A project page worth opening
Description, your own fields, notes over time and the full task list in one place. No hunting through a shared drive for the last decision.
Project management
Not a second tool to keep in sync. The projects you track time on are the projects you plan in, so the hours land on the work itself.
Description, your own fields, notes over time and the full task list in one place. No hunting through a shared drive for the last decision.
Assign a task to several people as equals. Everyone sees their own list across every project on one page.
Website maintenance every quarter, a report every year. Define the rhythm once, weekly to yearly, and adopt it per project with its own start date.
Add the fields your business actually uses — a contract number, a deadline, a contact. Defined once for the organisation, filled in per project.
Give a project a budget in hours, in money or both. The project page shows how much is used, so you see it running over while there is still time to talk about it.
Quote the work as a range per line, with the assumptions written down. When the client says yes, every line becomes a task on the project, and the client is created if it did not exist yet.
An estimate in Ergosy is a list of lines, each with a low and a high number of hours or days and the assumptions behind it. Send it, and it is locked. Mark it accepted, and Ergosy turns it into a project with a task per line, on an existing project or a new one, for an existing client or a prospect who becomes one. Declined and expired estimates stay in the pipeline, so you know what you quoted and what came of it.
A project is a lead, active, on hold or completed, has a start and end date, a reference and a contact. Add a budget in hours or money and the project page compares it with the hours written so far. Archive a finished project and it leaves every picker, while its hours stay in every report.
Questions
Set up your first project in under five minutes. No card, no sales call, nothing to install.