How to add time adjustments to a project

In this module, learn how to add time adjustments to projects. These adjustments can be used to document 'variations' in the project that occur after the project has started, that were not taken into account in the original plan.

How to create combined project invoices

Combined Project Invoices is only available on the Rocket plan of TidyWork, TidyBuild, and TidyEnterprise. With Combined Project Invoices enabled, Project items ready for invoicing on the Invoice Queue which have the same customer, can be combined onto one invoice.

How to enter expenses

In this module, learn how to enter expenses against a project you have been assigned to.

How to view a quote

In this module, learn how to view a quote’s information.

How to accept a quote

In this module, learn how to accept a quote, and make it a project.

How to clone a quote

In this module, learn how to clone a quote.

How to invoice project milestones

In this module, learn how to send a project invoice for milestones achieved on fixed price projects.