Help center
Getting started
Project Binder is data-driven. Take the time to set your account up properly once, and the day-to-day work gets a lot faster. Here is the short version.
- Read the guide: Prep your data in Google Sheets
Prep your data in Google Sheets
Copy the import template and fill in the Services and Rental Products tabs. Keep the column headers exactly as they are.
- Read the guide: Fill in your company settings
Fill in your company settings
Logo, contact details and your hourly rate, then relationship types, organizational groups and units of measurement.
- Read the guide: Connect Google Calendar
Connect Google Calendar
Assign your personal, production and rental calendars, and choose how you want to be notified.
- Read the guide: Import your services
Import your services
Bring in the CSV or add services by hand, with price, cost and whether you subcontract them.
- Read the guide: Import your rental products
Import your rental products
Camera bodies, lenses, lights and recorders first. Accessories and packages come after.
- Read the guide: Create your first lead
Create your first lead
Add a soft lead from the dashboard, run your questionnaire and set the first task.