PROJECTS & TASKS

Keep projects moving. Keep your whole team connected.

From a new water-treatment installation to a complex commercial project, organize the work, assign responsibilities, track milestones and know what needs attention next—all in H2O Pro Suite.
See a Project in Action
Plan the project. Coordinate your people. Deliver with confidence.

Projects with a clear plan

Bring the customer, scope, project milestones, team assignments and related business records together.

Tasks people can act on

Give staff clear assignments, priorities and deadlines—and a place to update progress.
A LOOK AT A PROJECT

See where the job stands at a glance.

Here is a fictional residential water-treatment installation to illustrate a typical project view. The stages, dates and task counts below are examples—not live customer records or automatic estimates.

Planning · Site assessment complete

Customer requirements recorded. Site measurements and proposed equipment captured for review.

In progress · Equipment installation

Installation assigned to the field team. Two of four example project tasks completed.

Next milestone · Final verification

Confirm system operation, document final checks and request any required approval.

One project. Visible next steps.

Example: 4 tasks · 2 completed · 1 in progress · 1 upcoming. This illustrative summary shows how the project and its tasks can be reviewed together.
PLAN THE WORK

Organize every stage from start to handover.

Set a project scope, record the customer, assign the team and work toward scheduled milestones. Project templates can help your dealership reuse a familiar process rather than starting from scratch each time.

Project details and customer links

Keep project status, expected dates, scope, customer relationship and the information your team needs in one project record.

Reusable project templates

Create repeatable project outlines with planned phases, milestones and deliverables for work your dealership performs regularly.

Milestones and deliverables

Set project phases, due dates, assigned staff and approvals; track whether each milestone is planned, active, blocked, under review or complete.

Approvals and project decisions

Route applicable milestones and deliverables for internal review or customer approval before the project moves ahead.
EVERY TASK HAS AN OWNER

Turn the project plan into work your team can finish.

Create tasks with clear assignments, due dates and priorities. Staff can review authorized work in the Staff Portal, update task progress and keep the office informed about what is done, delayed or blocked.

Assign the right team members

Connect project work to staff and make the responsibility for each task clear.

Priorities and due dates

Identify urgent work, deadlines and the tasks that need attention.

Progress and blockers

Review tasks that are not started, open, in progress, waiting, blocked or done.

The project is the plan. Tasks are the action.

Projects carry the overall scope, milestones and business context. Tasks identify the individual pieces of work and their responsible people. The Staff Portal helps employees act on their authorized assignments.
MORE THAN A PROJECT CHECKLIST

See the work, time and finances in context.

A project can connect planned work to relevant records elsewhere in H2O Pro Suite. Keep the team informed and understand what the job involves without losing the customer context.

Files and project communication

Keep relevant project files, messages and supporting documents available to authorized people.

Staff time and project labor

Review work time recorded against the project separately from attendance clock-ins and breaks.

Quotes, invoices and costs

Link related quotes and invoices, and review recorded labor, expenses and budget information as available.

Meetings and schedule

Connect applicable milestones and project conversations to scheduling and meeting workflows.
STAY ON TOP OF THE DETAILS

Know what is finished—and what still needs a decision.

Managers can review milestones, task progress, deadlines, approvals and related records. Authorized staff can update their work without needing full access to the dealership’s administration workspace.

Clear approval checkpoints

Review pending internal and client approvals for eligible milestones or deliverables.

Project status and progress

See saved completion percentages, completed tasks, outstanding work and overdue milestones in the project overview.

Staff Portal connection

Assigned staff see the work their role allows, including project tasks and applicable project milestones.
KEEP YOUR BUSINESS MOVING

From the first task to the final handover.

Give your dealership a clearer way to coordinate installations, service-related projects and team work. Explore how Projects & Tasks connects with time tracking and business reporting.
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