RISE – Final Undertaking Supervisor is a multipurpose undertaking administration system. You should utilize it to handle tasks, shoppers, invoices, assist tickets, estimates, workforce and lots of different functions. It’s appropriate for various kinds of organizations, freelancers and particular person customers. RISE is quick and simple to make use of. It incorporates all important instruments to handle your online business.
- Initiatives RISE makes undertaking administration a lot simpler. Monitor the duties of various workforce members, observe time on every duties and get timesheet. Ship invoices for the tasks to your shoppers and get cost on-line. See auto calculated undertaking development. Add totally different milestones and meet the deadline. Talk about on the tasks and get shopper suggestions.
- Duties Add duties to your tasks, assign to workforce members and add a number of collaborators. Set deadlines, test standing and exercise logs. Group members can remark and fasten information. Point out customers in feedback and get instantaneous notifications. Simply create a number of duties and clone comparable duties. Handle duties by record and drag & drop in kanban view.
- Recurring duties Create recurring duties routinely by cron job. If you want to do identical sorts of duties after each sure time, then set the recurring duties. It permits to set totally different time period to create duties.
- Estimate requests Create estimate request kinds in response to your providers and get estimate requests from leads and your clients. It helps to get extra tasks and discover potential shoppers.
- Estimates Ship estimates to your shoppers primarily based on their estimate request or the service you present for them. Ship estimate e mail with pdf and get approval out of your shoppers. Create tasks from the estimates and convert the estimates into invoices.
- Invoices Add your customized invoices and ship e mail with hooked up bill pdf to your shoppers. It helps totally different forex for various shoppers. Get information of your invoices and filter by totally different statuses.Set a number of taxes within the invoices. Change the bill shade and brand to match along with your model. Set customized footer within the pdf for extra info.
- Recurring invoices Set recurring invoices to auto generate month-to-month, yearly or totally different time durations invoices. Ship the invoices routinely and cut back additional work.
- Funds It assist on-line funds by way of Stripe, PayPal and Paytm. You’ll be able to allow or disable the partial funds possibility. It generates cost affirmation notification and mark the bill paid routinely.
- Shoppers Handle your clients and the contacts of the purchasers. You’ll be able to permit to register clients or add your clients manually. Get the element details about contacts, tasks, invoices, funds, estimates, estimate requests, assist tickets, important information, occasions and notes for every shoppers. You’ll be able to permit your shoppers to make use of the shopper portal. Every shoppers will get particular person dashboard to see their tasks, invoices and different info. Let your shoppers followup the tasks and get suggestions immediately. Set permissions for the shoppers to restrict their entry.
- Chat with clients You’ll be able to talk with shoppers by way of messages and chat. Set the permissions that which workforce members can talk with shoppers. See on-line standing of your shoppers.
- Chat with workforce members Ship direct messages to your workforce members. Create a number of conversations primarily based on totally different matters. Cut back ready time for suggestions and make undertaking administration extra quicker.
- Leads Handle potential clients and followup their standing. Auto acquire leads type public estimate request. Add notes, information and occasions, simply convert leads into buyer with all present info.
- Help tickets Let your shoppers to create assist tickets and get notifications by net and e mail. Auto generate tickets from buyer emails. Assign tickets to workforce members, reply feedback with attachment. Mange buyer assist in a single place.
- Bills Observe all of your bills and get tasks and workforce members value overview. Test bills of various classes and examine revenue vs bills. See revenue bills chart of various time durations.
- Information base Create information base articles for you shoppers and mange customized assist extra effectively. Create totally different classes for information base and let the purchasers resolve their issues with out asking for assist.
- Assist articles Create inside information base to your workforce members. Add totally different articles for various kinds of guidelines and data. Solely workforce members can entry the assistance articles.
- Group administration Add your workforce members and set totally different roles for various members. Handle their accounts and get general info at a spot. All workforce members can entry their dashboard primarily based on their permissions.
- Occasion calendar Create your private occasions record and share occasions with workforce members and shoppers. Combine google calendar and keep synced. See upcoming occasions in dashboard.
- Notes Retailer your personal notes and fasten information. Add helpful tags with notes and discover simply. Create public notes for tasks and let entry to the undertaking members.
- Bulletins Create bulletins to your workforce members and shoppers and publish on their dashboard. It helps to tell about any discover simply with others.
- Timeline Share concepts and paperwork along with your workforce members. Add important hyperlinks and information to enhance your workforce progress.
- Time playing cards Handle attendance of your workforce members by the point playing cards. You’ll be able to set IP restrictions for time playing cards entry in order that workforce member can’t log the time from outdoors of workplace.
- Leaves Handle your workforce members go away functions. Test complete numbers of go away taken by every workforce members. Add totally different go away classes. Approve or reject go away functions. Set supervisors for various workforce or workforce members.
- Private todo record Create your private todo record and handle your work extra effectively. Don’t neglect to do any essential job and keep targeted on every day work. Every workforce members and shoppers can add their private todo record.
- Notifications Get notifications for all essential actions together with job creation, feedback, tickets, messaging and so forth. There are 2 forms of notification. You may get the notification within the utility and likewise in e mail.You’ll be able to allow or disable all notifications and set who’ll get which notifications.
- Push notifications Get actual time notifications in your browser utilizing pusher.
- reCaptcha Add additional layer of safety by including google reCaptcha in all login kinds.
- Combine google drive You should utilize google drive as a different storage. All information you add utilizing the appliance will likely be saved in google drive.
- A number of dashboard Add a number of dashboard utilizing many predefined widgets. There are various kinds of helpful widgets which you should use to your various kinds of dashboards. Design your personal dashboard structure by drag & drop the widgets. Add your customized widgets. It helps to incorporate third occasion embedded widgets like as climate widget.
- Function customization Allow/disable the modules in response to your wants. There are many options and it’s possible you’ll is not going to have an interest to make use of all of them. You’ll be able to simply disable the pointless options.
- Multi language assist Translate the appliance to a number of languages by altering single file. Test the pattern information for the interpretation in GitHub.
- Exercise logs Get the main points about workforce members actions in numerous tasks. Monitor the whole lot what your workforce members doing and keep updated.
- Customized e mail templates Replace all e mail templates and add your customized design and content material. Simply change the textual content from editor or full supply code.
- Customized fields Add customized fields with shoppers, Shoppers, contacts, leads, tasks, duties, workforce members, tickets, invoices, occasions, bills and estimates and save extra info in response to your want.
- Customized model Add your customized css and alter the design. Use totally different shade sample or copy any shade plate to make your personal.
- Set up Set up may be very easy and you may set up the updates with a single click on from Settings>Updates web page.
- Usability RISE construct by Codeigniter 3.1.10. It’s quick and simple to make use of. All UI designed to offer you a fast navigation. We described a number of of RISE right here. There are various extra within the demo…