From: $0.00 / year

WP Portal Dashboard

Stop switching between different applications to manage your projects. We have integrated all tools you need in one single fully brandable dashboard.

  • Project Management.
  • Client Management.
  • Financial Management.
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WE BUILD TRUST

Create & Manage Projects

Setup your project and add all details for your team and client by giving a brief about the project, set the budget, start date, project duration, and select who should have access to the project from your team and client users.

WPPortal Create Project

Assign Tasks & Milestones

Keep your client and team about the project progress by adding and updating milestones for the project and assigning tasks to your team by setting a due date and priority. Use the Kanban board to track the progress of the assigned tasks.

WPPortal Project Overview

Track Time & Generate Timesheets

Use the time tracking tool to track your time and allow your team to track their time for each project and task. Then generate timesheets based on a specific period so you can pay your team and generate invoices to your client.

WPPortal Timesheet Details

Schedule Events & Meetings

Create project events using the project events calendar inside the project and share them with your team. You can also schedule and join ZOOM meetings without leaving the dashboard using our new Zoom Meetings extension.

WPPortal Project Calendar

Create & Share Wikis

Use the project wikis to create documents and notes for your project and share them with your team and client. Anyone who has access to the project can create and share documents with other users in same project.

WP Portal Wikis

Upload Files & Share Comments

Using your cloud or local storage, upload your project files in one place and share them with everyone who has access to the project. Add & share comments with your team and clients on every single file you upload.

WP Portal Project Files

Send & Reply to Messages

Stay in touch with your team and clients by using the message threads inside each project to keep everything organized. Send messages and reply to messages from your team and client. Set private threads where clients cannot access for internal discussion with your team members only.

WP Portal Messages

Prepare & Send Estimates

Get more projects & requests from your clients using the estimate form builder. Build forms around your different services and let your clients use these forms to get quotes and estimates from you about a service they want then convert the request to estimate and later as invoice.

WPPortal Estimate Form

Send Invoices & Get Paid

Create one-time and recurring invoices for your client and allow them to make payments online using their credit cards or PayPal account. Give your client the flexibility to make a full payment or partial payment of the invoice.

WP Portal Invoice

Dashboard Key Features

We have integrated tools that will save your time and money.
Get all of these tools for only $69 one-time fee.

WPPortal Setup

Setup your business account and apply your brand logo, color, fonts, and settings to make the dashboard a part of your business.

WPPortal Invite Team

Invite your team members to the portal, set the hourly rate for each one of them, and give them access to specific projects.

WPPortal Client Profile

Create client profiles and invite them by giving them access to their projects where they can collaborate with your team.

Send Messages

Use discussion threads to send and receive messages for each project between users who have access to the project.

WP Portal Time Tracker

Track your team working hours based on task and project selection, and build a detailed timesheet for your team.

Assign tasks to your team members and track their progress using the Kanban board available for each project.

WPPortal Events Calendar

Project events calendar to create and manage project events and share them with your team members.

WPPortal Zoom Meetings

Zoom integration to schedule and join online meetings with your clients and team members without leaving the dashboard.

WPPortal Cloud Storage

Local and cloud (Google) file storage to upload and share your project files with your team members and client.

WPPortal Accounting

Manage your business financials and accounting by tracking your expenses and income.

Team Management

5 different user access level roles [Admin – Project Manager – Contractor – Accountant – Client].

Performance Reports

Analyze your business performance and control your project cost with a robust reporting system.