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Projects & Proposals

Manage drilling projects from proposal to completion

Projects & Proposals

Projects are the core of DrillerDB. From initial customer quotes to closed jobs, this guide covers the core workflows for managing drilling projects.

Quick Start: Create and Launch a Project

  1. Create a new project record
  2. Add customer, location, and project details
  3. Build proposal line items and pricing
  4. Send proposal and track approval
  5. Convert to Open Job when work starts

Project Lifecycle

Every project in DrillerDB follows a standard workflow designed to match your real-world drilling operations:

  1. Proposal - Initial quote with line items and pricing for the customer
  2. Open Job - Approved project with active drilling in progress
  3. Complete - Drilling finished, ready for final invoicing
  4. Closed - Project archived with all documentation

Projects can move forward and backward through these stages as your business needs change.

Core Features

DrillerDB provides complete project management tools:

  • Smart Project Creation - Create projects manually or import from PDFs and spreadsheets
  • Flexible Proposals - Build detailed quotes with line items, materials, and labor
  • Status Tracking - Monitor project progress from quote to completion
  • Customer Communication - Send professional proposals and get electronic approvals
  • Invoicing Integration - Generate invoices and sync with QuickBooks or Foundation
  • Document Management - Attach photos, well logs, permits, and completion reports
  • Scheduling - Assign crews, equipment, and track drilling timelines
  • Reporting - Export project data and generate custom reports

Getting Started

New to DrillerDB projects? Start here:

  1. Creating Projects - Learn how to create your first project
  2. Project Statuses - Understand the project lifecycle
  3. Project Details - Explore all project information fields

Advanced Topics

Once you're comfortable with the basics:

Quick Tips

  • Projects are multi-tenant - each company only sees their own projects
  • Use project templates to speed up proposal creation for common job types
  • Tag projects with custom fields for advanced filtering and reporting
  • Set up saved searches for frequently used filters
  • Enable customer portal access so customers can approve proposals online
  • Use the mobile web interface to update project status from the field

Common Workflows

Creating a Proposal: Create project > Add line items > Set pricing > Send to customer > Track approval

Managing an Active Job: Convert proposal to open job > Schedule crew and equipment > Track daily progress > Upload photos and reports > Mark complete

Closing Out a Project: Complete drilling > Generate final invoice > Sync to accounting system > Attach completion documents > Close project

Step-by-Step: Proposal-to-Invoice Workflow

  1. Create the project and complete required location/customer fields
  2. Build proposal line items and send to customer
  3. Convert approved proposal to open job and schedule crews
  4. Capture field completion details, logs, and well data
  5. Generate invoice, track payment, and close the project

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