New Project TemplateThe latest release of SIX included a lot of awesome new features. One of these is the ability to set up multiple tax rates. You can set up as many tax rates as you need and neatly organize them in groups. This comes in handy when doing business in states like Colorado, where there are tax rates for certain cities and counties in addition to state taxes. Applying multiple tax rates to a project is a breeze. Simply open the project, click Settings -> Tax -> Taxes.

 

Manage Project Taxes

But what if you forget to charge a labor tax? What if someone on your team enters an incorrect tax rate?!

These errors could be missed very easily, and may not be discovered until *gasp* after the proposal is presented to the client. Create a project template to avoid these mistakes!

Create a new project, set up the tax rates, and save the project. Then create a project template based on this project by clicking the “Template” button on the Home tab in the Project Explorer. But wait! Before you create this template, how about setting up phases, locations and systems?  How about adding some products or an audio package from your catalog, too? You can even have drawings and other documentation as part of your template.

Say you’re working with a builder to spec out and install an AV system for their new homes. These homes most likely have similar floor plans, so you can have the locations and systems set up before you even start the job. No need to do a walk-through each time, starting from scratch. You already know what rooms are in the “The Waverly” and “The Covington” floor plans, where the wires will be run, and where the speakers will be installed. Then you can just add to the project any upgrades and/or options that you have discussed with the homeowner.

The Covington

A project template is also really useful when you would want to “package” a project. Let’s say you won a bid to upgrade the conference systems in municipal courtrooms for Harris County, and each will require the same equipment. Create a project template with the required equipment, which would be the “package”. Everything in the project will already have the set specifications you need when starting the job!

If you have a drawing, this will also stay with the template. And any other important documents that go out with every proposal can be attached to the template as well.

Create Project Template

There is even the option to include work orders and tasks in the template. This allows you to have all the jobs for this project pre-assigned. If Jack usually does the wire runs, you could create a work order with the wire, labor hours and rates to be included in the template. The cost of the installation and the time it will take to complete will already be set every time you start a new project with this template.

Include Work Orders in Template

Project templates allow you to “set it and forget it” and organize your jobs. It will help you save time, set standards, and provide a great starting point for building your proposals.

Now that you have set up your template, start a New Project from Template.