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How does the system work?
The system is made up of three basic components: a contact database, an employee table, and a job system. Enter your clients into the system. Then enter your employees into the system. Now open a job, in a client's name, and assign it to an employee. Describe what you want done and that's it.
How do I keep track of jobs?
You have a master job list (see screens, number 3). When a client calls just put the job into the system and assign it to someone. Then it's done and you don't have to juggle it. When the employee logs in they see their job queue; the jobs assigned to them. They go to work on the top one and record what they did and how long it took.
How can I make the employees participate in the system?
Simple, put the work in the system. If they don't open the system and do what's assigned, they don't get paid. Employee pay is based on hours into the system. No hours equals no pay.
What if we work in different cities?
Project System is a web-based system. It works well in the office. It works just as well on the road. It is perfect for coordinating projects, clients, and labor from remote locations. You can have employees, contractors, and clients anywhere in the country.
How does the labor get billed?
All the work done goes into the system. It accumulates in there. Once a week or so, you go in and clear out the labor by posting it to the client. The system automatically generates invoices by picking up all posted labor and compiling invoices. Every minute is accounted for.
How many clients can I have?
Project System will accommodate an unlimited number of clients. Not all contacts are paying clients. A typical project may have around 100 paying clients.
How my employees can I have?
You can access as many people as you want into the system. A typical organization is usually about 10 people.
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