To generate a quote or an invoice is a breeze in Skylight. Most of our customers love the fact that they can manage sales, projects, tasks and contacts, but also that they’re able to create quotes and invoice clients all in one system that sings and dances with interlinked data.
We get requests from customers asking if Skylight will work for their business or if they need project management at all? Well, the thing is, you are already managing projects through your sales, customer interactions, major milestones or planned goals. Here are few thoughts and ideas on how to do this for your business.
Instantly know which invoices are overdue and need to be followed up on. Produce company-wide debtors statements for outstanding invoices split between what’s due today, 30, 60 or 90+ days from now, keeping your business accounts in shape along with your projects and time billing.
Picture this: You use Skylight to break up a larger, upcoming, project into smaller tasks. Then you assign these Tasks to yourself(default) and your colleagues. Throughout all this process you used the task timer to track your hours. After the job is complete you would now want to take those logged hours and use them to create an invoice in order to receive the payment for your work.
Freelancers and Small Business using Skylight will now have the chance to generate accounting statements for their project, or client, or better yet, the whole business. These statements will enable you to fill in the gaps quicker so you can send out your client accounting information in a timely manner. For example, say you want to find out an up to date outstanding balance for a specific client.
When comment is posted in Skylight project a notification is sent from Skylight to everyone involved. In this notification you get a link to click and view posted comment back in Skylight App. Most of the time, you just want to respond to that comment by email.
Skylight teams been busy adding small and some large changes. Some of these recent updates include speed improvements to Projects, Contacts, Stages and Milestone views, Google maps for addresses, Hover-on options to see related data, Increased Social integrated CRM and more....