
We were searching for a solution that provided full integration from proposal creation through execution through time-tracking and billing -- this was our choice as of 2011 and we've continued to grow and develop along with the platform. They've come a long way,so have we. Best features are:
● Robust Services feature - pro, does a lot of what we require
● Schedule Templates - provide standardized building blocks for scoping & estimating
● Time Tracking - several options for time tracking to address individual user preferences
● Forecasting - good visibility to future demand by hours/service group/revenue Review collected by and hosted on G2.com.
Inherent with any software are the "nuances" that make you question the rationale for why things are set-up the way they are. The primary ones for our team are:
● Robust Service Features - high administration requirement - the learning curve is real
● Too many clicks for some functions - general U/X could continue to improve Review collected by and hosted on G2.com.
Thanks for your feedback, James. We appreciate you taking the time to share it with us!
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