Abtrac Project Templates (Proposal Documents)
Abtrac Job Templates are also known as Proposals, Fee Estimates, and Mail Merge Documents. They allow you to create editable...
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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Cloning Jobs (Duplicate projects)
Cloning jobs or projects in Abtrac helps you quickly create new projects based on existing ones, saving time and ensuring consistency. This is useful for setting up similar jobs for different clients or repeating project structures. Simply go to the job details page, select the cloning option, and customise the new project as needed. You can adjust client details, budgets, and task allocations before finalising. -
Cloning Tasks/Stages/Phases
A Job/Project Task is the bit of the job you are working on – and can budget against. Sometimes they... -
Managing Project Numbers
Project Numbers in Abtrac can be as complex or as simple as your company requires. Project Numbers are managed in two locations from the Administration Settings screens. -
Search and Track Projects with Google Maps
The Google Maps integration allows you to link and track your jobs spatially. It lets you pinpoint the longitude &...