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Project Management (Project, Audit, Invoice Management Solution) by Neilon

A Complete and 100% Native Project Management App for Salesforce

Overview

Project Management is an easy-to-use native Salesforce app that helps with Customer Onboarding, Project Scheduling, Resource Planning, Invoicing & Billing with Multi-Currency Support Click "Get It Now" or "Try it" to start your free 30-day trial today!

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  • CUSTOMER ONBOARDING & JOB REQUEST MANAGEMENT Allows customers to create and manage job/audit requests Send quotations & auto reminders to customers Approve/reject requests & create jobs/audits for approved requests Notify on request status change

  • PROJECT PLANNING, SCHEDULING & JOB SERVICE MANAGEMENT Simplify project management by quickly defining prepaid, EOM, chargeable, free, on-site, and off-site services, creating jobs/audits, and assigning resources to perform these services of jobs/audits

  • JOB/AUDIT MANAGEMENT Create & manage jobs/audits for customers Send job/audit notifications to factory/customer View invoiced and uninvoiced services of jobs/audits Add job/audit notes Manage job/audit client categories Manage workers demographics

  • RESOURCE MANAGEMENT & CALENDAR DASHBOARD Allow auditors to check their calendar Allow coordinators to check their auditors’ calendar Add calendar notes for users or user groups Staff unavailability management

  • INVOICE MANAGEMENT (INVOICING, BILLING, COST TRACKING & CREDIT NOTES) Create, view, download & email invoices as PDF for completed or prepaid services Send automatic invoice reminders to the payee Record payments against invoices Multi-currency support

  • PROJECT AUTOMATION & EMAIL INTEGRATION Auto email alerts to customer and coordination team on job request creation & approve/reject job quotation Auto populate service fees for jobs using pre-defined customer price plans Project automation using FLOWs

  • ISSUES, CORRECTIVE ACTION PLANS & FEEDBACKS Create issues for jobs/audits Create corrective action plan for jobs/audits Write report feedbacks for jobs/audits

  • CUSTOMER PRICE PLANS & JOB CLIENT CATEGORIES Create and manage customer price plans & job client categories View job notification histories View access logs of jobs, invoices, and companies

  • 100% NATIVE SALESFORCE APP Built 100% on the Salesforce platform. Allows all the native Salesforce functionalities like triggers, validation rules, workflows, approvals, process builder, roles & profiles, custom fields, chatter, reports, and dashboards.

Project Management provides you with all that you need to manage your projects/jobs/audits effectively. Key features of the Project Management tool include: Customer Onboarding & Job Request Management Project Planning & Management Project Scheduling Job Service Management Job / Audit Management Resource / Staff Management Auditors & Coordinators Calendar Dashboard Add Calendar Notes for Users / Groups Invoice Management (Invoicing, Billing, Cost Tracking & Credit Notes) Define Set of Services for Jobs Create & Manage Job Requests for Coordination Team & Customer Send Quotation via Email Send Job Notifications Show Outstanding Invoices of Customers View & Download Invoices as PDF Email Invoices Automatic Invoice Reminders Record Payments of Invoices Multi-Currency Support Task Management Document Management Project Automation Using FLOWs Prepaid, EOM, Chargeable, Free, On-Site and Off-Site Services For Jobs/Audits Set Price Plans For Customers Manage Hotel, Transportation, and Other Travel Costs/Fees for On-Site Services Create Issues For Jobs / Audits Write Feedbacks For Jobs / Audits Create Corrective Action Plans for Jobs / Audits Reports & Dashboards

Categories

Business Needs
Customer Service
Enterprise Resource Planning
Project Management
Industries
Consumer Goods
Financial Services
Manufacturing
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile

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