Jobs

This is where you track projects, consulting engagements, internal jobs and other big pieces of work. This module gives you the handy status progressions to track the key phases of your projects PLUS a worklist (or workflow) which is comprised of big tasks (components) and normal tasks.

Summary

• Not all jobs are the same - choose from a default job type or create new types.
• Track the main services you are providing using components - with budgets, durations and assignees.
• Keep track of important project data using fields you've defined, plus the ability to configure at what stage they should be entered/reviewed.
• Special tools for approving work done with work budgeted to keep an eye on profitability
• Invoice for work done.