Day-to-Day Operations Overview

# Step 7: Day-to-Day Operations

With setup complete, this is where your team works every day:

1. Projects - Create and manage projects linked to client accounts.
2. Tasks - Break projects into tasks, assign resources, and track progress.
3. Schedule & Gantt (Timeline) - Plan and view your team's work on a board and a timeline.
4. Time Activities - Log, submit, and approve crew time against tasks. (Approved time is reviewed on the Tasks > Review tab.)
5. Map - See your work, projects, crews, and job sites on a live map.
6. Sales Pipeline - Track opportunities from first contact to a won deal.
7. Purchasing & Payables - Raise and manage purchase orders to vendors.
8. AR Invoices - Generate and manage invoices to clients.
9. Payroll - Process approved time into payroll runs in HR & Payroll.
10. GL Entries & Transactions - Review and manage your general ledger.