ProjectINSIGHT

Keep track of your projects and manage your profit and loss with the P&L report

9 articles in this collection
Written by Natasha Tyrrell

Getting started with Project Management

Manage your projects and keep track of your profit and loss

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 Natasha Tyrrell
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 Natasha Tyrrell
Updated over a week ago

Project rates

Set special rates for your project to be used for quotes, invoices and jobs

Written by Natasha Tyrrell
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 Natasha Tyrrell
Updated over a week ago

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

Import your bills from Xero

Written by Natasha Tyrrell
Updated over a week ago

Project Variations

Create a project variation to compare different scenarios for a project

Written by Natasha Tyrrell
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 Natasha Tyrrell
Updated over a week ago