The quick Action + button located on the top right of the customer's Project details/profile page was created to streamline your processes and save you time.
Below is a picture of where the button is located and the options available
Edit Project- Quickly edit general project details such as Name, Category, Budget, Stage etc.
Archive Project- Move the entirety of the project into the archive, this is a separate status meaning the project is no longer active but is being stored in your records. No project is ever fully deleted.
Create Estimate- Start creating an estimate for the project
Create Invoice- Start the process of creating an Invoice for the project
Upload Media- Add a photo to the project
Upload Documents- Upload a PDF document for the projec
Create Contract (Coming Soon)