Ilaya Teejay

10 Fullgap features you will love

Thursday, December 19, 2024

Running a service business comes with its challenges, from managing client relationships to keeping track of projects, payments, and team collaboration. Fullgap combines all the tools you need to simplify your operations, helping you stay organized and productive. Let’s explore ten powerful features of Fullgap and how you can use them to transform your business.

1. Dashboard: Your command center

The Dashboard is the first thing you see when you log into Fullgap, and it’s designed to give you a complete overview of your business activities.

It shows your active projects, completed projects, incoming projects, and your task summary. You can see your to-do tasks and add new tasks to a project.

Your dashboard also shows a summary of your financial status, allows you to record a payment, and allows you to add a new account.

This feature eliminates the need for multiple tools by consolidating all your essential data in one place. Whether you’re checking deadlines or monitoring cash flow, the Dashboard keeps you informed at a glance.

2. Task boards: Stay on top of Your to-dos

Keeping track of daily responsibilities can feel overwhelming, but the 'My Tasks' feature makes it manageable.

It shows you the status of each project, whether it’s in review, in progress, or to-do, along with details about priorities and deadlines.

With everything laid out, it’s easier to tackle urgent assignments first, ensuring nothing slips through the cracks.

Also, when you tick off a task on a project, your client is able to see and track your progress. So you do not need to send updates all the time.

This feature is beneficial if you're juggling multiple clients.

Related: How to stay organized with Fullgap taskboards

3. Projects: Manage work seamlessly

Fullgap’s 'Projects' feature gives you a centralized workspace for all your projects.

With this feature, you can see the status of all your projects—active, completed, draft, completed, on hold, proposal, and terminated—and filter by project status.

Do you want to add a new project? You can do it from this place.

This helps you ensure smooth execution from a central place instead of switching between tools or spreadsheets.

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4. Use projects as templates: Save time and effort

For repetitive projects or recurring workflows, Fullgap allows you to use an existing project as a template.

For example, if you frequently handle similar tasks for different clients, you can duplicate a successful project structure and adapt it to your new needs.

This feature saves time and ensures consistency in how you manage your work.

5. Contacts: Build stronger client relationships

The 'Contacts' feature provides a detailed database of your clients. It includes essential information such as registration dates, email addresses,  project history, cumulative payments and outstanding payments.

You can quickly access this information to personalize communications and follow up on pending payments.

Strong client relationships start with knowing your client, and this feature helps you do just that.

6. Payment reminders: Never miss a due payment

Chasing clients for payments can be awkward and time-consuming, but Fullgap makes it easy with the  payment reminders feature.

You just have to go to a project, navigate to the payment section of that project and click on “send a reminder.” This sends a message to your client, and you can send reminder, ensuring you get paid on time without manual follow-ups.

7. Finance: Keep track of your money

Fullgap’s Finance feature is your go-to tool for tracking the financial health of your business.

You can monitor total payments received, view recent transactions, and check outstanding balances in one place. Additionally, the feature allows you to add account details and record payments made by clients, giving you a comprehensive view of your finances without relying on external accounting software.

8. Invoicing in multiple currencies

If you serve international clients, you’ll appreciate the flexibility of Fullgap’s invoicing feature. It supports 16 different currencies, allowing you to create and send invoices in the client’s preferred currency. This eliminates the confusion of exchange rates and ensures smooth financial transactions across borders, making Fullgap a truly global tool for service providers.

9. Agreements: Simplify contract management

Managing contracts is crucial for maintaining clear terms with your clients. Fullgap’s Agreements feature stores all your client contracts in one secure location. You can easily access these agreements when needed, ensuring transparency and avoiding misunderstandings.

This feature also reduces the risk of misplaced documents, helping you stay professional and organized.

10. Project teams: Collaborate more effectively

Collaboration is key to successful project execution, and Fullgap’s Project Team feature makes it simple. You can add team members to projects, assign specific roles or tasks, and keep everyone updated. This improves communication and ensures that everyone is on the same page, leading to faster and more efficient project completion.

Why Fullgap stands out

Fullgap is a partner in your business journey. Each feature is carefully designed to save you time, reduce stress, and help you deliver excellent service to your clients. From managing projects to tracking finances and improving team collaboration, Fullgap brings everything you need into one platform.

Ready to take control of your business? Create a free account, start exploring these features today, and see how Fullgap can help you work smarter, not harder.

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Ilaya Teejay
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