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Projects and tasks

From the deal to the finished work and the invoice for it — with real time and materials.

Part of the chain

  • Capture
  • Sell
  • Deliver
  • Get paid

Projects with stages and participants, tasks and task packages, a Gantt chart and a planning board with resource planning. Work and materials used are logged against the task, so the invoice is generated from the project based on what was actually done rather than on the estimate.

What it covers

  • Projects with stages, participants and task packages
  • A Gantt chart and a planning board with resource planning
  • Work and materials are logged against the task
  • A time tracker and a task calendar
  • The invoice is generated straight from the project
  • Project copying for repeat jobs

Who it suits best

Industries for which this area is one of the main reasons to choose the system.

What it connects to

The connectors that change the most for this area. Each one is switched on in the settings.

Microsoft 365 Email, calendar, files and in-browser document editing — over a single OAuth connection. Google Workspace Two-way Gmail and Google Calendar sync over OAuth, with a status page.
All integrations

FAQ

Questions about this area

Did not find your answer? Ask us

Is there a Gantt chart?

Yes, together with a planning board that also shows resources — who is busy and when.

How is working time logged?

Against the task: either with a timer or by entering hours. Materials used are logged in the same place.

Can we invoice for a project?

Yes, straight from the project — based on the hours actually spent and the materials actually used.

Other areas

Inventory and products A warehouse that is not a separate application: stock and price are visible right in the deal line. Service and sites Customer emails no longer disappear in a mailbox — they become tickets with an owner. Customer portal Customers see their own invoices, documents and orders — at your address and with your logo. Customers and contacts You type in the name and the company details fill themselves in. Before the deal you can see whether the partner is reliable.
All features

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