Everything you need to know about managing your client list, including contacts, dashboards, reports, and more.
We recently received the following email from a customer. How to handle departments? We have several departments in our company, and we are trying to find a way to mark each task with a department code. Is that somehow possible? There are a few different options on this front. When Intervals is used primarily as […]
If you are looking for true CRM functionality in a system with leads, opportunities, contact management and a funnel, Intervals doesn’t do that. However, our project management software can be used as a sales tool to keep track of leads and bids. A sales project can be used to keep all of your template documents stored […]
There is a one to one relationship with clients and projects and a project cannot belong to more than one client at this time. This is done primarily from the project level permissions Intervals features where non administrators (managers, resources and executives) only see projects where they are members of the project team and for […]
Intervals does not natively do estimates that a client signs off on at this time. We are contemplating adding estimates but the feature is not on the development plan at this time. One of the challenges we have learned is that people do bids in very different ways. When we used to do primarily web […]
In Intervals, time isn’t added directly to a client, but rather to a project belonging to the client. Once a project has been added to a client they will be eligible for adding time. When adding time, only active projects appear in the dropdown lists, so be sure they have at least one active project.
The client dashboard is a client centric view of all the projects you’ve worked on with a specific client. The top of the client dashboard provides hi level information about the client with a breakdown of payment history by year. In the project balances section, you can toggle active and inactive projects if you prefer. […]
In Intervals the project is the centerpiece and if its client is inactive, you can still add time to the projects as long as the project is active. When a client is set to inactive, it will no longer appear in dropdown lists like the task list filter. The exception is in reports. In order to […]
To get your clients setup using Intervals, create accounts for them using the Executive user level. This is a limited account that is perfect for client logins. More information about the executive user level can be found here. When the user is set up you will also decide which projects they can see. If you […]
Enabling the widescreen view will include additional columns on the client list. When enabled, the following columns are added: # of People Total Work – Billable + Fees + Taxes Unbillable Work Invoice Totals Payment Totals Outstanding Totals