Milestones, tasks and daily reports for the team. Progress, approvals and a chat for the client. One project, two views, nothing copied between them.
Deal won → Project → Team → Tasks → Daily updates → Client approval → Invoice
Projects, tasks and the team's daily reports side by side. A manager sees who is ahead, who is stuck, and what the client is waiting for.
Every person's report, built from their tasks and their timer, arrives at the end of the day. Managers read it in one place.
The team works from PT Connect: today's tasks, the timer, the project chats and the daily report, on Android, iPhone and the web.
Yes, in the PT Connect app: progress, milestones, updates and a chat with the team. They never see the team's internal chat.
When a milestone is ready, the client approves it or asks for changes from their phone. Both sides see the same history.
No. "Fill from my day" writes the report from the tasks finished and the hours on the timer; the person checks it and sends it.
Yes. A won deal becomes a project, and the project's invoices are raised and paid on the same platform.
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