Search Clients, Contacts & Jobs(Projects)
In AbtracOnLine you can search and quickly access a range of job(project) related data from Clients, Contacts & Jobs >>...
Jobs & Projects
How to stay on top of all aspects of your projects, including proposals, charge rates, budgets, teams, tracking and analysis.
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Managing Sub-Consultants
You can use sub-consultants in Abtrac if you outsource work to third parties, and need to manage them over the... -
Using Work Items to Track Deliverables and Quality Assurance Standards
Work Items are a list of things to do on a job. They are lower than tasks, (aka stages or... -
Job Dockets (Abtrac 3rd Party Sign Off)
In Abtrac you can set up a third party sign off for a job if required. This feature comes useful... -
Current Proposals Outstanding widget
The Current Proposals Outstanding widget provides a dashboard summary of active and outstanding proposals in Abtrac, including proposals created and accepted in the last 30 days. View outstanding proposals, proposal follow-up dates and contacts, follow-up employees and notes, and access detailed proposal information. Learn how to set follow-up dates, review outstanding proposals, and convert accepted proposals into confirmed billable jobs.