Settings

    Customize the service types and project stages used across projects, the scope library, scheduling, and reports.

    Service types (11)

    Shown in project forms and used to group scope library items and profitability by service.

    Name
    Projects
    Library items
    Actions
    Energy audit
    1
    0
    Lighting
    2
    0
    HVAC
    1
    6
    Insulation
    2
    8
    Air sealing
    0
    5
    Windows & doors
    0
    0
    Solar
    0
    0
    Water heating
    1
    3
    Controls
    0
    0
    Other
    0
    0
    Electrical
    0
    8