Paymo Logo
Blog Home
Product Updates
Last modified date

Nov 11, 2020

Introducing: Home & Convert Project to Estimate

author image

Jan Lukacs

Blog average read time

2 min

Last modified date

November 11, 2020


Today we’re launching two updates, a new Home Screen and the convert project to estimate feature. We strive to offer you a better global picture of what’s going on in the company, how all work fits together, and if there are tasks that are obstructing your schedule and getting you off track. 

Home will serve as a command center for all your task management activities company wide – a great bird’s eye view of all your tasks and all your team’s tasks. In addition, you will have access to a Meta Kanban Board – a new way to view all your tasks across all projects as a board plus the ability to set task priorities.

home

Another area we’ve been improving is the sometimes tedious task of creating new project estimates. We think the best approach to this is creating a temporary project that you can play with – setting up all your future tasks, time estimates, and costs. 

Once all the data is in the project with a click of a button you’ll be able to convert this into an estimate (which can then be edited further if needed). There’s also a new field in Estimates that allows you to add an extra description for your project on top of the Costs Table. 

After you’re finished with the Estimate you can pass it on to your client who will either accept it or reject it (so you can further tweak it). When an estimate is accepted by the client you should transform the temporary project into the real project and get to work.

convert-project-to-estimate

Home is available on all Paymo plans (including Free) at no extra cost. 

If you’re already using Paymo Small Office or Business, you can start converting project to estimates right away. Feel free to reach out to our customer support team if you’d like to learn more about the benefits of the Small Office & Business plans.

Read More

June 30, 2022

Read time clock

6 min

6 Simple Ways To Save Time At Work

Author: Erin Wagner

Erin Wagner

June 30, 2022

Read time clock

26 min

“Pros” and “Cons” of the Best 67 Free Tools for Freelancers

Author: Alexandra Cote

Alexandra Cote

June 30, 2022

Read time clock

9 min

Your Guide to Project Profitability

Author: Alexandra Martin

Alexandra Martin

Paymo
HomeComplete Feature ListPricingFree AccountAbout Us

‾‾‾‾‾

Book a DemoOnboarding

‾‾‾‾‾

CustomersTestimonialsSpread the WordAffiliates

Paymo Logo

Copyright © 2022 Paymo LLC

By signing up, you're agreeing with the Paymo Terms of Service and Privacy Policy

Cookies help us deliver our services. By continuing to use the website, you consent to the use of cookies.

Learn more about the cookies in Our Privacy Policy.