You can create project templates that contain all of your project stages. Then, when you are creating a quote, you simply select the template and all of the relevant stanges are automatically added to the quote.
When you create a project, a chat room specifically for that project is also created. You can access the chat rooms from any page by clicking the chat icon at the top right in the header. To tag people in a chat message (they will receive a ...
When adding documents to clients or projects, you can keep them organised by assigning a document type. Create as many as you need here. To create a new one, click on the plus button at the top right of the table. Click on one to edit it, click on ...
This page lists all of your archived projects. To un-archive a project, click on the project number to view it, then uncheck the "Archived" check box and click the "Update Project" button.
Time recording report
Use this report to see times recorded against project stages, compared to the quoted hours for those stages. You can choose from the following options: Report Report on time by project stage or total time by project. Project Select a project to only ...