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 ...
Your project map lists all of your projects that have a "Start Date" set, but have not been completed. When you first view the page you will see a map of the UK. Select a user at the top right of the map to see their ongoing projects on the map. ...
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 ...
Project stage forecast
Your project stage forecast report lists all of the project stages that are assigned to you that have not been completed or invoiced yet. To access this report, click on the "Forecast" figure on your dashboard. Alternatively, you can click on the ...