Invotrak now with project tracking
We’ve just put the finishing touches on a whole new set of features for Invotrak: Project Tracking! You can now enter your project information (estimates, quotes, tasks, etc) and record timesheets against it. Invotrak will keep a running tally of the time spent on your projects, giving you a snapshot of your progress any time you like.
Let’s say you’ve just put together a proposal for a client and they’ve given you the go-ahead (yay!). Now you need to make sure you stay on budget as you work. Well, what better way then in the same app you’re using to invoice your client?
All you have to do is enter your proposal details into Invotrak. Break the proposal down into pieces (called tasks) and assign an amount of time for each task. Then, when you (and your employees) record their work for their timesheets, assign the entries to one of the project tasks. From now on, whenever you go to the Projects tab in Invotrak, you’ll see your current progress, a handy pie chart, and all of the timesheet entries recorded for each task.
Now, when a client asks “So, where do we stand“, you can answer just by checking Invotrak!
Of course, why not go a step further and have your client log into Invotrak and check for themself? Just create a client account for them, and they can login whenever they like to check their project’s status.
To get started with Invotrak Projects, you’ll need to first sign up for a paid account. Then, you can start tracking an unlimited number of projects. Or, check out all the other great things Invotrak has to offer.
We hope you like the new Projects feature. Be sure to let us know what you think on our user feedback forum!
