Welcome to your Home hub, your project management epicenter. Here, you'll access a calendar, quick statistics, finance overview, user widget for customization, and vital features like payment records, contracts expiring soon, staff tickets report, today's appointments, my to-do items, leads chart, projects chart, and the latest project activity. Your Home is your command center for streamlined project management.
Centralize your entire network of contacts effortlessly. Engage directly with your valued customers and trusted contractors through seamless chat and email integration. We bring the power of communication right to your fingertips, keeping your professional connections in one harmonious hub.
Experience exceptional service with our dedicated team of skilled professionals. We provide prompt responses, regular maintenance, and meticulous service records to ensure your systems run smoothly. Count on our customer support for any assistance you may need, making your satisfaction our top priority.
Experience the ultimate project management solution with robust features including storage, document creation, and templates.Our platform ensures that your projects run seamlessly, and you have the tools you need for success.
We make projects easy for everyone, whether you're experienced or just starting out. Our tools like Gantt scheduling and daily logs help you plan and track your work. Plus, we keep permits and inspections in check, so your projects go smoothly and follow the rules.
Elevate your marketing strategy with our powerful tools. Whether you're dealing with credit notes, contracts, items, payments, or need expert support, our platform has you covered. Maximize your marketing efforts with efficiency and confidence, knowing that you have the right resources at your fingertips to succeed.
We provide quick and easy access to your crucial financial data, precisely when you require it. Start with a high-level overview on our Financial Dashboard, then dive deep into the specific data you seek. With customizable permissions, you control who can view or edit each item, ensuring data security.
Unlock a new era of HR management with our comprehensive dashboard. Seamlessly manage contracts, insurance, salary information, and employee shifts, all from one centralized hub. Customize settings to align with your specific needs and streamline your HR processes. Our platform is designed to empower HR professionals with the tools they need to efficiently oversee staff and ensure a smooth and effective operation.
Elevate your organizational efficiency with our robust suite of tools. Generate comprehensive reports to gain insights, optimize training initiatives to empower your team, and maintain detailed logs for a complete overview of your operations. With our platform, you'll have everything you need to drive success and stay organized at your fingertips.
We take care of the nitty-gritty so you can focus on what matters most. Our expert team will meticulously configure your application, ensuring it's tailored to your unique needs. We handle all the technical details, from initial settings to customizations, so you can hit the ground running with a seamless and hassle-free experience.
Create unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into PnaPnaTech from form. Use web to lead forms to gather potential clients information, allow them to request quotes directly from your website.
Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.
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PnaPnaTech allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.
Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.
Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.
Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years.
Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most of the countries.
Leads or potential clients are really important part to any company. Every company trying everyday to get new leads. Very offen happend some potential client to call and ask for specific service that you company serve and then sometimes this is forgotten. With PnaPnaTech you will never forget your potential clients and you will be able to manage all of them in one place. Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop. Ability to auto import leads from emails and web to lead forms, import leads from .CSV file included.
Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accesing the client portal.
Create private or public events. Receive notification when an event is coming built-in and email.
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will never miss anything from the calendar!
Custom fields can store extra information for customers, leads, tickets, invoices, comapany, estimates and more.Configure to fit your business.Ability to show in the customer portal or table.
Assign task to multiple employees, add task followers, task comments allowed, task attachments.Tasks can be related to mostly all important features.
Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.Help your customer and build trust.
You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You wont need anymore to search in your desk documents. Create PDF contracts and send to your customers from PnaPnaTech. Contract overdue reminders available.
Generate reports and have clear view of everything. Keep track of income vs expenses and leads conversions.Knowledge base reports included.
Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind.
Every staff member can have their own personal todo dashboard which will allow your staff member to easily organize the their work.
Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view.
Send proposal to leads or customers and wait for theirfeedback.Proposal can be accepted directly from any device.
Ability to create estimates and auto convert to invoice after accepting.
Easily drag and drop to adjust the menu items and remove unnecessary features.
PnaPnaTech track timers by multiple task asignees.
Copy tasks in no time with all task data including assignees, followers, checklist items, atachments.
It has never been easier to adjust the colors to fit your brand! Even option for custom.css file allowed which will be auto included in the system to make the styling perfect.
Have a clear view of the time logged for each task, you can use filters to see total loged time by project and by staff member.
Create project milestones and organize your tasks foroutstanding project workflow.
E-Signature option available for contracts, proposals and estimates.Let your customers easily sign those documents ond make yourlife easier.
