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Projects and tasks

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

Projects have stages and participants, tasks have their own packages, and a Gantt chart and planning board show resource load. You log work and materials used against the task, so the system generates the invoice from the project based on what was actually done, not on the estimate.

What it covers

  • Projects with stages, participants and task packages
  • A Gantt chart and a planning board with resource planning
  • You log work and materials against the task
  • A work-time counter and a task calendar
  • You generate the invoice straight from the project
  • For standard jobs, you just copy the project

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?

There is, along with a planning board showing resources too — who's busy 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?

You can, straight from the project — based on the time actually spent and materials used.

Other areas

Inventory and products A warehouse that isn't a separate program: you see the stock level and price 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 enter the name, and the system finds the company details itself. Before you sign, you can see right away whether this partner is worth trusting.
All features

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