MODULE
PROJECTS
Bring it all together. Group jobs, costs, and timelines under one roof.
The Problem
Big work gets scattered across small pieces
When a project spans multiple jobs, purchases, and invoices, it's hard to see the full picture. Costs hide in different places, timelines drift, and profitability is only known after the fact (if at all)
The Solution
One project view that connects everything
SME Tech Projects lets you group related jobs, quotes, purchases, and tasks under a single umbrella. Track total costs, revenue, and progress - so you always know where a project stands.
PROJECT STRUCTURE
- Group multiple jobs under one project
- Link quotes and sale orders
- Assign team members and responsibilities
- Set project timelines and milestones
COST TRACKING
- Aggregated costs across all linked jobs
- Purchase costs rolled up automatically
- Labour and non-stock costs included
- Real-time budget vs actual comparison
REVENUE & PROFITABILITY
- Total invoiced revenue per project
- Profit margin visible at project level
- Unbilled work flagged for follow-up
- Progress billing support
VISIBILITY & REPORTING
- Dashboard view of all active projects
- Status tracking across linked jobs
- Timeline and deadline monitoring
- Export and share project summaries
HOW IT WORKS
Step by Step
01
Create Project
Define the project scope, timeline, and budget
02
Link Work
Attach jobs, quotes, purchases, and tasks to the project
03
Track Progress
Monitor costs, revenue, and job completion in real time
04
Review & Report
Pull project profitability reports and close out completed work
WHY IT MATTERS
The Impact
See the full picture, not just individual job cards
Know if a project is profitable before it ends
Better resource planning across multiple jobs
Clients get professional project-level reporting
Nothing falls through the cracks on big work