Project Creation and Contract Sending Process

Introduction

This guide provides a step-by-step overview of creating a project and sending a contract using the ORN system. By following the instructions and utilizing the provided screenshots, users will be able to navigate the project creation and contract sending process effectively.

Step-by-Step Instructions

Project Overview

The first step is to understand what a completed project looks like within the system.

Creating a Project

In the previous video, the "Amanda" project was created as an example. This project serves as a reference point for the standard operating procedures (SOPs).

Focus on Sending a Contract

This guide specifically focuses on how to send a contract within a project.

To initiate the contract process, click on "create file".

Using the Contract Template

Next, select the contract template that will be used to generate the contract for the client.

Choosing the Correct Template

Select the "contract invoice and scheduler" template, which is the standard template for sending contracts to new clients.

Automatic Population of Details

Once the template is selected, details such as the project owner's name will automatically populate.

Importance of Initial Details

If certain details are not entered initially (like the client's address), they will not appear in the contract. It's crucial to fill in all necessary information from the beginning.

Setting the Intended Date

The intended date on the contract reflects the day it was sent.

Filling Out Project Details

Fill out the project start time, length, and budget, which may not automatically populate.

Signing the Contract

After the contract is sent, it can be signed by the client. Ensure all necessary details are filled in for a smooth signing process.

Conclusion

By following this guide, users can effectively create a project and send a contract using the ORN system. With the detailed steps and accompanying images, users will have a clearer understanding of the entire process, allowing them to execute these tasks with confidence.