Managing your customer projects should be a simple process, even with lots of variables at play. Our project management module gives you a bird’s eye view of everything relating to each of your projects.
Track timelines and budgets across one or more customer jobs or sales orders with all associated documents brought into one easy to view screen. You don’t need to create a project timeline each and every time—the system builds up key dates for you automatically.
Below is a snapshot of some of the most popular key benefits from using the Project Management Module.
Users can upload files such as images, word docs and spreadsheets to help better manage a project.
Everyone within your business can access any shared files that have been uploaded.
Progress a job by creating an invoice or delivery note quickly and easily directly from project management with just a few clicks.
Create automations that create an invoice and/or delivery note by simply changing the status or a job.
Below is a selection of frequently asked questions, you will find a number of these through the site relevant to the information on those pages. If you cannot find an answer to a question, do not hesitate to get in touch.
A project management software is an application or software designed to manage the processes involved in delivering customer projects.
Typically, this includes things like timescales & budgets and usually provides options to view this information in a Gantt format which has become synonymous with project management.
This software should give you a complete view of all activities relating to each individual project, and ideally show you timelines across multiple projects at the same time to better plan resources like staff and transport.