Service
Longer customer projects alongside daily operations.
Project structure with tasks; documents and service can be assigned to projects.
These are the points this feature covers day to day.
The workflow in Jupiter ERP, on this page.
Background, typical workflows, and concrete panel capabilities, more detail than the summary above.
Projects with tasks and milestones complement day-to-day service: agencies, consulting, and larger installations keep overview alongside daily jobs.
Documents and service orders can be assigned to projects; reports and contact history show activity per project.
Assign tasks, track status, alongside the team planner for scheduled jobs. One data foundation for delivery and billing.
Projects hold longer customer work, next to individual service jobs. Tasks, documents, and time entries can be assigned to the project.
Agencies, consulting, and larger installations need a bracket around the single document. The project is that bracket, on the same master data as contact and invoice.
It does not replace an external project tool with its own ecosystem. It keeps the commercial trail and the operational trail together.
The main building blocks at a glance, complemented by the longer description above.
Create projects and assign tasks.
Start for free: write invoices on the Free plan. Choose plan, term, and add-ons in the app afterwards. Custom adaptations or API integration? Get in touch.
