Solutions
Projects that start with what sales promised
Stages, tasks, people and costs for every project, linked to the deal and quote that created it.
Outcomes
What changes in your business
Clean handover from sales
Scope, customer and quote arrive with the project.
Clear responsibility
Every task has an owner and a date.
Progress at a glance
Projects by stage, with what is blocked.
Cost against quote
Know how the project is tracking before it ends.
Connected data
One record from start to finish
Tasks, jobs and costs all roll up to the project they belong to.
- Won Deal
- Project
- Stages
- Tasks
- Jobs
- Completion
- Profitability
Modules
The modules behind project management
FAQ
Common questions
Can I use templates?
Yes. Project templates create standard stages and tasks.
Can customers follow progress?
Yes, through the customer portal.
Can a project contain several jobs?
Yes. Jobs sit under the project and roll up to it.
Ready to replace disconnected software?
Get Toolbase configured around your business.