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ProjectINSIGHT
ProjectINSIGHT
Keep track of your projects and manage your profit and loss with the P&L report
9 articles in this collection
Written by
Jen,
Natasha Tyrrell,
and
Sarah
Manage you supplier invoices against your project using our Xero integration.
Import your bills from Xero
Written by
Jen
Updated over a week ago
Getting started with Project Management
Manage your projects and keep track of your profit and loss
Written by
Jen
Updated over a week ago
Auto-Allocate a Team for a Project
Ability to auto-allocate todays job for the next day (using Projects)
Written by
Natasha Tyrrell
Updated over a week ago
Add multiple contacts to your project's
When running a project you can have multiple people that you need to engage with. Add your contacts to your project so you can keep track.
Written by
Sarah
Updated over a week ago
Track your bills against your project
Import or create bills from supplier invoices to keep track of your actual project costs
Written by
Jen
Updated over a week ago
Project rates
Set special rates for your project to be used for quotes, invoices and jobs
Written by
Jen
Updated over a week ago
Managing costs for projects
How to read the project profit report
Written by
Jen
Updated over a week ago
Project Variations
Create a project variation to compare different scenarios for a project
Written by
Jen
Updated over a week ago
Manage shifts for teams to set individual rates
Select a shifts for teams using different service code rates for individual technicians
Written by
Jen
Updated over a week ago