With a steady rise in the number of businesses, the trend is changing with the focus shifted to small and medium businesses. This pragmatic shift has turned the spotlight on entrepreneurs who are more “Business Ready” than ever to take over projects. Businesses are looking for a one-stop cloud application offering CRM, Invoicing, and Project…
Posts Categorized: Projects
Project Time Tracking & Billing Bundle Quick Start Guide:
Managing projects is a big deal for small businesses and startups. Let us assume that Glocial Tech would like to manage their projects in the company. The process will start from a lead and end up with getting paid by customer that is, start from a lead, go through the sales & estimate process, track…
Projects App V6 Now Available – September 3rd Update
This week we performed another update to the Apptivo system, with the key focus being the release of the Projects App on our V6 technology. We’ll cover the details of projects below, an otherwise we’ve just wrapped up the last of our previous release, by including the new view builder feature inside of the Customers…
Simple app to manage construction projects
You can create one project for each construction job, then for each stage that requires approval, you can create a milestone. While you can keep a basic list of high-level steps, you also have the option of creating a number of tasks inside of each milestone. Here is a quick example of what you might…
What information do I provide when Creating a New Project?
The Question: I am a prospective customer, and would like to understand how easy it is to make projects. My business creates many small projects every day, and I’m looking for software that will give us organization, but don’t want to be bogged down by process. The Answer: It sounds like Apptivo would be a…
