✅ 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.
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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.
➕ Profitability Analysis: Provide real-time insights into the profitability of each job by comparing costs to revenue.
➕ Budgeting Tools: Enable users to set budgets for jobs and monitor performance against these budgets throughout the project lifecycle.
➕ Reporting: Offer detailed job costing reports to identify areas for improvement and optimize future job performance.
This feature would empower 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
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Tawnie Breaux
Great idea!
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Eric Huggins
I also would be very interested in this..
C
Chris Bigelow
Please add this; we really, really need this. It would finally give us an "all-in-one" total solution.
I
Iver Aune
➕ Project Templates
C
Cheyenne Stanley
MORE SIMPLE APPROACH:
Under "Contacts" - Duplicate Setup for tab named "Company" and Call it "Project/Job" and have the fields customizable so platform can be custom for specific service industry.
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Iver Aune
Cheyenne Stanley too simple
C
Cheyenne Stanley
Iver Aune - I agree and I think it is a great start. Of course additional add-ons can come later but this will at least allow us to better align it with our client needs and then we can build from there
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