Add unlimited projects and tasks. Assign tasks to your team members, truck time spent on each project and tasks and send invoices to your customers. Setup milestones, see auto calculated project progression and meet the deadlines. Collaborate with your team members and get feedback from your clients.
Recurring tasks
Create recurring tasks automatically on your scheduled days. If you need to do same kinds of tasks after every certain time, then set the recurring tasks. You can set the time duration as daily, weekly, monthly and yearly to create the tasks.
Estimates
Send estimates to your clients based on their estimate request or the service you provide for them. Send estimate email with pdf and get approval from your clients. Create projects from the estimates and convert the estimates into invoices.
Recurring invoices
Set recurring invoices to auto generate monthly, yearly or different time periods invoices. Send the invoices automatically and reduce extra work.
Clients
Manage your customers and the contacts of the customers. You can allow to register customers or add your customers manually. Get the detail information about contacts, projects, invoices, payments, estimates, estimate requests, support tickets, essential files, events and notes for each client. You can allow your clients to use the client portal. Each client will get individual dashboard to see their projects, invoices and other information. Let your client’s follow-up the projects and get feedback instantly. Set permissions for the clients to limit their access.
Chat with team members
Send direct messages to your team members. Create multiple conversations based on different topics. Reduce waiting time for feedback and make project management faster.
Leads
Manage potential customers and follow-up their status. Auto collect leads form public estimate request. Add notes, files and events, easily convert leads into customer with all existing information.
Expenses
Track all your expenses and get projects and team members cost overview. Check expenses of different categories and compare income vs expenses. See income expenses chart of different time periods.
Help articles
Create internal knowledge base for your team members. Add different articles for different types of rules and information. Only team members can access the help articles.
Event calendar
Create your personal events list and share events with team members and clients. Integrate google calendar and stay synced. See upcoming events in dashboard.
Notes
Store your private notes and attach files. Add useful tags with notes and find easily. Create public notes for projects and let access to the project members.
Timeline
Share ideas and documents with your team members. Add essential links and news to improve your team growth.
Personal to-do list
Create your personal to-do list and manage your work more efficiently. Don’t forget to do any important task and stay focused on daily work. Each team members and clients can add their personal to-do list.
Push notifications
Get real time notifications in your browser using pusher.
Feature customization
Enable/disable the modules according to your needs. There are lots of features and you may will not be interested to use all of them. You can easily disable the unnecessary features
Activity logs
Get the details about team members activities in different projects. Monitor everything what your team members doing and stay up to date.
Tasks
Follow up work progression more clearly. Assign tasks to your team members and monitor the statuses. Team members can comment and attach files on the tasks. Mention users in comments and get instant notifications. Easily create multiple tasks and clone similar tasks. Add check lists and labels for better understanding.
Estimate requests
Create estimate request forms according to your services and get estimate requests from leads and your customers. It helps to get more projects and find potential clients.
Invoices
Add your custom invoices and send email with attached invoice pdf to your clients. It supports different currency for different clients. Set multiple taxes in the invoices. Set custom footer in the pdf for additional information.
Payments
It supports online payments via Stripe, PayPal and Paytm. You can enable or disable the partial payments option. It generates payment confirmation notification and mark the invoice paid automatically.
Chat with customers
You can communicate with clients via messages and chat. Set the permissions that which team members can communicate with clients. See online status of your clients.
Support tickets
Let your clients to create support tickets and get notifications by web and email. Auto generate tickets from customer emails. Assign tickets to team members, reply comments with attachment. Mange customer support in one place.
Knowledge base
Create knowledge base articles for you clients and mange custom support more efficiently. Create different categories for knowledge base and let the customers solve their problems without asking for support.
Support tickets
Let your clients to create support tickets and get notifications by web and email. Auto generate tickets from customer emails. Assign tickets to team members, reply comments with attachment. Mange customer support in one place.
Team management
Add your team members and set different roles for different members. Manage their accounts and get overall information at a place. All team members can access their dashboard based on their permissions.
Announcements
Create announcements for your team members and clients and publish on their dashboard. It helps to inform about any notice easily with others.
Time cards
Manage attendance of your team members by the time cards. You can set IP restrictions for time cards access so that team member can’t log the time from outside of office.
Leaves
Manage your team members leave applications. Check total numbers of leave taken by each team members. Add different leave categories. Approve or reject leave applications. Set supervisors for different team or team members.
Notifications
Get notifications for all important actions including task creation, comments, tickets, messaging etc. There are 2 types of notification. You can get the notification in the application and also in email. You can enable or disable all notifications and set who’ll get which notifications.
Multiple dashboard
Add multiple dashboards using many predefined widgets. There are different types of useful widgets which you can use for your different types of dashboards. Design your own dashboard layout by drag & drop the widgets. Add your custom widgets. It supports to include third party embedded widgets like as weather widget.
Multi language
Translate the application to multiple languages
Custom email templates
Update all email templates and add your custom design and content. Easily change the text from editor or full source code.
Upload Files
Internally share files & folders. Share multiple files & folders with other registered users and enable them to view, upload and download files.
File Manager
Find your files by upload date using advanced search, it also has a full screen mode and a lot of powerful features.
File Downloads
Downloads are done using a secure access hash which expire after use. The same download link can not be used multiple times.
