Projects

Open customer jobs as projects. Link quotes and invoices to the project and watch how much of the budget is covered.

Who it is for: For agencies, contractors, consultants and technical firms that run work project by project.

Sales invoices, purchase total and the amount collected are shown together with the budget.

Issue an invoice or give a quote for the project. Linked documents are listed inside the project.

A notification arrives when the project end date approaches or passes, and it shows in the calendar.

What is in this module?

Project card
Customer, name, category, budget, start and end dates and notes.
Statuses
Planning, in progress, completed, on hold and cancelled.
Project staff
You assign the people who work on the project.
Linking documents
Link sales and purchase invoices and quotes to the project.
Budget tracking
You see what percentage of the budget is covered and the amount collected.
Filters and summary
List by status, customer and category; there are summary boxes at the top.