Project Manager Features

  • Accepts unique workflows, scheduling, reminders, and data collection for each type of project
  • Archives permits, photos, and communications
  • Is fully accessible from all connected devices: Smartphones, tablets, desktops
  • Enables upload of field notes and photos
  • Dashboard displays all projects by status
    • Provides color-coded project statuses
  • Sends auto-emails with project updates
Project Manager Logo

Feature Rich, Field Ready.

  • Admin Dashboard
    • Projects to Start
    • Latest Activity
    • Latest Closed Projects
  • Project List
    • Administrator-only overview of all active and completed projects
    • Color coded for easy identification of project status
    • Easy filtering by project type
    • Information can be exported as CSV file or printed (include all or select specific fields)
  • My Projects
    • User-specific overview of active and completed projects
    • Color coded for easy identification of project status
    • Easy filtering by project type
  • Create Project
    • Full project details:
      • Project name
      • Sales date
      • Salesperson
      • Assigned leads
      • Location
      • Contact
    • Status tracking
    • Large “Project Notes” area
    • Project management:
      • Update project status
      • Timeline alerts
      • Upload and store photos, documents, permits, licenses, field notes, and more
  • Behaviors
    • Customize project management by project type
    • Create unique parameters for all project types
    • Administrator control of:
      • Project Requirements
      • Project Code Prefix
      • Required Details
      • Project Timeline/Processing Steps
      • Automatic email/text (if available) notifications
    • Auto-email/auto-text message templates:
      • Branded email header and footer
      • Simple WYSIWYG email editor
File upload

File Chart

Project Management System Data Hosting and System Maintenance

  • Database hosting and maintenance included
  • Starting at 5GB of cloud storage

Optional Project Management Add-Ons:

  • Enterprise Software/CRM Integration
    • Search CRM for customer by name, account number, or address
    • Auto-fill Project Manager with current data
  • Cloud Communications Integration
    • Integrate email system with Google Workspace or Microsoft Office 365
    • Pulls project-related emails into Project Manager
    • Provides expanded view of project communications
  • LeadPro™ Lead Tracking and Management
    • One click import converts a Lead to a Project
    • All lead notes move to Project Manager
  • TextPoint™ Text Messaging and Communications
    • Send automated reminders and notifications
LeadPro™ Integration

Project Manager Is Mobile Ready

The Project Manager platform is fully device responsive, conforming automatically for smartphones, mobile devices, tablets, laptops, desktops, and large-screen monitors.

  • All features and functionality are available on the go
  • Responsive design means no more "pinch and zoom"

FAQs

Q: What types of projects can I manage with Project Manager?

A: Project Manager allows you to manage virtually any type of business project to keep track of required parts, labor, permits, and progress. Whether to track a new heating equipment installation as an HVAC provider or a custom build as a general contractor, PriMedia’s Project Manager can streamline your workflow across multiple teams for maximum efficiency.

Q: Will Project Manager work with my enterprise software?

A: Yes. If your enterprise software can import data, Project Manager can work with it.

Q: Can I use Project Manager when I’m offsite?

A: Yes, Project Manager works securely in the Cloud — you can create or track projects from the PCs in your office or any connected mobile device with a browser in the field.

Q: Can new fields be added that are more closely associated with my type of business?

A: Of course. Project Manager is fully customizable and can be used in any business.

Q: How “private” is the information on Project Manager?

A: Project Manager is password-protected. The system administrator has full control of all project data. The Project Manager admin area is also fully customizable, allowing different levels of access throughout your organization.

Q: How does Project Manager notify my team of project updates and requirements?

A: Project Manager can integrate with your enterprise software (subject to integration capabilities), in addition to PriMedia’s TextPoint™ text messaging and communications system, to send automated project reminders and notifications via text and email to all team members assigned to the project, as well as to the customer at your discretion.

A Deeper Dive for Energy Marketers >