Jobs & Projects
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All you need to manage professional service projects, from simple three day jobs to projects lasting months
Fully featured job tracking & project management, built to handle the flexibility needed by service professionals. Manage projects, budgets, time & tasks with confidence & ease, all in one place.
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Milestones & Business Processes
Managing projects and jobs in a professional services business is a balancing act between structure and flexibility. Without business processes, the success of a project comes down to individual experience and luck. With too much structure, your staff can't deliver the intelligent, responsive and high quality service to delight your clients.AffinityLive strikes this balance carefully, because it has been developed specifically for the professional services sector. By defining high-level project milestones and critical business processes, with different milestones & processes for different job types, you can achieve service consistency and manage risk without unnecessarily constraining your skilled and creative staff.
Components, Budgets & Gantt Charts
AffinityLive supports the project management features you'd expect - tasks, dependencies, budgets, resourcing and durations - yet has been simplified to focus on the needs of professional service businesses and their staff.With stored templates to make it easier to run frequent or common projects, real-time gantt charts and budgets so you can manage the project as it unfolds and the ability for staff to split components and share tasks with their colleagues, AffinityLive has all the tools you need to manage a professional service project, and none that you don't.
Integrated time logs, approvals & billing
Time is money. This is even more true for professional service businesses, where staff costs make up more than 80% of the operating expenses. AffinityLive has been built so staff can easily report the time they spend working on various projects, and so managers can easily track time to budgets.Additionally, AffinityLive has powerful approval, editing and allocation tools to make the review and approval processes for time as quick and easy as possible, and by integrating billing directly with job tracking, you can make sure you get paid for the work your business actually does.
Capture emails, meeting notes & docs
Even simple projects can involve dozens of emails between staff and clients. Multiple versions of documents, designs & deliverables are generated, and if you're not careful this critical information can just disappear. To make sure your project team doesn't miss anything, AffinityLive automatically captures all project related emails against the relevant job in a central, searchable system.Project staff can also use AffinityLive to schedule appointments (which ties in with their calendar), record their meeting and call notes, store their important documents directly against a job, ensuring nothing is lost.