Task Manager
Work assigned, tracked, and closed out — attached to the client, quote, or job it belongs to instead of a separate to-do app.
- Assignment, due dates, and priority
- Tasks triggered by record changes
- Team, individual, and workload views
Module Library
Tasks and Projects
Work assigned, tracked, and closed out — attached to the client, quote, or job it belongs to instead of a separate to-do app.
Project Management
Break larger jobs into phases, milestones, and tasks, all tied to the client and quote behind them, so everyone sees what is done and what is next.
- Phases, milestones, and dependencies
- Project templates for repeat work
- Timelines, budgets, and status at a glance
Stats & Analytics
See how work is really moving: completion rates, overdue items, and workload per person or team, without exporting anything to a spreadsheet.
- Completion and turnaround metrics
- Overdue and at-risk work highlighted
- Team and project performance reports
See tasks and projects in action
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