iQdesk 2.0 offers a brilliant tool for any small or medium business owners. The unique features of this project management tool allow each and every individual of any level of education and skills to master project management easily, using the most advanced tools in the market today and without having to spend a lot of money and time reading project management books or taking expensive courses.
iQdesk 2.0 Business Management Software, does just that, here are some of the features you are going to see when you download the business software.
On this page you will see how serious management problems that a business owner faces all the time get resolved by the business software without having to work hard or to spend a lot of hours learning business management.
We can assure you that every day problems such as Time Management, Invoicing, Cash Flow Management,Employee Management,Client communication,Prioritization, Workflow Management and much more, all of these get easily addressed and fully resolved by using just the project page.
In this view you can update the project status and details, such as dates, budget, description, scale. The nice thing about this view is that you can edit the fields and add and modify fields according to your business requirements.
New field showing according to your own requirements
New status showing according to your own requirements
You can also archive or delete a project from here, don’t miss out on the very useful Quick Financial Review button.
Quick Financial Review
Another Quick tool is this one
This is a quick financial review tool that you can use on the go. It will give you a quick outlook on the project finances just to make sure that the most important aspect of your business which is profitability is fully covered.
This section of the project page, may look simple, but if you look closely you will see how powerful it actually is
The part Production Milestones is basically EVERYTHING you need to do in that project. The nice thing about it, is that the software updates automatically with the production milestones straight from the Quote tool which you had already done. The Production Milestones can be accessed by your employees and they can easily update the progress on each milestone.
Once the progress is updated, the Gantt chart automatically updates as well. Giving you a clear graphic display of your project progress. Your clients who ordered this project can also access this page and see the progress of his or her project.
This is the new category you created, you can now add milestones under this category and assign to employees
The new milestone us now showing under the new category and the Gantt Chart automatically updates with the completion rate of the milestone
The project tasks section, should already be updated from the tasks module itself. This section is essential to keep track of all the things you need to do with this project. You can assign a priority and get alerts when the due date comes. This tool comes in very handy especially for people who find it hard to prioritise their tasks.
This section of the project page, reflects one of the most important aspects of your projects.
This section shows you the finances of your project. On the left hand-side you get to see the money that should come in for the project phases (production milestones, any other payment that should come in) you can generate invoices and send them out to clients and manage your invoicing from there. Invoicing correctly is a skill that needs to be mastered as well, and this software does it for you.
Generate an invoice
Completely automated invoice is generated
Costs Per Project
On the right hand-side you will see the costs per project. It is not enough to see how much money is coming in but it is also essential to see how much money is coming out per this exact same project. You can easily manage your payments from this section and add employee time as an expense. Employee time will update automatically according with the previous employee rate your have entered in the employees management module.
All costs that are marked as ‘paid’ will feed in the current screen in the Cash Flow Management Module. All Costs that are still ‘in progress’ status will feed into the Forecast screen in the Cash Flow Management Module.
At the bottom of the screenshot you will see a quote section, this quote section will feed automatically from the quote tool. We have decided to add the quote here as a comparison tool. It is very important to see that you are not exceeding the quote you have given in order to maintain profitability per project.
The Quote of course can not be edited.
The last section of the project page, is a general management section of the project. Although it seems obvious, many business owners find it hard to find the relevant paperwork and contracts associated with a specific project and waste a lot of time trying to retrieve this information. Here you can upload all the contracts and specification documents and all the emails that are linked to this project, having all the files in one place makes sense and is purely good management.
The notes sections, is basically a chatting tool that records all the chats and communication you had with the client. This is far better tool than using emails. Take our word for it, we have been using this toll with our clients since we launched this business management software and it is the best. Not only does it keep good record of everything, you also know exactly where to find the relevant communication.
the calendar is a specifically tailored calendar that reflects the start date and deadlines of the project. it is gets updates automatically in line with the changes in dates you will enter on that page.
iQdesk 2.0 Project Management Software tutorial video