Clients management

 

With Taskomat™ you can manage all your clients' data and performance in an integrated way. This will make it easy for you to manage your work and do aggregated business analysis. See in detail:

 

 

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Management of master data, logos and contact information

In Taskomat™ you can manage a complete master data of your clients in order to quickly create both quotes and invoices. For each client you have the possibility to insert the logo, so you can issue personalized documents with the client logo in the header. In addition to billing data, you can also enter contact information such as phone or email, so you can send documents directly from Taskomat™. 

 

 


 

Client rating

 

Taskomat™ automatically calculates a special rating that shows you at a glance the value of each client, with a rating from 1 to 5 stars. The rating is calculated by an algorithm that takes into account, among other things, the total budget of the client, the total working hours, the performance achieved on the client, the average rate and the payment time.

 


 

Aggregate budget analysis

 

With Taskomat™ you can do analysis not only at the project or work unit level, you can also do aggregate analysis directly on the client. This way you can track the average rate of work done for a client, the time invested on the total projects, the total budget disbursed and - of course - how much budget has already been invoiced and how much remains to be paid.  This way you'll always have a clear view of how and how much a client is earning you - or losing out.

 

 

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