)? Thank you!

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All of them! Mostly the client or project date. 

Also for it to be able to move automatically after a client accepts an estimate! To move from proposal to booked. Then after the service date has passed, it automatically transfers to finished. 

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Also, the inquiry doesn't help much without having an inquiry form that ties into the system/projects. 

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Square

Music to my ears as those are all features that the team is aware of to take this to the next level. Appreciate you!

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Beta Member

I like the new board as well, the only thing that would be helpful is a status of lost or cancelled. Since we have an inquiry stage, there is always a chance that something does not move forward.

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Square

Hi @vibedigital - I am glad you are enjoying the board view! Thank you for the feedback, I will share this with the team!

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