Projects & Proposals
Projects are the core of DrillerDB. From initial customer quotes to completed jobs, this comprehensive guide covers everything you need to manage drilling projects efficiently.
Project Lifecycle
Every project in DrillerDB follows a standard workflow designed to match your real-world drilling operations:
- Proposal - Initial quote with line items and pricing for the customer
- Open Job - Approved project with active drilling in progress
- Completed - Drilling finished, ready for final invoicing
- Closed - Project archived with all documentation
Projects can move forward and backward through these stages as your business needs change.
Core Features
DrillerDB provides comprehensive 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:
- Creating Projects - Learn how to create your first project
- Project Statuses - Understand the project lifecycle
- Project Details - Explore all project information fields
Advanced Topics
Once you're comfortable with the basics:
- Managing Proposals - Create detailed quotes with line items and pricing
- Well Information - Track well specifications and geology data
- Attachments & Documents - Organize project files and photos
- Project Scheduling - Plan and track drilling timelines
- Search & Filters - Find projects quickly with powerful search tools
- Importing Projects - Bulk import from PDFs and spreadsheets
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
Need Help?
Can't find what you're looking for? Check out:
- Customers - Managing customer information
- Scheduling - Crew and equipment scheduling
- Invoicing - Billing and payments
- Reports - Project analytics and reporting