Project Manager
Start repeat jobs in minutes and bill them the way you agreed.
Templates turn your best process into a ready plan; Time & billing turns the work into a draft invoice.
Why it matters
Every onboarding is rebuilt from an old project, a step is always missed, and the dates are typed in by hand. At the end, the invoice is worked out from memory, and fixed-price jobs never show whether they made money.
Templates & project billing in detail
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Templates with roles and offsets
Save lists, tasks, subtasks and milestones with dates counted from a reference date.
- Roles such as Account lead, Technician or Cabling crew lead
- Usual person per role, changeable per project
- Dates from the start day, or days before, for hires and leavers
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Create with a preview
Choose the template, the customer and the date, then check before creating.
- Assign a person to each role
- Weekend dates: preceding Friday, following Monday or unchanged
- Preview the name, dates, tasks and milestones
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A library you control
Keep the built-in templates or make them yours.
- Use template, Edit, Duplicate, Reset to original and Delete
- Save an existing project as a template
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Billing models
Set how each project is charged.
- Hourly: bill the time logged
- Fixed price: one project price
- By milestone: each milestone has an amount
- Fixed or milestone plus hourly, or Internal
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Draft invoices from the project
Review what is ready to bill under Time & billing and create the draft.
- Links back to time and milestones prevent duplicate charges
- Budget hours compared with time logged
Questions
Does completing a milestone send an invoice?
No. Marking a milestone complete and reviewing what to charge are separate steps, so you always check the draft first.
Do HR templates change accounts or equipment for me?
No. They create the tasks; the people who own each task still carry it out.
More about Project Manager
- Lists, boards & timelines
Every project has a list, a board, a timeline and a calendar over the same tasks, with milestones and dependencies that show what is holding things up.
- Sprints
Sprints gather tasks from several projects and the backlog into one period with a goal, a burndown chart and a clear end.
- Project Manager overview
See Project Manager running on your own data.
Every module runs on CRM-NextGen Cloud: we set it up and run it for you. Beta members get the first invites and hear pricing first.