Project dashboard

Project Details: Takes you to where you enter or edit all the details of the project once you have completed the Basics and clicked on Save & Continue. It is divided into categories.

Proposal & Agreements: Takes you to where to add and send proposals, agreements and invoices

Tasks: Takes you to where to enter individual task or task templates for this project

Rooms: Takes you to where to select rooms or create custom rooms and, add photos and notes to those rooms.

Shop: Takes you to the shopping cart window to select items for your staging project.

Move & Manage: Take you to where you move your selected items from Status to status. Example: Selected to Located for Staging or from Staged to Destaged.

Inventory Ecommerce: If your account is set up to use the eCommerce feature, this icon takes you to the area where you can view your project’s items for sale and send the link to your client.

Reports: Takes you to your projects reports feature where you can create a Crew, Rental, Cost, Sales, or Admin report that you can customize using the filters, then print or share a link to the report.