Add project details & logistics
Delivery, install and dates that affect price and scheduling.
What this is for
The Delivery & install details page captures everything around the making — delivery, installation, site details and dates. These can affect the price and they feed the production schedule once the quote becomes a job.
Step by step
- 1
On the Build quote step, open All delivery & install details ▸ from the When & where panel.
- 2
Add delivery and installation details, and enter any dates or site information the job needs.
- 3
Changes save automatically. Press Continue to review, or Save project details to keep working here.
Tips & gotchas
- Capturing install and delivery here means they are already on the job when it moves into production.