A job is not a standalone task; it belongs to a customer with a history. Projects in ProPortalBusiness sit on the customer record, carry their own costs and notes, and roll up into invoices and reports.
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Create a project against a customer and it appears in their history alongside quotes, invoices and files. Six months later you can answer what was done, when, and what it cost.
Add materials, subcontractor payments and other costs to a project and see the margin rather than guessing from the invoice total. Costs can also be added while raising an invoice.
Jobs can be scheduled in the calendar with email reminders to the customer, worked through, then invoiced from the same record without retyping details.
