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Work and project management
Run your work and projects from one place
We build a work and project management system that tracks every job from request to delivery, answering who did it, when, how long it took and what it cost.
Overview
What does a work and project management system solve?
Much of a company's work runs as projects or tasks: a customer order, an installation, a construction site, a software delivery or a service request. When that work is tracked through email, messages and spreadsheets, questions like who does what and when, where things got stuck and what the project cost go unanswered.
A work and project management system brings planning, task assignment, time and expense logging, approvals and reporting into one place. Managers see every project's status on one screen, while teams focus on their own work.
Unlike off-the-shelf tools, a custom system includes forms, approval flows and cost calculations for your types of work, and talks to your CRM, ERP and accounting. Field teams join through a mobile app and customers through a portal.
Key capabilities
- Project and phase planning
- Gantt timeline
- Kanban task boards
- Task dependencies
- Time and effort logging
- Team capacity planning
- Project budget and cost
- Approval flows
- Document management
- Customer portal
- Mobile field app
- Project profitability reports
Project management modules
From request to delivery, every job in one system
A request becomes a project, the project becomes tasks, tasks become time and expense entries, and managers see the status and profitability of every project on one screen.
A job's journey through project management
- 1Request
- 2Scope and quote
- 3Planning
- 4Task assignment
- 5Execution
- 6Approval and delivery
- 7Invoicing
Project planning
Breaks projects into phases, milestones and a timeline.
In this module
- Project templates
- Phases and milestones
- Gantt timeline
- Task dependencies
- Critical path and delay alerts
- Planned vs actual comparison
Tasks and kanban
Tracks tasks on boards with owners and dates.
In this module
- Kanban and list views
- Priority, tags and owner
- Subtasks and checklists
- Comments, files and notifications
- Recurring tasks
- Overdue reminders
Time and effort tracking
Logs and approves time spent on tasks.
In this module
- Timer and manual entry
- Weekly timesheets
- Manager approval
- Billable hours
- Effort per task and project
Resource and team planning
Shows team utilisation and spreads work evenly.
In this module
- Utilisation per person and team
- Skill-based assignment
- Leave and holiday calendar
- Capacity alerts
- Team plan per project
Budget and cost
Compares project budget with actual cost.
In this module
- Project budgets
- Labour, material and expense cost
- Budget overrun alerts
- Project profitability
- Invoicing and progress billing
Approvals and documents
Records phase approvals, revisions and project documents.
In this module
- Phase and delivery approvals
- Document versions
- Revision requests
- Approval history
- Digital signature integration
Customer portal
Where customers follow and approve their own projects.
In this module
- Project progress and schedule
- Delivery and approval requests
- Document sharing
- Requests and support
- Notifications
Field work
Collects field teams' tasks, forms and photos from a mobile app.
In this module
- Daily job list
- Field forms and checklists
- Photos and location
- Material usage
- Offline mode
Why projects get out of control
- 01
Invisible workload
Nobody knows who has how much on their plate; some teams sit idle while others can't keep up.
- 02
Missed deadlines
Tasks are tracked through email and messages, so delays are noticed too late.
- 03
Unknown project cost
Time and expenses aren't logged against projects, so nobody knows which projects are profitable.
What we build for work and project management
A structure that brings office, field and customer together in one system.
Project planning
Phases, milestones, timelines (Gantt) and dependencies.
Task and work tracking
Kanban boards, priorities, owners and reminders.
Time and effort tracking
Logging and approving time spent per task.
Resource and team planning
Team utilisation and balanced distribution of work.
Budget and cost
Project budgets, actual cost and profitability.
Customer and field access
A portal where customers follow progress and a mobile app for field teams.
Use cases
What we build it for
- 01
Project-based companies
Firms in construction, engineering, consulting and software that run work as projects.
- 02
Installation and service teams
Companies that plan assembly, installation and maintenance and collect reports from the field.
- 03
Agencies and service firms
Teams tracking client work, hours and billable effort.
- 04
Internal work requests
Organisations digitising cross-department requests, approvals and work tracking.
Step by step
How a project management system is built
- 1
Mapping work types
We define your project and task types, phases and approval points.
- 2
Screen and flow design
We design planning, board and reporting screens with your teams.
- 3
Development and integration
We build the system and connect CRM, ERP, accounting and calendars.
- 4
Pilot project
We trial the system with one team or project first and refine it with feedback.
- 5
Rollout
We open it to all teams and embed usage with training.
Scope
What a project management system project includes
- Work and project type design
- Planning and Gantt screens
- Kanban and task tracking
- Time and expense logging
- Budget and profitability reports
- Mobile field app
- Customer portal
- User training and support
Technology
Technologies our team works with
- ASP.NET Core
- .NET
- C#
- SQL Server
- RabbitMQ
- React
- Next.js
- TypeScript
- REST API
We choose technology based on the project's needs, its scale and your existing systems.
Our guides on this topic
How to create a project plan? Work breakdown structure, PERT estimates, dependencies, critical path, Gantt chart and tracking, taught with one example project.
Project Management · 14 min read What Is Task Tracking Software? A Buyer's Guide to Team, Task and Project TrackingWhat is task tracking software and what is it for? Tasks, approvals, time and field tracking, how it differs from Excel, selection criteria and switching steps.
Custom Software · 10 min read What Is Low-Code? Low-Code Development, the No-Code Difference, Limits and Cost GuideWhat is low-code? Its difference from no-code and custom software, suitable jobs, risks, a six-question decision test and three-year cost, with worked examples.
Frequently asked questions
How is it different from off-the-shelf project tools?
Off-the-shelf tools offer generic task tracking. A custom system includes forms and approval flows for your types of work, cost calculation and links to ERP, CRM and accounting.
Can we migrate our existing projects?
We import projects, tasks and history from spreadsheets or the tool you use today.
Can field teams use it?
Yes. Field teams can enter tasks, forms and photos from a mobile app, even offline.
Can our customers follow their projects?
If you wish, we open a portal where each customer sees only their own projects.
How is the price determined?
We define the scope together and prepare a written proposal based on it.
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ExploreLet's talk about your project
Tell us briefly about the software you have in mind; we'll listen and prepare a tailored roadmap and proposal.