Services and consulting

Proposals and contracts with milestones, site visits and meetings on the calendar, an invoice per phase, and the team's chat beside the work.

In use

Example workspace: Rega & Partners

Written on the client's record, shared by link, read by name, accepted in one click.

Phases, milestones and the tasks tied to them, with the invoices and expenses of the engagement.

The balance, the payments received and the locked PDF, on the invoice and on the client.

A shared field calendar, steering meetings with decisions, and each decision's task.

Licensed per module. Any module can be added later.