Project Management

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Comprehensive Project Management Software for

ZenTrades’ Project Management Module offers a robust framework to streamline large-scale project tracking across HVAC, Plumbing, and Electrical trades. From phase creation to visit scheduling and milestone-based invoicing, ZenTrades ensures a smooth workflow for complex service jobs from beginning to end.

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AI-Powered Platform For All Operations And More

Segment large service projects into manageable phases, enabling teams to track each phase’s progress in real time. Gain a comprehensive, organized view of project milestones to ensure consistent and efficient progress.

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Centralize all project-related tasks, documents, and proposals for seamless management. Quickly access estimates, invoices, and essential paperwork to maintain accurate records, ensuring compliance and accountability.

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Generate invoices at the completion of each phase, keeping revenue steady and providing clients with transparent documentation of work completed.

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Track labor costs, materials, and other expenses directly within each project phase. Compare budgeted versus actual costs to maintain profitability and budget control throughout each project.

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Attach essential notes, certificates, reports, and documents at both the project and phase levels. Ensure quick reference during audits or customer inquiries with centralized documentation.

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Features That Help Your Business

Generate detailed financial reports, profit/loss statements, and project progress analytics. Keep stakeholders informed and ensure effective project oversight through in-depth analysis.
Allocate and track budgets for each project phase, preventing overspending and ensuring financial precision across various project stages.
Create profitability reports detailing revenue projections, actuals, expense breakdowns, and outstanding invoices. Gain comprehensive insights into each project’s financial health.
Track the visual progress of each project, providing clients with a clear view of completed versus pending tasks to enhance transparency and customer satisfaction.

Why Choose ZenTrades Project Management Module for Your Trade Business ?

ZenTrades’ Project Management Module provides an efficient, secure, and user-friendly solution for managing large and small-scale projects. With powerful features like phase segmentation, advanced financial tracking, and centralized documentation, ZenTrades helps HVAC, Plumbing, and Electrical businesses streamline operations, boost profitability, and deliver excellent customer service.