Project and job management

Manage jobs, subprojects, project follow-ups, tasks, timers, notes and team collaboration with customer records attached.

What this module does

Manage jobs, subprojects, project follow-ups, tasks, timers, notes and team collaboration with customer records attached.

  • Connected with customer records
  • Designed for daily operational use
  • Works with portal, documents, tasks and reporting where relevant
  • Editable content and SEO fields from admin

Workflow example

A customer request can become a task, a document, a proposal, an invoice, a payment and a project follow-up without losing context.

Best for

Teams that want customer-facing and internal processes connected in one system.