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

By Neilon Technologies LLP

A Complete and 100% Native Project Management App for Salesforce

Free  

Never requires payment

Try It
Industries
Consumer Goods
Financial Services
Manufacturing
Business Need
Customer Service
Enterprise Resource Planning
Project Management
Requires
None
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

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!

  • Create Job/Audit Request

  • Import Mass Job Requests using Excel

  • Approve & Decline Job Requests

  • Convert Job Request To Job

  • Create New Job/Audit

  • Send Initial Job Notifications

  • Job Notification History

  • Job Client Categories

  • Worker Demographics

  • Create Job Note

  • Create Job Feedback

  • Send Job Report

  • Job Issue Assignment

  • Create New Invoice

  • Send Invoices To Payee

  • Send Invoice Reminders

  • Change Invoice Payment Status

  • Invoice Feedback

  • Review Invoice Feedbacks

  • Job Invoice Manager

  • Job/Auditor Calendar & Resource Management

  • Calendar Notes Manager

  • Staff Unavailability Manager

  • Create and Manage Corrective Action Plan

  • Create Job Company Bank Account

  • Create Customer Price Plan

  • Delete Job Client Categories

  • Job Notification Template

  • Job Invoice Notification Template

  • Set Approved Inspectors

  • Set Customer Restrictions

  • Record Access Logs

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Experience Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
Neilon Project Management/November 2025 4.1124.0
Listed On
07/08/2022
Latest Release
11/24/2025
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 34
Custom Tabs: 23
Custom Apps: 2
Lightning Components
Global: 41
App Builder: 7
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.729.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/08/2022

Additional Details

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

Need help?

Neilon Technologies LLP

Ahmedabad, Gujarat, India

We provide support from 9:00 AM - 11:00 PM IST. You can contact our support team by clicking "Email" link below or live chat with them from our website www.neilontechnologies.com Free setup with any subscription. Email & call support for paid customers.

Support Phone+91 9033608318
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