Description
General
- Workflow control
- Powerful settings panel
- Role based team members permission
system - Multiple date formats
- Sales Tax feature (Including Secondary Tax)
- Existing user to Projectopia Client Conversion Tool
- Fully Translatable (PHP gettext functions & PO/MO files)
- Currency Symbol and Position Settings
- Existing user to Projectopia Team Member Conversion Tool
Client Dashboard
- Responsive front-end dashboard
- Choose Projectopia Theme or your active theme
- Clients can update their details and photo from the dashboard
- Clients can add their team members as additional logins
- Clients can update their details and photo from the dashboard
- Brandable Login page
- AJAX enabled actions
- Custom AJAX password reset
- Works with any properly coded theme
- Downloadable PDF Invoices
- Clients can add their team members as additional logins
- Dashboard alerts for quotes, projects, invoices and support tickets
- Ability to view all quotes, invoices, projects, tasks and support tickets
- Detailed project information including timeline, updates, financials, milestones/tasks and files
- AJAX file uploads in Support Tickets and Tasks
- Ability to pay invoices via Stripe & Paypal
- Custom Client Dashboard Alerts
Clients
- Add clients and contact details
- Client account password reset
- Client notes
- Custom Fields in Client Admin
- Set Invoice terms per client
- Sales tax exclusion per client
- Currency Override Per Client
- File uploads in Client Account
- Custom Dashboard Alerts
- Recurring invoices
- Client Notification Preferences
- Client Access Activity Logs
- Additional client contacts (to create extra logins for the client)
Quotes & Estimates
- Raise Quotes / Estimates for registered Clients
- Quote Request Forms (Logged in or anonymous)
- Milestone & Task Templates
- Terms & Conditions Templates
- Choose deposit percentage
- Re-order Milestones / Tasks
- Subtasks
- Auto-generate projects from accepted quotes
- Currency Override per Quote
- Clients can accept/sign quotes from their dashboard (with name, date and IP address recorded)
Projects
- Projects can be assigned to a client or be internal
- Contract signing feature (Clients can sign in their dashboard)
- Re-order Milestones / Tasks
- Bulk Change Task Assignees Per Milestone
- Send general project messages
- Project updates timeline
- Multiple invoice options (Per milestone or upfront/completion split)
- Project files table
- Task Progress bars
- Subtasks
- Ability to add team members to give them access
- Task management
- Milestone & Task templates – Add Multiple to projects
- Financials table showing milestones, costs and money received
- Personal project notes
Tasks
- Personal or project tasks
- Start dates and Deadlines
- jQuery timers or manually add time
- Task Status and Priority
- Task file uploads
- Task watchers
- Task list in Team Dashboard
- Task management
- Task Messaging
- Email Piping (Reply to task messages via email)
- Task list in Team Dashboard
- Ability to Assign Tasks to Clients
- Attach File Uploads to Notification Emails
Invoices
- Sales Tax & Secondary Sales Tax available
- Stripe and Paypal payments
- Partial Invoice Payments
- Manual payment entry with notation and payment date
- Assign invoices to projects, or Ad-Hoc
- Recurring Invoices
- Printable Invoice view
- Invoice Payment Notifications
- Attach PDF Invoice to emails
- Invoice Number Prefixes
- Custom Invoice Fields
- Settings for when reminders are to be sent
- Currency Override per Invoice
- Income Graphs on Admin Dash
- Send Invoice and Reminders in single click
- Downloadable PDF Invoices
- Multiple Invoice Designs
Team Members
- Add your team members and assign roles
- Full suite of role based permissions
- jQuery task timers
- Tailored Admin dashboard showing outstanding assigned projects, tasks, tickets etc
- Calendar
- Task lists
- Team Member Profiles / Password Reset / Avatar Settings
- Team members can only see assigned projects and their own tasks
- Team Member Profiles / Password Reset / Avatar Settings
Support Tickets
- Admin & Client can raise support tickets
- Email Piping updates
- Ajax file upload in Client Dashboard
- Ticket Assignee
- Ticket Status and Priority
- Ticket watchers
- Support Opening Hours Feature
- Custom Fields in Support Tickets
- Milestones, Tasks and Invoicing
- “Seen” updates on ticket responses
