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Here's what's happening with your projects today.

Project Workflow Overview
Live overview of your project pipeline
Total Projects
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Invoiced (YTD)
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Est. Revenue (Pipeline)
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Overdue Phases
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Open Quotations Value
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Pipeline by Value
Forecast value of projects in each stage
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Total Pipeline
Recent Projects
View all
Project Client Stage Value
Needs Attention
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Phases Due This Week
Project phases with a planned end date in the next 7 days
Project Status Report
Project ID Client Status Forecast Actual Variance

Weekly Timesheet

Leads

Track enquiries from first contact to won work

Lead Pipeline
Click a stage to filter the list below
Open Leads
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Pipeline Value
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Won (This Month)
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Conversion Rate
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Stale Leads
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Leads by Source
Where open leads are coming from
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Open Leads
Recent Activity
LeadTypeNoteWhen
Follow-ups Due
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Clients

Manage client details & history

Total Clients
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Active
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Prospects
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Suppliers

Manage supplier details & linked purchase orders

Total Suppliers
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Purchase Orders
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Pending PO's
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Quotations

Create, send, and track quotations

Total Quotations
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Accepted
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Pipeline Value
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Reports

Project status, cost vs income, and stock on hand

Projects

Track project progress & variance

Invoices

Track invoices raised against projects and their payment status. New invoices are raised from a project's Finance tab.

Total Invoices
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Outstanding Balance
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Overdue
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Maintenance

Service calls from clients, agreement fees due to be billed

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Accounting

General ledger, bank, payables, receivables, expenses, fixed assets, VAT and reports

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Payroll

Employees, pay runs, approvals, statutory returns and payroll reports

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Inventory

Stock on hand & movements

Assets

Manage all equipment and vehicles
Quick Actions
Maintenance
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Locations
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Procurement

Purchase orders raised against suppliers (client invoice → client PO → supplier PO → supplier invoice). Manage supplier details on the Suppliers page.

Vendor Purchase Orders

Master Data

Manage categories, items, rates & allowances (admin only)

Settings

Company details, VAT & currency, and user accounts (admin only)

Company & Pricing
Bank Details
Terms & Conditions