Service firms: projects, helpdesk and the client portal
Service firms: projects, helpdesk and the client portal
For IT firms, agencies, consultancies, repair shops, and Kaydro itself.
- Quotations become orders; confirming an order starts the project from the service's template, with its tasks and planned hours.
- Projects: hours logged and approved, billed by time or by milestone; expenses paid for the client ride back at cost on the next invoice; nothing is billed twice; profitability per project and per client in Reports.
- Helpdesk: tickets with a first-reply promise and a resolution promise; time on tickets billed at the team's rate.
- Retainers and subscriptions raise their invoices themselves.
- The client's own page: quotations to accept and sign, invoices and the balance, their jobs, their tickets.