A build, an installation, a special order or a service: the project is created on its own when the quote is approved, with its installments to invoice already set up. You can also create one by hand when you need to.
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When a quote is approved in CRM, the project creates itself — with its billing installments already set up.
For work that doesn’t start with a sale, create a project directly, without going through CRM.
Status, owner and real progress for every project, through to close.
The installments committed on the project are exactly what later shows up as "to invoice."
What was sold in CRM and what’s delivered on the project are the same information, never two different spreadsheets.
It comes switched on for businesses that work by project — services, health and beauty — and switches off entirely for those that don’t need it.
Every module can be customized, and its features can be used in part or in full: none of them is mandatory. You can use BOS just to plan tasks and never touch the rest — it stays available, included in the same subscription, for the day you need it.