This guide is based on a browser-recorded walkthrough in the rebuilt DrillerDB console. When a step can send, submit, export, or change account access, the guide calls out the review boundary.
New project shells live at the heart of every drilling job in DrillerDB. They hold the customer, the well site, the proposal, the crew assignments, the well log, and eventually the invoice. This guide walks through creating one from scratch with a typical domestic well as an example. The whole thing takes about a minute once you know where to click.
Quick Start
- Open the New Project page.
- Keep Drilling Project selected.
- Add the customer contact and mailing address.
- Fill the drilling setup and well-site location.
- Click Create Project.
- Continue to the Proposal tab to build and send the customer proposal.
Step-by-Step: Create Your First Project
Open the Dashboard and click New Project
From the Dashboard, find the row of quick-action tiles below the Account Setup card. New Project is the first tile, marked with an orange plus icon. Click it to start.
Prefer the keyboard? Press Cmd+K (or Ctrl+K) anywhere in the app and type 'new project'.
Pick Drilling Project
DrillerDB asks what kind of project this is. Choose Drilling Project on the left for any new well, replacement well, or drilling proposal. Choose Pump/Service for pump installs, repairs, abandonments, or service calls. Drilling Project is selected by default - confirm it has the orange border.
Add the customer
New homeowner is selected by default because most drilling jobs start with a fresh owner record. Enter the homeowner's name, phone, email, and mailing address. The Company or farm field is optional - use it for commercial or agricultural customers. If the customer already exists in your contacts, click Existing customer to search instead.
Phone, email, and a complete mailing address now save you from tracking the customer down later when it's time to send a proposal or invoice.
Fill in the well details
Give the project a clear title - something the crew can recognize at a glance, like Miller new home well. Pick the Well type (Residential, Commercial, Industrial, etc.), the Drill type (Rotary, Cable Tool, Air Rotary, etc.), and the Expected depth in feet. Well classification defaults to New Well; switch to Replacement or Reconstruction if appropriate.
Click Use owner address to fill the well location
Most of the time the well site is at the customer's mailing address. Click Use owner address in the upper right of the Drilling setup section to copy address, city, state, and zip into the Location section in one move. If the well is on a different parcel, type over any field - the customer record stays untouched.
Override only what's actually different. Leaving the city, state, and zip the same as the owner is fine - and is what most domestic wells need.
Click Create Project
Hit Create Project at the bottom of the form. DrillerDB saves the project as a Proposal, gives it a project number, and drops you onto the project page. From here you can send the proposal to the customer, dispatch a crew, print a field sheet, or open the job when it's time to drill.
Continue to the proposal
After the project exists, open the Proposal tab on the project page. Use that tab to build pricing, preview the customer proposal, and send it when ready.
For guide recordings and training assets, the DrillerDB team uses Create without sending so the workflow can be demonstrated without emailing a customer.