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Project Management Software

Project Management Software

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.

Not IncludedNot Included Sales Automation

Sales Automation

IncludedIncluded Business Automation

Business Automation

IncludedIncluded Service Automation

Service Automation


Track jobs within the same project

Track jobs within the same project

Do you ever have more than one job or order as part of the same project?

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.

Invoicing made easy

Invoicing made easy

Would you benefit from consolidating multiple jobs into one invoice?

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.

Utilise a Gannt chart-style overview

Utilise a Gannt chart-style overview

Have you been managing your projects without the help of a Gantt Chart?

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.

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Track your financial budget

Track your financial budget

Why would you want to track your budgets in the first place? Well, the main reason is to help your business maintain a healthy financial balance.

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.

Add files to your projects without the fuss

Add files to your projects without the fuss

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.

Create supporting documents for any project

Create supporting documents for any project

Progress a job by creating an invoice or delivery note quickly and easily, directly from Project Management with just a few clicks. You can also set automations that create an invoice and/or delivery note by simply changing the status of a job.


Frequently Asked Questions

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.

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