Kiwili is striving to constantly improve the way you run your business. Today, we are proud to announce our software update. The Invoices, Estimates, Expenses, and Projects sections are now even better than before! Read on to find out about our new functionalities and how they can help with your everyday business management.
Invoice and Estimates Customization
Asked by many of you, it is now possible to choose which items will be displayed in your invoices and estimates. Go to the ‘Global Template’ section under ‘Settings’, then check or uncheck the boxes to the right for each colums (item, description, price, quantity, taxes, discount) to determine which items will be displayed in your invoices and estimates.
Quantities in Expenses
Very useful for adding mileage expenses, we now offer the opportunity to indicate a quantity in your expenses.
New Indicators in the Projects Module
In the Projects section, easily see the number of hours worked, compared to the total number of hours planned for all your projects, at a glance.
We also added a ‘Dashboard’ tab to see the progress and profitability of each project. You’ll immediately know the total amount of project invoices, expenses, associated salary costs, and real-time profit margin. Note that in order to display correct data, you must enter your hourly wage and hourly rate (as well as those of your employees, if applicable). To do so, go to the user profile.
Have you ever received a request to review a client’s rush quote while on the go and were unable to reply with a new proposal right away? That’s now a thing of the past! Whether you’re on the train on the way to the office or have both feet in the sand somewhere exotic, managing your business from your mobile devices is now easier than ever. Kiwili has launched an optimized mobile version of its software with all the features you need to run your business without having to use your laptop.
Our new responsive version is suitable for all types of devices and requires no mobile app downloads.
Discover the Optimized Mobile Version of Kiwili
To learn how to use our mobile version, watch our tutorials:
- Add a New Contact on Mobile with Kiwili
- Add a New Task on Mobile with Kiwili
- Add a New Time Entry on Mobile with Kiwili
Organizing your work carefully is essential to making every project a success. To save your time and increase productivity, Kiwili has worked hard to develop new project management features. Here’s what’s new on Kiwili:
Kiwili has added a ‘Follow-up’ tab in the ‘Projects’ section where you can include all comments regarding your projects. By doing so, you won’t miss any details and you will be more effective in your project management.
You can also customize the format of your follow-up messages as needed by going to the “Project follow-up template” section under “Settings”.
Duplication and modification of tasks
Every minute is precious. To save you more time, we’ve added batch duplication and batch editing features for tasks. Follow these steps to accomplish this:
1 – Under “Tasks”, click on the “List” button
2 – Check on the right the tasks you wish to duplicate or modify
3 – Under “Actions”, click “Duplicate” or “Batch Edit”.
4- Check the duplicate or batch edit settings that apply (Client billable, Project, Project Step, Assigned to, Status, Remaining Work, Administrator)
5 – Save
Furthermore, when you duplicate a project, tasks associated with that particular project are now also duplicated.
Kiwili just released a major software update
Kiwili just released a major software update to offer exciting new features and functionality, including:
- A new Client Centre to easily collaborate on tasks with your customers and track your payments in one place.
- An improved CRM in which you can now clearly distinguish between your clients, prospects, and suppliers.
- An even more effective project management tool with the addition of a follow-up tab.
- An optimized mobile version of Kiwili that includes all the features so you can easily manage your business on the go.
This software update is designed to help you convert more customers, organize your business better, and make life easier.
Feel free to email us at firstname.lastname@example.org the additions you would like to have in Kiwili. Who knows, they may be part of an upcoming software update!
Kiwili is an all-in-one business management software. It is at the same time an easy invoicing software, an accounting software, a CRM, a convenient project management tool and a time tracking software. Everything you need to manage your business like a pro!