Manage hours and activities and analyze the gross profitability of each project.
The Projects module offers a simple and effective management tool, even for small businesses. It allows tracking of time spent, activities and costs per project, and analysis of profitability.
General characteristics
- Unlimited number of employees and tasks
- Detailed situation by project
- Can be used as a time and attendance clock
- Visualisation of activities to be billed
- View your projects by employee or task type
- Unlimited number of activities
- Invoicing integrated into Winbiz Commerce
Employees
- Unlimited number of employees
- Pricing per employee
- Sending emails and text messages
- Possibility of assigning one or more collaborators to a project
Customers
- Unlimited number of customers and projects per customer
- Rates per customer
Tasks
- Managing tasks and task groups
- Types of billable and non-billable tasks
- Pricing by task
- Minimum duration of tasks
- Colour display of tasks
Projects, mandates, worksites
- Unlimited number of projects
- Ability to add attachments to projects (images, videos, letters, etc.)
- Ability to assign sales or purchase documents to projects
- Weekly view by employee or for all employees
- Status of projects with open balance
Activities
- Entering activities by project, mandate, case, worksite, etc.
- Entering personal hours in time-clock mode
- Unlimited entry of additional services (expenses, disbursements, items, etc.
- Weekly view by employee or for all employees
- Entering in hours and minutes or hours and hundredths
Generating invoices
- Billing for activities and services
- Deduction of advance payments
Reports
- Detailed status by project, productive and non-productive hours, etc.
- Periodic activity reports
- Weekly hours check, annual summary by employee
- Summary of projects