Project Settings
Project Settings allow you to customize how projects and proposals are created and managed in DrillerDB. Configure default values, templates, and custom fields to match your business processes.
Default Project Fields
Basic Defaults
Set default values for new projects:
Status Defaults
- Initial project status (typically "Quote" or "Lead")
- Default priority level
- Automatic status transitions
- Status change notifications
Assignment Defaults
- Default sales person
- Default project manager
- Default crew assignment
- Equipment assignment rules
Financial Defaults
- Default payment terms (Net 30, Net 15, etc.)
- Tax rate application
- Down payment percentage
- Pricing tier or markup
These defaults save time when creating new projects by pre-filling common values.
Location Settings
Configure location-related defaults:
- Default state or region
- Radius for local vs. travel charges
- Mileage rate for travel
- Default township/range format
Date Defaults
Set how dates are handled:
- Estimated completion timeframe
- Default scheduling buffer
- Proposal expiration period (30 days standard)
- Reminder timing for follow-ups
Project Templates
Creating Templates
Build reusable project templates:
- Go to Settings > Projects > Templates
- Click Create Template
- Name your template (e.g., "Residential Well", "Commercial Pump")
- Configure template settings:
- Default line items
- Standard pricing
- Required fields
- Custom checklist items
- Save template
Template Components
Templates can include:
Line Items
- Pre-configured services
- Standard quantities
- Default pricing
- Item descriptions
- Cost codes
Custom Fields
- Template-specific fields
- Required vs. optional fields
- Field validation rules
- Help text for users
Documents
- Standard attachments
- Required permit forms
- Safety checklists
- Customer acknowledgments
Using Templates
When creating a new project:
- Click New Project
- Select template from dropdown
- All template settings apply automatically
- Modify as needed for specific project
- Template original remains unchanged
Templates significantly speed up project creation for common job types.
Custom Fields
Field Types
Create custom fields to track business-specific data:
Text Fields
- Single line text
- Multi-line text areas
- Format validation (phone, email, URL)
- Character limits
Number Fields
- Integer or decimal
- Min/max value ranges
- Currency formatting
- Unit of measure
Date Fields
- Date picker
- Date range
- Relative dates (e.g., "30 days from start")
Selection Fields
- Dropdown menus
- Radio buttons
- Checkboxes
- Multi-select lists
Boolean Fields
- Yes/No toggles
- True/False checkboxes
- Conditional visibility
Creating Custom Fields
To add a custom field:
- Go to Settings > Projects > Custom Fields
- Click Add Field
- Configure field properties:
- Field name and label
- Field type
- Required or optional
- Default value
- Validation rules
- Help text
- Choose where field appears (project details, proposal, etc.)
- Save field definition
Field Organization
Organize custom fields effectively:
- Group related fields into sections
- Use clear, descriptive labels
- Order fields logically
- Hide rarely-used fields by default
- Make only essential fields required
Field Visibility
Control when fields are visible:
- Show on project creation
- Display in project details
- Include on proposals
- Print on invoices
- Conditional visibility based on project type
Proposal Configuration
Proposal Defaults
Configure how proposals are generated:
Header Information
- Company logo placement
- Contact information display
- Proposal numbering format
- Date format
Content Sections
- Introduction text
- Terms and conditions
- Payment schedule
- Warranty information
- Signature requirements
Footer Settings
- Closing statement
- Company tagline
- Contact information
- Legal disclaimers
Line Item Display
Customize how services appear:
- Show/hide unit prices
- Display quantity and units
- Show item codes
- Include descriptions
- Subtotal grouping
Pricing Display
Control pricing visibility:
- Show individual line items
- Display subtotals by category
- Show/hide cost columns
- Tax calculation display
- Total formatting
Project Numbering
Numbering Schemes
Configure project identification:
Automatic Numbering
- Sequential numbering
- Year-based prefixes (2025-001)
- Category codes (RES-001, COM-001)
- Custom format patterns
Manual Numbering
- Allow custom project numbers
- Validation rules
- Duplicate detection
- Format requirements
Well Key System
DrillerDB uses a unique well key system:
- Automatic assignment
- Never reused
- Permanent identifier
- Linked across all records
Configure well key starting number and format.
Project Stages
Defining Stages
Customize project lifecycle stages:
- Add custom status values
- Define status colors
- Set automatic transitions
- Configure notifications
- Define required fields per stage
Status Workflow
Build workflow rules:
- Required approvals
- Field completion requirements
- Document requirements
- Role-based transitions
- Automatic status changes
Document Settings
Required Documents
Specify documents needed per project type:
- Safety data sheets
- Permit applications
- Customer agreements
- Insurance certificates
- Completion reports
Document Templates
Upload standard documents:
- Contract templates
- Proposal formats
- Invoice layouts
- Report templates
- Form letters
Templates can include merge fields that auto-fill with project data.
Saving Changes
Project Settings changes affect:
- New projects immediately
- Existing projects retain previous settings
- Templates update with new defaults
Always test new settings with a test project before rolling out company-wide.