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.
With the Project Management module, you can get a complete view of one or more jobs, and all of the associated records, on a single screen. Quickly create jobs for return visits linked to the record automatically, and give yourself total insight on project activity.
By using Project Management, you can select one or more jobs from inside a project record and merge it into one customer sales invoice, which is ideal for staged payments, or when you invoice what has been completed in the month.
Gantt Charts allow you to view all of the key dates from associated records within a single project—think of it as a giant timeline. With our Gantt Charts, you can also overlay more than one project, to give you a clearer view when planning resources. One day, you’ll wonder how you ever survived without one.
With Project Management, you can automatically pull financials from related jobs, invoices and Purchase Orders to give you a clear view of progress against budget—as well as a breakdown of profit and labour costs across on each individual project.
With the Project Management module, users can upload files such as images, Word documents and spreadsheets to help better manage their projects. Not only that, but everyone within your business can also access any shared files that have been uploaded, so everyone stays informed and up-to-date on their jobs.
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.