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

Getting started with Project Management

Manage your projects and keep track of your profit and loss

Written by Jen
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

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

Managing costs for projects

How to read the project profit report

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

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

Manage you supplier invoices against your project using our Xero integration.

Import your bills from Xero

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