Projects
Manage all your jobs from start to finish. Track progress, update job details, upload documents, and collaborate with your team in one central hub.
Projects Overview
Basic Info Overview
- What Is the Basic Information Tab in an Albi Project?
- How Do I Schedule and View Events from a Project in Albi?
- How Do I Manage Project Tasks and Link Related Projects in Albi?
- How Do I Add Contacts and Organizations to a Project in Albi?
- How Do I Add Equipment to a Project in Albiware?
- How Do I Assign Staff and Project Roles in Albi?
Dates Overview
Timeline Overview
Financials Overview
- What Is the Financials Tab in a Project and What Does It Show in Albi?
- How Do I Create and Manage Invoices on a Project in Albi?
- How Do Payments and Payment Requests Work in Albi Projects?
- How Do Project Expenses Work and How Do I Add Them in Albi?
- How Do Credits Work and How Are They Applied to Invoices in Albi?
Payment Requests Overview
Workbook Overview
- What Is the Workbook in Albi and How Does It Work?
- How Do I Create an Estimate Using Xactimate in Albi?
- How Do I Upload an Estimate PDF or CSV File in Albi?
- How Do I Manually Create an Estimate in Albi?
- What Are Estimate Display Options and How Do They Affect PDFs?
- How Do I Manage Estimates in Albi? (Signatures, Status, and Permissions)
- What Are Items Albi?
- What Are Groups in Albi, How Do They Work, and How Do I Filter Them?
- How To Create a Subcaterogy for in Items in Albi?
- How Do I Create a New Price List Item in Albi?
- How Do I Add Materials & Labour (Equipment and Timesheet) Entries in Albi?
- How Do I Edit, Delete, and Move Items Between groups in Albi?
- How Do I Customize Columns and Where to Find Invoices Linked to Items in Albi?
- How Do I Export Items in Albi?
- How Do I Create a Work Order in Albi?
- How Do I Add Items to a Work Order Using Sections and Toggles?
- What Are Budgeted Cost and Budgeted Percentage on Work Orders?
- How Do I Manage Work Orders in Albi?
- How Do I Create a Purchase Order in Albi?
- How Do I Manage Purchase Order Signatures?
- How Do I Organize Purchase Orders Using Sections and Toggles
- How To Manage Purchase Orders in Albi?
- How Do I Preview and Send a Purchase Order for Signature?
- Where Are Signed Purchase Orders Stored in Albi?
- What Is the Difference Between a Work Order and a Purchase Order?
Drybook Overview
- What Is DryBook in Albi and How Do I Access and Create It?
- How Do I Document Site Conditions in DryBook?
- How Do Chambers and Rooms Work in DryBook?
- How Do I Add and Manage Moisture Points in DryBook?
- How Do I Log Visits and Track Drying Progress in DryBook?
- How Do I Track Equipment and Use Equipment Recommendations in DryBook?
- How Do I Create DryBook Reports in Albi?
File Manager Overview
- What Is the File Manager in a Project and How Do I Access it in Albi?
- How Do I Upload Files to a Project in Albi?
- How Do I Sort Files in the File Manager?
- How Do File Versions and Version History Work in Albi?
- How Do Comments Work on Files?
- How Do I Send a File for Signature?
- How Do I Assign Signature Fields to Multiple Signers?
- How Does the Open Signature Editor Work?
- How Can I Track and Manage Signature Requests?
- How Do I Restrict or Unrestrict File Access?
- How Do I Move, Edit, Delete, or Share Files?
- How Do Folders Work in File Manager?
- How Do Tags and Search Work in File Manager?
- What Does “Stamp Project Files” Do?
- How Do Bulk Actions and Sync Integrations Work?
- How Do I Set or Change the Loss Image?