Task & Billing Management

Features Overview

The Zulu Task & Billables system has a variety of features to help you manage your service business charge-out and time tracking.

• Tasks

  • Delegate task team member (who will complete the task)
    
    

  • Delegate task team leader (who will be the contact for the task)
    
    

  • Set start date, due date and daily-task date
    
    

  • Setup automatic recurring tasks
    
    

  • Set quoted time and force-bill quoted time
    
    
    

• Billables

  • Set team member responsible for billable
    
    

  • Set date of billable charge out
    
    

  • Set description for billable
    
    

  • Set status of billable
    
    

  • Set quantity & unit price of billable
    
    
    

• Projects (For more details, view the ‘Project Management’ chapter)

  • Link tasks to a project
    
    

  • Link billables to a project
    
    

  • One-click invoice generation from project
    
    

  • Report on task & billable amounts