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Create Projects, organize Tasks, track progress, and manage Project finances.

Record hours, materials, equipment, Tasks, submissions, and Timesheet approvals.

Build, send, discuss, approve, and convert customer Quotes into work.

Create Invoices, manage Payments, link Projects, and review billing activity.

Resolve common problems with Invoices, Payments, Project links, and billing activity.

Manage Suppliers, PurchaseOrders, Bills, Receipts, and approval workflows.

Resolve common problems with Suppliers, PurchaseOrders, Bills, Receipts, and approval workflows.

Keep Client, Supplier, and business Contact records accurate and organized.

Manage Staff, StaffGroups, LeaveTypes, balances, LeaveRequests, and work settings.

Prepare PayrollBatches, manage PayrollCalendars, and synchronize Payroll systems.

Resolve common problems with PayrollBatches, PayrollCalendars, PayrollRuns, and Payroll synchronization.

Upload, organize, link, preview, download, and summarize Documents.

Create Forms, collect Submissions, review records, and connect external form services.

Resolve common problems with Forms, Submissions, records, and external form services.

Read EmailThreads, exchange Messages, share Attachments, and follow conversations.

Create audiences, templates, Campaigns, lead Forms, and track email engagement.

Track Materials, Equipment, Stock, Services, Units, and operational resource details.

Connect accounting, Payroll, email, messaging, storage, and other business systems.

Resolve common problems with Integrations, connections, and SyncLogs.

See workflow activity, key metrics, and shortcuts for everyday work.

Review Project financials, profitability, Invoice totals, and operational performance.

Understand the main areas of 3PM Base and where to find Projects, Quotes, Invoicing, People and leave, and other everyday work.

Review known limitations that may affect Projects, Invoicing, Integrations, Notifications, and other areas of 3PM Base.

Share Projects, Documents, questions, Messages, Quotes, and payment options with Clients.

Resolve common problems with Client portal access, shared Projects, Documents, Quotes, and payment options.

Ask questions, generate work, summarize content, and automate business actions with AI.