Projects
WorkSquares Projects runs delivery work after the sale — onboarding, implementation or ongoing services.
Core objects
Section titled “Core objects”- Projects — a body of work for a customer.
- Tasks — the steps, with owners, due dates and status.
- Time entries — hours logged against tasks, billable or not.
What you can do
Section titled “What you can do”- Break a project into tasks and track progress to completion.
- Log time against tasks and bill it through the invoice engine.
- Tie delivery to the CRM account it belongs to.
Connects to
Section titled “Connects to”- CRM — projects belong to the customer account.
- Billing — billable time flows into invoices.