Project Workbook

The Project workbook processes within the Project Management system is an easy-to-use breakdown of trackable functions, such as Change Orders, Pre-install Checklists, Project Meeting tracking with meeting minutes, and Post Project documentation and meetings.  It’s just an easy way to keep things organized and at the end of the project to provide a document with all the history of the project, Parts ordered and used, activity on the project, change orders, and much more can be provided to the customer with their bill.

Project Workbook

Project Manangement Project Workbook cr

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AC repair technician using Business Manager 365 on a tablet