Project professionalism

Create risk assessments, remedial jobs, invoices and more from a project record.

Does your project management software or spreadsheet let you do that?

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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 & 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

What is Project Management?

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.

What is Project Management?

Key Benefits

Below is a snapshot of some of the most popular key benefits from using the Project Management Module.

Track and manage one or more customer jobs

Track multiple jobs

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

Get a complete view of one or more jobs and all of the associated records in a single screen. Quickly create jobs for return visits linked to the record automatically, giving total insight on project activity.

Create one invoice for multiple jobs at the click of a button

Project invoicing

Would you benefit from consolidating multiple jobs into one invoice?

At the click of a button, you can select one or more jobs from inside a project record and merge it into one customer sales invoice. This is ideal for staged payments, or when you invoice what has been completed in the month.

Gantt overview of all key dates related to associated documents

Gantt charts

How could you manage projects without Gantt Charts?

The Gantt Charts allows you to view all of the key dates from associated records within a single project. You can also overlay more than one project, to give you a clearer view when planning resources.

Track progress against budget automatically from linked jobs, PO's & invoices

Budget tracking

Why would you want to track your budgets?

Automatically pull financials from related Jobs, invoices and Purchase Orders to give you a clear view of progress against budget and breakdown of profit and labour costs across on each individual project.

Related Modules

These are some of the most common modules where our customers benefit from what the Project Management module offers.



Create and send personalised, professional, and attractive quotations and/or proposals in your branding. Automated your follow up processes to always control the next steps. Best in class by a long mile.

Jobs/Sales Order Management

Jobs/Sales Order Management

Manage your customer jobs and/or orders, with the added advantage of sub-workflows to breakdown different types of jobs and orders. Automatically keep your customers in the loop at every step of the way.

Task Management

Task Management

Not only can you create and assign tasks, the tasks module is linked to all other modules with advanced options for auto creation and allocation based on defined rules ensuring processes are followed every time.

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