Control Every Job from Planning to Profit
Our Job Management system gives you one place to manage the full journey of every job from approval and planning to daily progress, invoicing and completion. Your team can easily track deadlines, completed work, expenses, customer billing and payments without working across different systems.
It also connects the work happening on-site or in your operations with the financial side of the job. You can quickly see how much work has been completed, how much has been spent, what has been invoiced and whether the job is making the expected profit.
Simple dashboards and reports help you spot delays, unbilled work and overspending before they become bigger problems. This gives project managers, operations teams, finance teams and business owners the clear information they need to keep jobs on track, control costs and protect profit.
What We Give Our Customers
We give you one simple system to manage every part of your jobs from planning and daily progress to expenses, invoices and final completion. See what work has been completed, how much has been spent, what still needs to be billed and how much profit each job is making. This helps your team stay organized, avoid delays, control costs and complete jobs successfully.
Job Tracking
Once you create job records then you can monitor progress, certification, deadlines and contract values. A central dashboard provides an immediate overview of active and overdue jobs, invoicing, receivables, costs and profitability.
- Customize job categories and workflows to suit your business.
- Keep a clear record of completed and approved work.
- Stay informed about approaching deadlines and delayed jobs.
- Access customer, contract and job information in one place.
- Compare billed amounts with the value remaining on each job.
- Quickly identify completed work that has not yet been billed.
- Keep track of job costs, profit margins and retained amounts.
Job Contracts and Settings
Create contracts faster with ready-to-use templates and reusable sections. You can also customize job numbers, job types, statuses, retention rates and work-in-progress calculations to suit the way your business works.
Expense Management
In Expense Management you can keep job expenses organized, compare them with your budget, and spot overspending before it affects your profit
Revenue Variance
In Revenue Variance you can see whether each job is on schedule by comparing planned revenue with completed, certified, and invoiced work.
Cost Variance
In Cost Variance You can compare earned budgets with actual costs to measure efficiency and forecast the job’s final cost and financial result.
CRM Included
Our solution also includes a complete CRM that connects directly with Job Management. Manage customers, proposals, estimates, contracts, invoices and payments in one place from the first enquiry to successful job completion.
Customer, Sales and Task Management
Store customer details, contacts and activities in one place. Create proposals and estimates, assign tasks, set deadlines and keep customer follow-ups on schedule. Use clear dashboards to monitor sales, collections and profitability.
- Centralized customer records
- Proposal and estimate tracking
- Team tasks, reminders and follow-ups
- Sales and collection reports
- Profitability by customer, salesperson and sales channel
Invoices, Payments and Contracts
Create invoices, record payments and monitor outstanding balances. Manage customer contracts and recurring subscriptions without using separate systems.
- Paid, unpaid and overdue invoice tracking
- Contract and subscription management
- Receivables and payment monitoring
Tally Integration
Easily transfer invoices and payment records from the CRM to Tally, reducing repetitive data entry and accounting errors. Configure ledger mappings, create export batches, download Tally-ready files and reconcile imported records to ensure your financial information remains accurate and up to date.
- Export invoices and payments
- Configure customer, ledger and payment mappings
- Create and track export batches
- Download Tally-ready files
- Reconcile records after import
Our Working Process
Discovery
Planning
Execute
Deliver
Our Pricing Plan
- For 3 user
- CRM & Customer Management
- Lead & Sales Tracking
- Basic Reports & Dashboard
- Regular System Updates
- For 5 user
- CRM & Customer Management
- Invoice & Quotation Management
- Advanced Reports & Analysis
- Priority Email Support and Chat
- For 10 user
- CRM & Customer Management
- Project & Task Management
- Customer Support Ticketing
- Priority Email Support and Chat
Capitalize on low hanging fruit to identify a ballpark value added activity to beta test. Override the digital divide with additional clickthroughs from DevOps. Nanotechnology immersion along the information highway.
Capitalize on low hanging fruit to identify a ballpark value added activity to beta test. Override the digital divide with additional clickthroughs from DevOps. Nanotechnology immersion along the information highway.
Capitalize on low hanging fruit to identify a ballpark value added activity to beta test. Override the digital divide with additional clickthroughs from DevOps. Nanotechnology immersion along the information highway.
Capitalize on low hanging fruit to identify a ballpark value added activity to beta test. Override the digital divide with additional clickthroughs from DevOps. Nanotechnology immersion along the information highway.
Capitalize on low hanging fruit to identify a ballpark value added activity to beta test. Override the digital divide with additional clickthroughs from DevOps. Nanotechnology immersion along the information highway.
Request Free Consultation
Read Our Latest Tips & Tricks
Tech Firms Support Huawei Restriction, Balk at Cost
We denounce with righteous indige nation and dislike men who are so beguiled...