How it works
The SoloManage process represents a flow of work from the creation of a client to the preparation of an invoice.
There are five main areas in the process, represented in the top menu bar of the software:
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provides a simple process to arrange this flow of work, from client contacts, through project management, to final billing.
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Record details for each of your clients, with automatic summaries of all active and completed projects, billing and transaction history and company details. |
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The focal point of projects. Includes information about tasks, scheduling, expected billing. Allows files and documents to be added to the project detail. Control project membership. Create templates for projects. |
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Set task start and end dates, allocate responsibilities, track time. Generate work programmes. |
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Record time spent on tasks and non-billable work, Automatically calculates utilisation and chargeable time statistics. Generate timesheets in either Microsoft Word ™ format, or as a Microsoft Excel ™ spreadsheet. Includes editable document templates. |
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Highlights unbilled costs and progress billings. Choose to bill time, or carry forward.Billing in a choice of currencies. |
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