Abtrac Job/Project Templates allow you to create templates that contain information from Abtrac such as client, job/project and task details that can be intertwined with other information, such as your proposals or mail merge type documents.
How it works is you create the different report types that you use i.e. proposal, letter of engagement etc., and within those reports, you add different sections with the required information.
Simple, fewer pieces of information to load means you will have a faster system.
Screens such as the searches, timesheet entries, invoices, and some reports all load with the current data that is available in the system, so it’s pretty straightforward to think that making items non-current will give you a quicker response for all these pages.
When you set up Abtrac we recommend you create a non-billable client for your own company.
For this client enter all the administrative and leave jobs that your staff may use, and any projects that you’d like to track time against.
When creating proposals or letters of engagement you can use Abtrac to populate your letter details. Including outlining your budget, and breaking down the project into tasks (or stages). These fee estimates and other Client and Job details can then be mail merged to a template document and sent to the client.