Projects & tasks
Track projects, tasks and installations from start to delivery
Manage progress, open tasks, technicians, service orders and installed equipment in one clear project view. Everyone knows what is completed, what remains open and who is responsible.
- Live project progress
- Tasks and responsibilities centralized
- Service orders connected to the project
- Installed equipment recorded
Project management
One clear view for every project, task and responsible person
See active projects, open tasks, assigned team members and the upcoming deadlines. Managers immediately know where follow-up is required.
- Open, running and completed projects
- Open tasks and assigned team members
- Clear progress for every project, based on tasks done
- Phases and milestones, if your organisation uses them
- Overdue and unassigned tasks immediately visible
12
active projects
34
open tasks
8
completed
2
overdue tasks
Projects
HVAC Installation — Antwerp
68%AssigneeThomas Martin
Due date15 Aug 2026
Electrical Panel — Brussels
35%AssigneeSophie Renard
Due date2 Sep 2026
Emergency Lighting — Leuven
10%AssigneeJulie Dubois
Due date30 Sep 2026
Project timeline
- Planned1 May 2026
- Installation15 June 2026
- Delivery15 Aug 2026
Deadlines, quotes & invoicing
Keep planning, quotes and invoicing connected
Track each project's deadline, progress and hours. Create a quote from the project, start a project from a confirmed sales order, and invoice the linked interventions like any other intervention.
- Project deadline and upcoming deadlines visible
- Progress and hours on every project card
- Quote created from the project
- Project created from a confirmed sales order
- Linked interventions invoiced from the intervention
From project start to delivery
Keep every step connected in one project workflow
From the initial plan to the final service order, tasks, interventions, installations and quotes stay linked to the same project.
- 1Create the projectRecord the customer, location, installation type, lead technician and planned dates.
- 2Assign tasksGive every task a technician, a deadline and a priority.
- 3Complete the installationTrack execution and register installed equipment.
- 4Follow service ordersConnect interventions and completed work to the project.
- 5Monitor progressTrack open tasks, overdue tasks and deadlines.
- 6Deliver and invoiceMark the project completed and invoice through the sales order or the linked interventions.
Project management for service companies: knowing where a job stands, task by task
After a two-hour call-out you know where you stand. On a three-week job with four people, a late supplier and tasks waiting on each other, nobody can see any more what is done, what is stuck and who has to do what.
Tasks with an owner and a deadline
A project is split into tasks: technical visit, material preparation, delivery, installation, test, customer training, final report, invoicing. Every task gets a technician, a deadline and a priority.
The technician sees their tasks in the app and marks them started and done, offline included; the project's progress follows at the office. Tasks that are overdue or still have no technician are counted separately, so you do not have to hunt for them.
Interventions, installations and quotes on the same project
You link interventions to the project or to a task; the customer's installations and quotes belong to it too. From a project you create a quote, and a confirmed sales order can start a project itself.
Every project card shows progress as a percentage, the number of tasks done, the deadline, the hours and the team. A project budget is not tracked: what you see is where the work stands, not what it earns.
Who this matters to
- Installers running multi-day projects alongside service work
- Businesses whose projects start from an accepted quote
- Teams whose technicians switch between projects and call-outs
Frequently asked questions about projects and tasks
Do technicians see their project tasks on their phone?
Yes. In the app the technician sees their tasks with the project, the type and the deadline, and marks them started and done. Those changes work offline too; the project's progress follows at the office.
Can we see mid-project whether the budget holds?
No, a project budget is not tracked. What you do see while the work runs: progress based on tasks done, overdue tasks, the deadline and the hours.
Can a project start from a quote?
Yes. From a confirmed sales order you create a project linked to the order, and from a project you create a new quote, for example for extra work.
Bring your service operations together in one system
Discover how Service Suite fits your team, workflow and growth plans.