Function Point Reviews & Product Details

I like that I can customize my dashboard to exactly what I want it to be. If I want to focus on my tasks, I can.

All of the messages and alerts, feel like they are unneeded.

Sometimes hard to find past projects.

Very good system for job number creation, timesheet tracking, and invoice management. It's easy to see all client details at a glance and track hours against jobs, as well as keep track of invoices pending and paid.

It's not great for project management. We do use it for this function, by sending Tasks to various team members, and it gets the job done, but it doesn't feel like project management is its primary functionality.

We're able to easily scope and estimate projects, track employee time, and create and track invoices. It gives all of our account managers visibility to any client in the agency, making it easy for people to cover for each other, if needed.

Invoicing functionality Tracking time on projects Ease of updating timesheets

Creating estimates and schedules. I think the process is longer than it needs to be and its not intuitive when I'm setting up a project.

Managing projects and billing.

- Forces you to create an estimate before the job - Multiple ways to search for information - Information auto populates - Timesheets are easy to use, and there are different ways to track time - Dashboard options and ability to create multiple views

- Resourcing/task management is not editable in the "Work Planning View". It would be very helpful to edit everything in one view - The Work Calendar allows you to input time off, but no easy way to track available vacation/sick days per staff member - Schedules do not allow for edits to be made and cascade throughout the rest of the schedule, would be helpful if this worked both forwards and backwards - There are too many roles/rates that can edited on different levels. Ex. Selecting services when creating a new estimate vs. adding a service with the + button when in an estimate

Tracking project budgets against burn, and tracking staff time to multiple projects. It has been a huge benefit to see what each staff member is working on, and the amount of time it takes to complete. It is also very helpful to organize project budgets/estimates and timelines all in one place.

Dashboard summary of my active projects. Breadth of project reports that I can output. User friendly 'Estimate' setup. Docket 'Financials' tab - clean dashboard where I'm able to quickly access pertinent project details i.e. real time progress on tasked hours, spend to-date & invoicing to date. Project invoicing.

Adding 'Schedule' i.e. 'Old Edit View' vs. 'Grid View' (tasks) is a little clunky and repetitive. Not the cleanest interface.

Project estimating and billing. How integrated and dynamic the interface is.

It is very easy to make tasks and see the workflow.

Reporting is not always customizable in a way that works for small businesses.

Keeps us on track and now that our developers have adopted it as their daily driver, things have been running much more smoothly.

It works as advertised, in the vast majority of business cases it handles what we need it to do well, and is flexible enough that we can tailor it to our particular niche. We've been able to build a really effective new-business cycle with it too.

We put a lot of time and effort into building custom engagements with our clients, often trying to match how we bill to their needs or project structure. There's some situations where we have to use clunky workarounds to make it work - for example a monthly retainer with a budget cap (i.e., max 20hr/month for a year) that resets every month is a pain to set up.

We use it to manage our new business, solicitation, and cultivation cycles, client billing and project budgeting. It's really straightforward to use, and we've increased our net sales by about 20% last year because of it.

I most enjoy the timer function so I can track micro jobs.

I find some of the deeper features confusing.

We are more easily able to track time and assign dockets.

That fact that I can track my time via an app

the interface could us an update allowing greater usability

accounting for unbillable time

I like the ability to add time from a weekly view. I don't alway remember to start the timer, but this view allows me to add time easy and include some quick notes.

I don't like how I have to login everytime. I click the 'keep me logged in' radio button–but I'm always logged out.

The problem remains the same. Tracking hours so our clients know what we're doing.