Online task and job management

Track time and bill clients

Use the Brightpearl timer to track time spent working on Activities or for a contact. You can have several timers open and pause timers as you skip between jobs.

Run timesheet reports against contacts or activities  to see how much time you have spent and bill clients in a few simple steps

Organise your Activities

Brightpearl Activities can be set up as tasks, jobs, calls, meetings or anything you prefer, allowing you to organise your to-do lists and diary.

Brightpearl sends automated email and text message updates and reminders to activity contacts so everyone is kept up to date and on time.

Use the on-line drag-and-drop calendar to organise your Activities and link your contacts to calendar events. You can even display your calendar on your website and sell tickets for events on-line.

Categorise your activities and add notes or files that can be set as internal only or visible by your clients or any 3rd party you choose to add to an activity.

Use Activities for staff tasking and job delegation as well as external public event management.

Work with others on the same Activity

Set up activities for other people and collaborate with collegues, clients and 3rd parties on the same activity. All communication is stored in the same place helping you to get things done efficiently and look professional.

Give clients and 3rd party organisations access to Activities via your FREE client web portal so they can track progress, add comments and upload files.