Hi Sellers! 👋
Check out the new way Projects help you manage jobs from start to finish.
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:
-
Go to the Square Invoices Overview page in your online Square Dashboard.
-
Click Projects > Create project
-
Enter the project name, project start date, and optional end date. Click Save.
-
Click Add and choose to add existing estimates, contracts, invoices, or recurring series. You can search by title, ID, or status.