PROJECTS
Bring it all together. Group jobs, costs, and timelines under one roof.
Big work gets scattered across small pieces
When a project spans across the business, it's hard to see the full picture. Costs hide in different places, timelines drift, and profitability is only known after the fact (if at all)
One project view that connects everything
SME Tech Projects lets you group related transactions and activities under a single umbrella. Track total costs, revenue, and progress - so you always know where a project stands.
PROJECT STRUCTURE
- Group multiple jobs under one project
- Link quotes and sale orders
- Assign team members and responsibilities
- Set project timelines and milestones
COST TRACKING
- Aggregated costs across all linked jobs
- Purchase costs rolled up automatically
- Labour and non-stock costs included
- Real-time budget vs actual comparison
REVENUE & PROFITABILITY
- Total invoiced revenue per project
- Profit margin visible at project level
- Unbilled work flagged for follow-up
- Progress billing support
VISIBILITY & REPORTING
- Dashboard view of all active projects
- Status tracking across linked jobs
- Timeline and deadline monitoring
- Export and share project summaries
Step by Step
Create Project
Define the project scope, timeline, and budget
Link Work
Attach jobs, quotes, purchases, and tasks to the project
Track Progress
Monitor costs, revenue, and job completion in real time
Review & Report
Pull project profitability reports and close out completed work
The Impact
See the full picture, not just individual job cards
Know if a project is profitable before it ends
Better resource planning across multiple jobs
Clients get professional project-level reporting
Nothing falls through the cracks on big work