✅ Project Management Level
under review
I
Iver Aune
My B2B customers, medium - large contractors to be specific, has been requesting a Project Management feature for a long time.
➕ Add a Project tab in the main meny that could be toggled on/off like other features.
✅ Create a new project.
✅ Assign staff, contacts, companies and opportunities to the project.
✅ Add basic data to the project like address, value, source, etc.
✅ Let us add custom fields, notes, documents, tasks, etc.
✅ Let us assign proposals, estimates, appointments, invoices, etc. to the project.
✅ Let us mark communication like emails and SMS to the project.
➕ Let us switch between two overviews.
✅ Listed view, like the contacts-view with search, bulk actions, etc.
✅ Pipeline view, like opportunities-view with custom steps.
Please comment below if you have additional ideas.
Log In
P
Paul Brady
YES! Please add this feature!
I
Iver Aune
The project should serve as an overview of everything we do digitally that is tied to the project.
Project Management should connect the following elements:
✅ Opportunities (?)
✅ Contacts
✅ Companies
✅ Custom Objects (?)
✅ Calendar (Appointments and Job Scheduling)
✅ Tasks
✅ Products
✅ Estimates, Documents & Contracts
✅ Payments
✅ Client Portal
Note: A project is not limited to closed customers. We also want the ability to create projects for leads, even before they become paying customers.
Projects should have customizable statuses, eg, "Preparing Offer", "Offer Sent", "Up Coming", "In Progress", "Completed", etc
Pre-Sale:
For projects in the pre-sale phase, we should be able to:
➕ Add customers, products, appointments, and other relevant details.
➕ Easily create and send estimates, documents, or proposals with the products in the project.
Additionally, include a toggle setting to automatically create projects when an estimate, document, or proposal is signed or accepted.
Post-Customer Acceptance:
Once the customer accepts an offer, projects should allow for:
Task Management:
➕ Tasks should have statuses such as "Up Coming," "In Progress," and "Completed."
➕ Tasks should support Job Scheduling, allowing them to be added to the calendar.
Product Management:
➕ Add products to the project as needed.
Invoicing:
➕ Create invoice drafts and send invoices directly from the project.
Job Scheduling:
Add Taskt to Calendar:
N
Nomiki Georgiadis
I'm getting the same requests from clients too. Would love a native feature please
I
Iver Aune
Nomiki Georgiadis Had this request twice last week 😄
J
John Sexton
Project management is a must. I still need need my ZohoOne for project management and a few other things but when you get a HL project management I am dumping it.
I
Iver Aune
✅ Job Costing
Add a Job Costing feature to help users ensure profitability on every job by enabling the following capabilities:
➕ Cost Tracking: Allow users to track all job-related expenses, including materials, labor, and overhead.
➕ Reporting: Offer detailed job costing reports to identify areas for improvement and optimize future job performance.
This feature would help businesses to make data-driven decisions, maintain healthy profit margins, and improve overall project management efficiency.
K
Krystal Bella
i think we need to be able to add links and text that doesnt get quished like a paragrapgh and we can add details to it or attachments if needed.
D
Derek Fox
Please....
K
Keith Besherse
T
Tawnie Breaux
Great idea!
Load More
→