Project Settings
There is no single "Projects" page in Settings. The settings that shape projects, proposals and service jobs live on a few separate pages in the settings menu on the left of Settings. This page lists them and what each one controls.
Quick Start: Find the Setting You Need
| You want to | Open |
|---|---|
| Show or hide a standard project field, add your own field, or edit the Well Types, Drill Types and Service Categories lists | Settings > Custom Fields |
| Rename the Owner and Builder / Contractor slots, or turn on a third contact | Settings > Project Contacts |
| Make labels for project and service notes | Settings > Note labels |
| Save reusable proposal line items | Settings > Proposal Templates (see Proposals & Line Items) |
| Change the default terms printed on proposals and invoices | Settings > Terms & Conditions |
| Change default payment terms, tax, or what prints on proposal and invoice PDFs | Settings > Invoicing & Tax (see Invoicing & Tax Settings) |
| Require standard PDFs on every proposal | Settings > Terms & Conditions (see Required Proposal Attachments) |
Custom Fields
Open Settings > Custom Fields. The page has three cards.
Well Types, Drill Types & Service Categories
This card has three tabs: Service categories, Well types and Drill types. Each is a list of options that shows in project and service dropdowns.
- Pick a tab.
- Type a new option in the box and press Enter to add it.
- Remove an option with its x.
Some options are locked because the project forms need them. They always stay. If you remove every Service Category, DrillerDB restores its defaults.
Under the lists:
- New Pump/Service jobs start as sets the status of a new service call: Proposal or Open Job. You can still change it on each job.
- Require a pump log to finish is off by default. Tick a service category and a job in that category cannot be completed until a pump log is saved on it.
Built-in Project Fields
Switch standard fields on or off. A field you switch off is hidden from project forms. Existing data is kept. The fields are Permit #, Damage Waiver Date, County/City Permit, Water District Permit, County/City Permit Date, Landfill Approval #, Utility Clearance #, Clear By, Liner, Static Water Level, Sugg Pump, GPM, Subdivision Name, Intersection and PID #.
Step-by-Step: Add a Custom Project Field
Add your own fields. They show alongside the built-in ones.
- Click Add Field.
- Enter a Field Name, for example Permit Number.
- Choose the Type: Text, Number, Date or Select (Dropdown).
- For a Select field, type the choices in Options (comma-separated).
- Click Save Custom Fields.
To remove a field, use the remove button on its row and save. Hide a built-in field instead of deleting a custom one when you only want it out of the way.
Project Contacts
Open Settings > Project Contacts.
- Third contact slot: every project and Pump/Service job has an Owner and a Builder / Contractor. Turn Show a third contact on to add a third slot to the project Overview and the Pump/Service Contacts tab, and set the Label for the third contact. Existing assignments are untouched. Only the name changes.
- Commercial project intake: for companies whose jobs are all commercial. Turn on Use commercial intake on New Project and the two firms fill the Contractor and third contact slots. Projects you already created do not change.
Note Labels
Open Settings > Note labels to organize project and Pump/Service notes. Type a name in New label name and click Add label. Rename a label in place, delete it, or use the arrows to change the order. Follow-up is built in and cannot be renamed or deleted. Labels are shared across your company.
Terms and Templates
- Settings > Terms & Conditions holds your default proposal and invoice terms, pre-filled on every new proposal and invoice.
- Settings > Proposal Templates holds saved proposals you can apply to a new one.
Troubleshooting
A field is missing from the project form?
- Open Settings > Custom Fields and check the field is switched on under Built-in Project Fields.
A dropdown is missing my option?
- Add it on the matching tab (Service categories, Well types or Drill types) in Settings > Custom Fields.
The third contact does not show?
- Turn on Show a third contact in Settings > Project Contacts.
Related Topics
- Creating Projects - Project creation workflow
- Proposals & Line Items - Templates and line items
- Proposals - Sending and tracking proposals
- Settings & Admin - All settings pages