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Setup and progress your jobs from initial contact to invoicing. Assign tasks and actions to be completed. Access notes, minutes of meetings. Create estimates.
Add time and other costs. View uploaded files and emails. Review costs and reconcile invoices.Sign up for a FREE 30 day trial!
The companies functionality creates and
maintains business relationship information.
Use this module to record time against a task/action. Entering the job number will auto-complete customer details. Then add a work code, description and time.
Also use this module to both record and review holidays and absences.Sign up for a FREE 30 day trial!
Opening Balance – enter data for jobs that were on-going when you started using the application.
Job Review – provides an overview of all costs and invoices for a job.
Work in Progress – costs by module. Also shows invoices that have not been reconciled.
Reconcile / Offset Invoices – allocate costs to invoice(s) or offset costs against a different job.
Add Invoice – create and email invoices to your customers.
Reports – Work-in-progress, Income by job, Income reconciliation, Invoice list and Overheads