Improvements

To be able to add part or all of the payroll to projects just as other documents can be added to be able to charge labor costs in a way other than the attribution of time records

This document includes materials that have been used for a repair or service. Stock will be deducted from the materials or spare parts used without having to assign a product to be manufactured or stored. This part can then be converted into a quote or sales invoice. Be able to have a document that you can customize with certain fields filled in by your employees and that the customer can sign.

Be able to create a form that the customer or contact can fill out. This form could appear on the customer portal so that the contact could fill it out and the user could organize more directly the tasks requested by the customer.

Actions such as assigning tasks to a user, tagging them, changing the status or type of task

To understand the workflow of work teams throughout the year and possible interferences between some projects and others.

Be able to create a project based on a sales or estimate document.

To be able to view in the billing documents also the proforma and packing slip documents associated with the project.

We currently don't have a forecast report per user, either for cost or time vs. the hours allocated to that user's project.

When creating a task, you can indicate that it links to the calendar section. Since the calendar has a box where you can see the tasks you are assigned, this way you have a calendar synchronized with all the events and tasks you have to perform.

Be able to view the messages that are sent by e-mail on the Holded CRM opportunity cards. This way, all the actions that are taken on a possible opportunity could be tracked.