Quotes and Invoices

Quotes and Invoices

Take a Tour

JForce offers all the features of other project management systems plus more. With the JForce project management extension not only are you able to manage all aspects of your projects but you can also manage support tickets and bill clients easily through the fully integrated billing system. Explore the areas of JForce below to see how powerful it is and how it can help your business.

Dashboard
Projects
Quotes & Invoices
Documents & Files
Discussions
Time Tracking
Milestones & Tasks
People & Companies
Employee & Client Access

Dashboard

Where it all begins

The dashboard gives you immediate access to items that are the most important for you to see. Start by looking at upcoming events that you have for the week. Then you can quickly see any new messages in the system that might need your review.

Starred Items

The dashboard also allows you to quickly access items that you have starred. Your starred items can easily be identified throughout JForce by the orange star icon. Clicking on the star toggles whether or not the corresponding item is starred by you.

Bottom Line:

The dashboard shows you everything you need to know about!
Projects

Project List

You can quickly see all of your projects as well as a progress meter indicating how many tasks and milestones within each project have been completed. Status and alphanumeric filters allow you to quickly filter projects. The Quick Jump field will take you straight to the overview of the selected project.

Project Specifics

The project overview shows you all the details about a specific project. View upcoming milestones and recent activity for the last several days. Project Leader, Client Company, start date, project status, and all people on the project are displayed. Grab an RSS activity feed, download an iCal file, or link to a calendar for the project.

Bottom Line:

Projects are the central focus of JForce; they bring it all together.
Quotes & Invoices

Quote Specifics

Send your clients a quote with detailed information on services rendered. You can apply tax and discounts to services individually. If you need to bill for a service that is not in the system, simply type in the name of the service and a modal window will pop up allowing you to create a new service on the fly. Optional Invoices will be generated automatically when the quote is saved.

Automatically create as many invoices as you want based on a quote!

Invoice Specifics

Invoices can include services and/or times from the timetracker. This allows you to bill for any time marked as billable on a project. JForce comes standard with PayPal and Authorize.net payment options. We also include a payment gateway plugin system to allow you to use the merchant you are most comfortable with.

Bottom Line:

JForce allows you to quickly and easily collect payments from clients!
Documents & Files

Document List

Documents are a great way to provide files associated with a project. Users can upload files directly to the document repository of a project. Any attachments on tickets or comments will also appear in the document list. You have full control over which users can create and view documents in JForce.

Document Specifics

All details concerning a document are shown on the overview page. If a document is an image file, you will also be able to see a preview without having to download the document. Users can upload new versions of any document, provided they have the appropriate access permissions.

Bottom Line:

Documents are a central hub for all files within a project.
Discussions

Discussion List

JForce keeps your users in the loop by allowing them to engage in discussions. Discussions provide an excellent way to share information on a project. Users can attach images and documents with their replies that will be visible to anyone with access to view the discussion.

Discussion Specifics

Discussions can be marked private so they are only viewable by certain users. As with other project items, you can star discussions that are important to you to place them on your dashboard for quick return. Starred items stand out in the list view to draw your attention.

Bottom Line:

Discussions provide a way to collaborate with a group within a project.
Time Tracking

Time Specifics

We feel that time tracking is an important element in any substantial project management system. With time tracking you can see how much time each employee is spending on a particular task or an entire project. Marking time as billable will allow you to add the time to an invoice.

Time Reporting

Reports can be run on times to see specific times for a variety of configurable options. This puts you in control of your reports and allows complete customization. Easily export times as CSV to be imported into other programs.

Bottom Line:

Time tracking and reporting provides excellent insight into a project's flow.
Milestones & Tasks

Task List

Tasks provide a way to establish actual items that need to be done to complete a project. Tasks within JForce have several options that make them outstanding. You can categorize tasks, associate them with milestones, and immediately assign time to a task, just to name a few. Send a reminder or mark a task as complete with a single mouse click on the list view.

Task Specifics

Assign users to a task at any time. Keeping your employees accountable is as easy as clicking the "Remind Assignees" link to email them a reminder. Associating time with a task allows you to track the time taken to complete the task and bill your clients more accurately.

Bottom Line:

Tasks provide a way to delegate work within a project.
People & Companies

Person List

Each person in JForce belongs to a company and their account is integrated seamlessly with the standard Joomla! user system. Access roles give you full control over what each person can see and do within the system. Your project information will remain secure regardless of a person's Joomla! user level.

Person Specifics

The person overview displays details about a user as well as an optional profile picture. JForce people can keep their contact information up to date and upload a picture of their choosing. Allow a person to manage their own company, by simply assigning them an access role with Company Only and Create level for companies.

Bottom Line:

JForce people are integrated with Joomla! and have custom access roles.
Employee & Client Access

Assign Roles Easily

Quickly assign roles to users (both employees and clients) from the company or person page on the front side of the website. JForce will AJAX assign the role and update their permissions all without you ever having to leave the page.

Create Specific Roles
JForce lets you setup your user access roles exactly as you need them to be. With an incredible amount of flexibility you can define the perfect roles for your business.

Bottom Line:

Create highly-customized access roles and easily assign them to both employees and clients.