Phase-based project management
Organize work into phases with milestones and task lists. Drag, assign, and track progress without losing the big picture.
Billing and expense tracking
Every billable hour, mileage run, and expense is captured at the task level. Generate a billing summary that feeds directly into Halo PSA.
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Project invites and share links
Invite vendors and clients to a single project — Lite to work on tasks, free Viewer to follow along. Or share a read-only link, no login required.
Smart notifications
Per-category cadence control — immediate, daily digest, or weekly summary. Quiet hours. Company-level defaults with per-user overrides.
Workflow automation
Visual rule builder: when a task is overdue, notify the assignee and their Lead. When an issue is filed, create a follow-up task. No code.
Roles and permissions
Company Admins, Leads and Members carry the role; Full, Lite and Viewer seats set what each person can do. Project-scoped invites keep outside collaborators inside one project.
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