Whether you are new to busybusy or experienced, creating a project is a simple and crucial task! Projects in busybusy can be used to identify specific jobs as well as tracking attributes like cost codes, photos, notes, drive time, etc. You can mold projects in busybusy to fit your workflow and best suit your needs.
Create a Project (Web)
Step One: Get Started
Select Management Lists in the Left Navigation Menu
Select Projects
Select the Create icon in the top left corner.
Step Two: Filling out Project Information
The Create Project form allows for the following information to be added:
Name (Only information required to create new Project)
Company Details
Group
To help organize your projects, busybusy allows you to sort your projects into groups! This makes it easier for employees to find specific projects instead of scrolling through all projects.
Project #
Customer
Phone Number
Address
Street Address
City
State
Postal Code
GPS Location
Enter the address of your project in this section to give your project a GeoFence! This will place a circular “fence” around your project so that you can enforce geographical boundaries on your project.
Reminders
Do your employees forget to clock out when they arrive at a job site? With this setting, buysbusy can remind them when they approach the geofence to clock in!
On-Site Verification
By enabling this functionality, busybusy will only allow those that are within the geofence to clock in. This can prevent employees from clocking in/out when they are not actually at the job site!
Off: Turns off On-site Verification and does not enforce geographic boundary policies.
On: Applies to only the project/Sub-project being viewed.
On-Apply to Subprojects: Enforces on-site verification to projects AND subprojects related to the root project.
Miscellaneous
Add additional information to your project! This field can be used to provide those viewing the project with additional information and clickable links such as email addresses, phone numbers, or web links!
Import Projects (Web)
Load multiple projects at once in busybusy via our Project Import tool!
Select Management Lists in the Left Navigation Menu
Select Projects
Select the three vertical dots icon next to the printer icon.
From the drop-down menu, select Import Projects
Download the CSV example file, and structure your import
When ready, select Upload to upload all of your projects into busybusy at once!
Important:
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Create a Project (iOS)
Tap on the 3 horizontal lines in the top left corner - we call this a hamburger icon
Tap on Projects
Tap on the plus icon in the top right corner
Fill out any info needed (the Project Name is the only detail required)
Turn on any desired location features
Create a Project (Android)
Tap on the 3 horizontal lines in the top left corner - we call this a hamburger icon
Tap on Projects
Tap on the plus icon in the bottom right corner
Fill out any info needed (the Project Name is the only detail required)
Turn on any desired location features
Good to know! You can turn on On-Site Verification, Location Flagging, and Reminders at the bottom of the Create Project page on mobile. |
CONTACT US!
Chat with us by clicking on the message icon in the bottom right corner!
Email us: [email protected]
Call us: 855-287-9287