Projects Back to upper level

Projects Overview

• Project card's structure
• Project overview
• Create a new project in Heeros PSA
• Projects list view
• Project specific invoicing details
• Accounts and projects' invoicing addresses

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Sales Projects & Pipelines

• Mark a project as won or lost
• Add a lead and close the deal
• Pipeline - Overview
• Pipeline stages and probability percentages

Internal Projects

• Internal hours and expenses

Project's Finance

• Automatic invoicing
• Note to the invoice creator
• Scheduled invoicing

Customise, Copy & Mass Editing

• Create a copy of an existing project

Quote & Proposal

• Create sales quotes and estimates
• Sending quote for approval
• Create quote copies and build templates
• Sales quote's proposals
• Create scheduled invoices from quote
• Convert a sales quote to an invoice

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Revenue Recognition

• Revenue Recognition

Form builder

• Build forms to collect project data

Project Reports

• Project hours report