PSOhub

How to modify the default quote and project numbers?

Create custom quote and project numbers

Learn what information and options you can define at the project level e,g, deal amount, smart invoice status, total project value, etc.

Learn how to delete a project that is already set to active.

Learn how to add, remove or set as inactive your project's team members as well as how to define their project rate.

Understand the client portal in PSOhub and learn how you can invite your customers as guests to one or more projects.

How to use tags (or keywords) for projects

How to recalculate hours spent but not yet invoiced

How to show PSOhub activity feeds in Hubspot

Learn how to modify, add or delete contract lines

Learn how to mark (or unmark) a project as Favorite and have it included (or excluded) in the Favorite Projects tab of the project list.

Learn how to set up a project tab as the default tab when you navigate to the project list.

Learn how to add, delete or modify a contract line group

Understand how you can send an email from your project

Understand what happens when you archive a project and learn how to archive a project.

Find answers and get help from Intercom Support and Community Experts

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