Skip to main content

Configuring Project Information

Learn how to manage key project data such as property details, insurance, and claim information.

You can:

  • Edit information directly within each section

  • Organize data into structured sections

  • Keep all project details centralized

To customize the Info tab:

  1. Click the settings icon (βš™οΈ)

  2. Open Configure Info Tab

  3. Adjust layout or fields

  4. Click Done

You can also:

  • Add custom sections

  • Create custom fields based on your workflow

This allows you to tailor each project to your needs and keep data consistent across your team.

Did this answer your question?