- Projects & Milestones
- Tasks Lists, Tasks & Time Logging
- Files – Word, Excel & Media
- Invoices & Quotes
- Contacts, Teams & Clients
- Dashboard & Widgets
- Schedule & Budget – Calendars
- Rates
- Custom Filters
- Tags
- Customisable User Groups
Project Management, Time Billing & Invoicing
Meet projects on time and budget, increase collaboration
Collaboration and multitasking are two big buzzwords in today’s business world, where robust project management tools can help bring teams together and get tasks completed on or ahead of schedule. Using Skylight’s intuitive, web-based project management solution, you can distribute and track tasks that result in overall project completion – from the office, or from a remote location.
Gain better control and accountability, and complete projects within specified timeframes and budgets, with ease. Set milestones, create stages, book resources, track tasks and more with Skylight’s full-featured project management solution. This all-encompassing system also lets you develop quotes and invoices, and automatically calculate billed time, and notifies you of booking conflicts for resources, whether it’s equipment, people (recruitment), locations or service.
- Project activity feed keeps you up to date on everything that’s going on
- Set milestones, add commenting and finalize those milestones
- Stages segment your workflow into manageable tasks
- Schedule resources, equipment and people
- Track time and billing
- Visual progress bars on the project, stage and milestones
- Manage tasks and task lists
- Create discussions and comments at every level
- Project calendars provide week, two week, month and day views
- Keep all files and communications organized by project
- Create quotes, purchase orders and invoices
Manage Tasks across your Team, Projects & Contacts
Making up schedules and tracking their progress is an art that most business professionals don’t have time to master. The larger the project, the more complexities there are to impede overall progress. Skylight’s Tasks and Time Logging function helps you avoid these challenges by assigning tasks to your team and grouping projects based either on stages or bookings.
Improve visibility and accountability with Skylight’s simple CRM. Create tasks for your contacts, and tags for task grouping, and then filter those groupings to gain even more defined access to selected task groups. Every task includes a timer that starts when you begin working, and is paused when you move to another project. When the timer is closed, Skylight logs the total hours or minutes spent on the task, and then relates that billable time back to the specific project.
- Assign tasks to projects, contacts, stages and bookings
- Task lists to group tasks, drag and drop to organise
- Mark priority and completion dates
- Use tags to create your customized groupings
- Use priority to manage schedules
- Search, filter and track tasks
- Log Time for each task using a simple start and stop timer
- Create estimates for each task, then log actual time taken to complete those tasks
- Turn the timer on and off for tasks
- Log notes for each occurrence of logged times
- Import tasks from CSV or Excel
Edit, Share, Comments, Annotate on Images, playback Audio & Video Support
Your company’s valuable data and information is stored in Word and Excel files that aren’t always easy to search through and access. Maybe you are looking for a specific piece of customer information, or in need of customer input on a document via Google Docs. Whatever your need, Skylight will put the information at your fingertips quickly, and without hassle.
Skylight gives you unprecedented control over your important files. Attach a CV for a contact or use Google Docs or Google Apps to create and collaborate in real-time, all in a format that’s completely integrated with Skylight. See live previews of images uploaded in JPEG, PNG and other supported formats, and collaborate remotely with clients and team members using the annotation tool.
Create, edit, collaborate, annotate and approve
- Create, edit and import Google Docs files
- Associate files with projects, contacts and resources
- Upload any file to your Skylight account
- Annotate JPEG, GIF and PNG images, and see previews
- Upload, share and play video & audio files
- Tag and filters files to create custom groups
- Search across files contents
Accounting doesn’t need to be taxing
If repetitive data entry, invoices and quotes on various document and excel files are a normal part of your daily routine, it’s time to bring Skylight in to your business. Significantly reduce repetitive data entry using Skylight’s invoicing feature, which helps you avoid the high cost of tracing data between disparate project management and accounting systems.
Create invoices, quotes and purchase orders, and then trail that information from individual projects or access them directly from the accounting module. Skylight’s single-entry approach helps you save valuable time for yourself and your team, while also reducing administrative overhead.
- Generate customized accounting reports
- Use your company logos and customized header and footers
- Import accounting codes from your favorite accounting package
- Tag and filter to generate customized groupings
- Reorganize line items using simple drag and drop interface
- Create and import custom tax codes, discounts and your rate card
Accounting Templates
When you need to recreate similar invoices and quotes over and over again, it’s best to use templates. This is particularly true for invoices, quotes and if you use purchase orders for suppliers then this is the best way to create customised looks.
Contacts Management is Made Simple in Skylight
You can’t afford to have a half-baked contact management system in this competitive business management. Meaningful conversations with customers and prospects are easy to track and review with Skylight’s Contact Management solution, which ensures that you’re always prepared with the most recent emails, meeting notes, task reminders and social networking profiles in one, streamlined system.
Skylight’s complete set of contact management tools extend across your entire enterprise, and at a fraction of the cost of complex software or expensive hardware. Every contact has its own activity feed, making it simple to pull up the most recent history related to a specific client or prospect. Skylight goes beyond the basic “phone number and address” fields to include social networking contacts, putting you one click away from a contact’s Twitter feed or Facebook page.
Manage Clients, Suppliers, use it for Recruitment & talent management, create associations between contacts keep centralized all contact information in one accessible place.
Essential tools to increase value beyond CRM
- Keep track of clients, suppliers and related projects
- Organize contacts by tags
- Create relationships between contacts
- Give clients, teams and contractors access to Skylight
- Use Skype, IM, Twitter and other social media networks to connect with clients
- Create tasks for contacts (i.e, call back)
- Use filters and tags to easily create contact lists
- Filtering contacts list by number, email, country and post/zip code
- Input comments for all contacts
- Organize all files and communications by contact
- Use the accounting tab to track invoices, quotes and purchase orders for each contact
All key areas of Skylight are at your finger tips
In today’s fast-paced business world, you don’t have time to sift through layers of menus and buttons to get to your important information. Skylight’s dashboard widgets guarantee that you won’t waste precious minutes searching for information that should be right at your fingertips. Manage your entire day, week or month from your desktop, and gain an edge on your competition by being the first to respond to clients in an intelligent, informed manner.
Skylight’s dashboard is completely customizable, and keeps valuable information right in front of you. Projects, contacts, resources, tasks, files, invoices, schedules, and project activity are just a click away. Switch the sections or “widgets” on and off, drag and drop to reorganize them, and sit back while Skylight remembers your preferences.
Use Skylight to gain control over every bit of data
- Drag and drop to reorganize widgets
- Switch widgets on/off
- Most recent items at the top of the list
- Quick search feature allows fast access to pertinent data
- All widgets have a quick search feature
- Create projects, tasks, contacts and milestones right from your dashboard
Dashboard widgets list:
My Projects, Contacts, Activity, My Bookings, My Tasks, Resources, Comments, My Invitations, Bookings, Files, Milestones, Stages, Invoices, Quotes, Purchase Orders
Schedule & Book People, Equipment & Share Calendars
You’re working on a big project and you need to book a conference room and rent equipment for a special event. You can’t afford to let anything slip through the cracks, but keeping track of all aspects of the project is virtually impossible to handle manually. That’s where Skylight’s Resource Scheduling services come in.
Imagine being able to schedule any resource, at any time, across your entire company. Skylight’s Resource Scheduling manages just about any resource, whether it’s company-owned laptops, a fleet of vehicles, or a meeting room. Efficiently schedule and manage every single organization resource, create and track projects, use your rate card to generate quick invoices, and much more.
Book people, equipment, locations and services
- Automatic verification of resource availability and conflicts
- Use preset rates to easily add costs and charge for each booking
- Use quantities, date range or time logging to calculate cost and charge
- Use drag and drop to adjust dates of each booking
- Assign roles tags to each booking
- Assign preset rates for cost and charge amounts
- See all bookings from the resource or project point of view
- Generate custom reports
Make it easy to analyse costs and profits for any project
With Skylight you can assign rates for your services, resources, contacts and roles or set default rates for certain clients.
So when you create billable time or quantity items on a project i.e an expense item, resource and contacts event that you will like to invoice, Skylight will show you related rates. Rates are split between cost to your company and what you charge to the client, making it simple to see what your profit margins are, across your project.
- Specify client or contact related rates
- Split between Cost & Charge
- Resource & role based rates
Customize all list views of Projects, Contacts, Resources, Tasks, Files & Accounts
If information overload has made pertinent data nearly impossible to locate, let Skylight solve the problem with its custom filters. Reduce the amount of time spent trolling through contact lists and project lists, use filters to organize list views, and create and track item names, tags, modification dates and statuses.
Skylight’s customized fields allow you to develop filters and quickly gain access to groups of records. Control your data even more efficiently by combining filters with tags, and by using saved filters that are available to your entire team in a shared, customized environment.
- Create a limitless number of customized saved filters
- Generate customized groups for item lists and access them quickly
- Use Tags & Filters to generate customized groupings
Create Your Own Organizational System, Custom Tags & Tag Categories
You know how to organize information in a way that makes sense for your business and industry, but you don’t have the time to do it. That’s where tags come in. By applying Skylight’s tags to contacts, resources and projects, you can use this useful widget to filter and match projects to resources in an intelligent manner. Similar tags are sorted into “groups” for quick organization, and to enable fast searching and access at a later date.
Example of tag groups:
Software packages
Microsoft Excel
Adobe Photoshop
Adobe Illustrator
Maxon Cinema4D
Tasks
Today
This week
Some time
When I get time
CRM
Prospect
Hot Contact
Don’t bother
Newsletter
Broadcast Technologies
HD
SD
PAL
NTSC
Full Control Over Access Permissions
Knowing who has what access to what information is critical for any business using web application for collaboration with internal teams, external contractors and clients.
Business needs are always evolving and today’s requirements might not work tomorrow: some want clients to have access to projects alone; some will need clients to create tasks on the projects; and some need varying levels of access for the internal team, i.e. a junior might not need access to invoices. In some cases freelancers or contractors are actual project managers and will need to see the financials and accounts to better manage projects and teams. All this and more is in your total control.
“Switch” – for the peace of mind and security
As a business owner its important to know who accesses to what data, its important to know what each preset does. We have solved this by creating a way for admin users to switch user profiles and see what the user will see if they login to the company account.
