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 […]
With our web-based project management and collaboration tool, 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 […]
The client dashboard is great if you wish to quickly get information about a client. The data you record over time is summarized in the project management dashboard by way of breaking it down by project. The top of the client management dashboard provides hi level information about the client with a breakdown of payment history […]
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 drop down lists like the task list filter. The exception is in the reports section. […]
To invite clients, create accounts for them using the Executive user level. This is a stripped down user level 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 would like […]
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 # of Documents For example: