01
Projects
Delivery work with a budget and a record of time spent.
project- Projects created and managed
- Tasks created and assigned within them
- Time logged and approved
- Budgets managed per project
- Change requests approved
Category 05 · 5 apps
Services
Delivery work, service contracts, bookings and the support that follows a sale.
02
Tasks
The to-do side of the work, inside a project or standing alone.
tasks- Tasks with an owner, a due day and a state
- Attached to a project, or not
- Visible on the calendar alongside everything else
03
AMC & Service
Annual maintenance contracts, the equipment they cover and the visits they entitle.
amc- Contracts written, activated, renewed and ended
- Sites and the equipment installed at them
- Service requests logged, assigned and managed
- A service schedule of what is due
- Warranties and warranty claims
- Estimates written, and completed work invoiced
- Costs, and customer-facing share links
04
Helpdesk
Tickets from customers, and the knowledge base that answers them.
support- View, manage and reply to tickets
- A knowledge base, read and maintained separately
05
Appointments
Booked time with a provider, a room and a service — through to checkout.
appointment- Book, confirm, move and cancel appointments
- Check a customer in, start and complete the service
- Checkout with deposits and discounts
- Providers, services, rooms and resources
- Commissions earned and viewed
- Customer notes and exportable reports
See services running
The demo installation has representative data in every app, so you can follow a record from one end of the suite to the other.