Invoicing
Support
- What does the "Refer a friend" button do?
- How to clear a browser cache
- Recommended Projul Training Videos
- How to reset my password
- How to import customers from QuickBooks Online into Projul
- How to contact Projul for help
Estimating
- Publishing & Approval: A Complete Breakdown
- Cost Lines: A Complete Breakdown
- What is the selections feature and how does it work?
- How does the Assembly feature work within Projul?
- How do discounts and tax rates work in Projul?
- Estimate Templates (aka Proposal, Bid, Quote, or Contract Templates): A Complete Breakdown
Lead Pipeline
- Lead Pipeline: A Complete Breakdown
- How can I add a lead capture form to my company website?
- How does the "To Estimate" section function within Projul's Lead Pipeline feature?
- How do I use the "To Contact" phase in the Lead Pipeline?
- How do I use the "To Schedule" phase in the sales pipeline?
- How do I use the "To Write" phase in the Lead Pipeline?
Scheduling
- How can I move tasks in a project at the same time on the schedule?
- How does the unassigned user work?
- How can I easily make labor items from the estimate (aka proposal, quote, bid, contract) as tasks on the schedule?
- How do Project Templates work?
- How do I change the time or day of a task or the estimate meeting?
- Can I customize what I see in the calendar view?
Tasks
- What's the difference between Projul's task types?
- How to upload photos to a task
- What does a task look like to the crew in the field?
- How do I use task icons in Projul?
- Why doesn't my task show up on the Project Timeline?
- How to filter tasks on the Task List page
Time Tracking
Managing Employees / Contractors
- Employee Permissions: A Complete Breakdown
- How can I delete a client and delete all related projects and documents?
- How can I have my crew clock into any project when needed?
- How many users are supported in Projul?
- How do I add an Employee/User or Contractor in Projul?
- What happens when I archive or unarchive an employee?
Settings
- Connecting Website Forms to Projul with Zapier
- What are automatic client notifications and what do they look like?
- How Do Project Settings Work?
- How can I import my company data into my Projul account?
- How Do Estimate Settings Work?
- How do Notification settings work?
Mobile
Projects
- Can I change the client on an estimate, invoice, or project?
- What does marking projects complete do?
- What reports does Projul have?
- How can I find and unarchive a Project?
- How do I add and find files and photos in Projul?
- How do I set up the Client Portal, and what will my customer see?