Project Management Suite
Streamlines every stage of project execution — automatically schedule and track tasks, optimize team assignments, and adjust timelines proactively.
Key Capabilities
Automatic project creation upon winning a deal in CRM.
Technical survey variables tracking capacity, site details, and constraints.
Milestone checks and compliance monitoring built-in.
Integration with Employee Service rosters to assign field crews.
Frequently Asked Questions
Does the system support tracking site survey details?
Yes, the database tracks capacity parameters and physical site measurements for engineering reviews.
Can we assign installation tasks to installers?
Yes, project tasks link to task-service databases and assign field engineers via the Employee Service.
Does projects support Gantt scheduling?
Yes. Inter-task dependencies and milestone billing triggers render on Gantt charts.
Can clients track project progress?
Yes. Client portal logins let users track milestones, billing schedules, and download handoff documents.
How do teams log issues?
Engineers log site issues, auto-generating tickets at the support desk.