One job connects your follow-ups.
Budget, purchases, documents and invoices are attached to the same project. Your team can find the job and the follow-ups that concern it.
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Project
The quote is won. Your project manager can find the contract, plans and people responsible in Direction par Horizon. Budget, schedule, orders and hours stay linked to the same job as work progresses.
Keep your jobs in view.
The Project file connects the contract with job follow-ups.
See what is moving forward.
Preparation, execution and acceptance: the project stage helps you spot jobs that need your attention.
What your team
gains.
A clear handoff to the job site
The project manager picks up the information from the won contract to prepare the work with the commitments already made.
Several billing methods, one job
Separate Project records carry the billing methods while sharing the job’s budget and schedule.
What is included in a job file?
The Project record in Direction par Horizon brings together the contract, client, address, people responsible, final plans and billing method. It links the job’s budget, schedule, purchases, hours and invoices. The team can pick up the file after the sale and follow the work through to handover.
Do we need to recreate the file when a quote is won?
Direction par Horizon creates the project from the won quote or attaches it to the existing project for the same file and billing method. The system also finds or creates the client record. The project manager reviews the information, assigns the people responsible and completes the final documents.
How do we start the job’s budget and schedule?
Moving the project to “In preparation” creates the budget and schedule from the templates for the work. Available estimating costs feed into the budget. The project manager then adjusts forecasts, dates and responsibilities to the actual job conditions.
Can one job combine several billing methods?
Yes. A job can include several Project records when its won quotes use different billing methods. These records share the same job’s budget and schedule. Your team keeps a common view of the work while distinguishing the contracts and their billing methods.