Projects
Set things in motion with tasks, parts, times, and records for our jobs.
A master directory for getting the work done
Projects is the parent directory for: tasks, parts, times, and supporting records for a job.
- Manage many tasks at one time.
- Tie projects to sales orders or create service projects.
Manage every task
- Track estimated vs. actual time to completion for each task.
- Create a list of subtasks for individual tasks; these required subtasks ensure that your technicians perform the task to company standards every time.
- Create and schedule work orders from the projects module.
An integrated project management system
- Add media to a task; mock-up photos with drawings and stencils to show technicians where products should be installed.
- Duplicate and link work orders, as well as auto-update linked work orders.
- Leverage real-time inventory control for parts associated with tasks.
Projects
Set things in motion with tasks, parts, times, and records for our jobs.
A master directory for getting the work done.
Projects is the parent directory for: tasks, parts, times, and supporting records for a job
- Manage many tasks at one time.
- Tie projects to sales orders or create service projects
Manage every task
- Track estimated vs. actual time to completion for each task
- Create a list of subtasks for individual tasks; these required subtasks ensure that your technicians perform the task to company standards every time
- Create and schedule work orders from the projects module
An integrated project management system
- Add media to a task; mock-up photos with drawings and stencils to show technicians where products should be installed
- Duplicate and link work orders, as well as auto-update linked work orders
- Leverage real-time inventory control for parts associated with tasks