Create a project

At the end, you have created a work order for one of your clients and, if you wish, shared it with them. You start from the Projects page.

Before you start

• Work order and Quote request are part of the Plus plan and can only be created for your own clients, not for a Tayo client.
• You need a manager or admin role: without it, the + button does not appear.

Steps

1. On the Projects page, click the + button at the top right (tooltip Create Project).
2. In the menu, choose Work order. The other types — Spontaneous Quote, Spontaneous Invoice and Quote request — are covered under “Good to know”.
3. You are on the Project step, section Client *. Click your client in the list; the search field above it helps you find them. The form moves on to the next section by itself.
   • The client does not exist yet? Click Add, then Create company or Create person. Fill in the record (the e-mail is required) and save: the new client is selected.
4. Section Job site *: click the address of the job. To create one, click Add, enter the Address and click Save.
5. Section Description *: describe the work in a few words, then click Next.
   • If the Tags and Locations module is off, the button reads Save & Next: go straight to step 7.
6. Sections Locations (optional) and Tag (optional): pick what you need, then click Save & Next. The project is created at this point.
7. Details step: fill in whatever helps — Client reference, Limit without quote, Billing address (Change button), Digicode, Contacts, Keys available at, File (Request origin) (a PDF) and Notes. No field is required. Click Save & Next.
8. Send step: leave Portal & notifications (recommended) on so your client can follow the project. Turn on Request client validation if you want them to confirm the project before you start.
9. Under Do you want to send a notification?, choose Yes or No. Expand the row to review the message and the recipients.
10. Click Done. The project page opens.

What happens next

The work order appears under On-site jobs to schedule. If you requested client validation, it first waits under Awaiting approval until the client confirms. With Yes, the client gets an e-mail with a link to the project. Next step: Schedule and close an on-site job.

Good to know

• Quote request: same steps, without the Limit without quote field. The project starts in Quotes to prepare.
• Spontaneous Quote: the 2nd step is called Quote and is where you enter the quote; the last one offers Send quote or Send later. See The spontaneous quote.
• Spontaneous Invoice: the 2nd step is called Invoice (a final invoice); the last one offers Send invoice or Send later. See The spontaneous invoice.
• Spontaneous quotes and invoices also accept a Tayo client. For a work order or a quote request, Tayo clients are greyed out (Client not selectable).
• Without the Plus plan, the menu only offers Spontaneous Quote and Spontaneous Invoice, and only for your Tayo clients. Creating a client from the wizard also needs the Plus plan: the button shows a padlock.
• The project exists as soon as the Project step is saved. If you leave the wizard afterwards, TAYO.pro reminds you: to remove it, open the project and delete it. The Open: Project button at the top right takes you there.
• The step numbers at the top (Project, Details, Send) let you go back, but save nothing: use Save & Next.

Further reading: Working with clients outside Tayo.