Operations
Deliver projects without chasing updates
Every stage, task, document and cost for a project in one place, linked to the deal that sold it.
The problem
The sale is done. Now where is everything?
Handover from sales to operations is where details get lost. The scope is in an email, the schedule in a calendar and the status in someone's head.
How Toolbase solves it
The project starts with everything sales already knew
A won deal becomes a project with the customer, quote and scope attached. Stages, tasks and responsibilities are laid out so anyone can see where things stand.
Capabilities
What you can do with Projects
Project stages
Move projects through stages that match how you deliver.
Tasks and subtasks
Break the work down and assign each piece.
Assigned staff
See who is responsible for what.
Checklists
Make sure the same steps happen every time.
Notes and attachments
Keep photos, documents and notes against the project.
Scheduled and actual dates
Compare when things were planned with when they happened.
Estimated and actual costs
See project cost against the quote.
Workflow example
A won deal becomes a delivered project
- Create from deal
The project inherits the customer, site and quote.
- Plan
Stages and tasks are set from a template.
- Assign
Staff are assigned and dates scheduled.
- Deliver
Tasks are completed and progress updates as you go.
- Close
The project is completed and ready to invoice.
By industry
How different industries use Projects
FAQ
Projects questions
What is the difference between a project and a job?
A project is the whole piece of work. A job is a scheduled visit or unit of work within it. Simple work can be a job without a project.
Can I use project templates?
Yes. Templates set up the standard stages and tasks for common work.
Can customers see project progress?
Yes, through the customer portal if you enable it.
See Projects configured for your business
Tell us your industry and we will show you Toolbase set up the way you work.