Overview

You can change a project's type, its job types, and its billing library after the project is created. You can also reset bills or billing values if you need to start fresh.

In this article, you'll learn how to:

• Change the project type and job types
• Change the project's billing library
• Choose whether to reset bills and billing values

Change the Project and Job Types

Open the project and choose Edit Project Type & Job Types. The following are kept when you change types:

• All client information
• All project inputs
• All billing templates and formulas

Note: When you change the project type, you'll need to re-select job types for the new project type. Supermove matches job types by name where it can. If there's no match, the field is left empty for you to choose.

You can also pick a different billing library in this same window.

Change Only the Billing Library

Each project now has its own billing library. To move one project to a different library without changing its type:

1. On the project, open the Billing block menu and choose Edit billing library.
2. Pick the New Billing Library.
3. Choose your reset options (see below) and save.

Note: Changing a project type's default billing library in Settings no longer changes existing projects. Use Edit billing library on each project you want to move.

Reset Options

Reset Bills

Reset Bills removes all bills on the project and its jobs and recreates them from the bill templates, as if the project had just been created with the new types or library. It's checked by default when changing the billing library.

Reset Billing Values

Reset Billing Values replaces all existing billing values with new values and defaults for the selected project type, job types or library. For example, changing a local move to an interstate move with this option applies the interstate defaults. It's unchecked by default when changing the billing library.

Important Notes

⚠️ Only users who can edit bills can change a project's billing library.

⚠️ Resetting bills or values can't be undone. Check the bill afterward.

Need Help? If you have questions, contact our Product Experts team at help@supermove.com.