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Project Management
QuickEasy BOS includes comprehensive project management systems that manages tasks, deadlines, progress invoicing and more. Here are some of the ways you can manage your projects efficiently:
Cross-Department Visibility
Customise service tickets
- Enable collaboration between sales, production, and service teams with a shared view of project tasks and responsibilities.
- Hide sensitive information with access controls.
- Attach project-related documents, communications, and task updates for better team coordination.
Customisable Reports
Bespoke and built-in reports
- Create tailored reports to suit different stakeholders such as project managers, executives, or finance teams.
Detailed Activity Management
Manage tasks through the service manager
- Break projects down into tasks and sub-tasks.
- Assign team members, set deadlines, and use timekeeping to track task progress.
Link to Transactions
Display a profit and loss per ticket
- Connect projects to transactions to ensure accurate billing, cost recovery, and profitability tracking.
- Link timekeeping records.
- Display the exact cost of each ticket.
Milestone and Timeline Management
Customise projects per service type
- Set major project milestones and deadlines to monitor progress against key delivery dates.
Resource Allocation and Tracking
Specify which resources each project uses
- Assign resources (such as staff or machines) based on availability and track actual time spent on tasks.
Revenue Recognition and Billing
Link transactions to service tickets
- Manage invoicing against project milestones or progress to ensure accurate and timely billing.
- Create invoices from the service ticket.
Structured Project Setup
Create project templates for any service type
- Create project templates to ensure new projects are setup quickly and efficiently.
Learn More
- Manufacturing: Streamline Manufacturing with QuickEasy BOS
- Project Management: One Path. Full Control. Better Projects.