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Project Tracking System Features
Project & Task Management
Project & Task Management
Project & Task Management
- Repeatable work orders capture project specifications
- Assign client-specific pricing for consistent billing
- Capture billing in real-time to ensure all items are invoiced
- Easily view project milestones to ensure deadline compliance
- An integrated time clock ensures accurate time keeping
- Store notes and information per firm, client, or case
Real Time Reporting
Project & Task Management
Project & Task Management
- Over 50 reports tailored for your specific needs
- Identify what employees are most efficient and profitable
- Identify what clients are your most and least profitable
- See a breakdown of your billable items
- Identify opportunities for quality and profit improvement
- Built-in CRM allows appointment and sales tracking
- Utilize deals to track and close big projects
Financial Dashboards
Project & Task Management
Financial Dashboards
- An integrated invoicing system allows you to partially bill projects as needed
- Split bill projects using our intuitive invoice splitter.
- Print or send invoices to clients electronically for approval
- Send paper or electronic statements to clients or accounting departments
- Use our collections ticketing system to stay on top of past due invoices
A few of Our Loyal Clients, 15 Years and Counting
