Every project broken into steps, and everyone knows which one is next
Project and task management for service delivery teams — ordered steps, approval gates and per-project margin, connected to the deal and proposal that started the work.
The challenge
In most service companies, a won deal is where tracking leaves the system. The project plan moves into a spreadsheet or a separate project tool, the proposal and the customer’s purchase order stay in someone’s email, and the engineer who turns up on site has to ask what was actually sold.
Delivery work also has an order that generic to-do tools don’t enforce. A site survey needs the access permission before the visit, the visit before the report, and an internal review before the report goes to the customer. When anyone can tick off step seven while step three is still open, reports go out unreviewed and the steps that were skipped only surface when the customer complains.
And the money question — did this project actually make money? — usually gets answered months later, when finance matches invoices and vendor bills to projects by hand. By then it’s too late to change how the next one is priced or staffed.
How DexVee helps
Projects that start from the deal and finish at the invoice
DexVee Projects sits between the CRM and Finance: a project is linked to its customer account, deal and purchase order, runs as an ordered list of steps with named owners, and rolls up the invoices and bills tagged to it, so delivery and commercial teams look at the same record.
Ordered steps
Tasks run in sequence: a step can’t be marked done until every earlier step is done or deliberately cancelled, and the board shows which step is current. An ad-hoc task added mid-project slots in right after the current step instead of at the end.
Approval gates
Mark any task as a review checkpoint. It records who approved it and when, so “ready to proceed” is a decision someone signed off, not an assumption that the work was checked.
Project templates
Admins build templates with the task list and default team roles for each kind of job, and a new project starts with all of it in place. Ready-made templates cover wireless site surveys and security assessment (VAPT) engagements.
Clear ownership
Every project has an owner, a technical owner and a project manager, plus team members as leads, members or read-only viewers. People see the projects they own or work on, and commercial figures stay hidden from roles without commercial access.
List, kanban and Gantt views
Switch a project’s tasks between a list, a kanban board by status, and a Gantt timeline built from start and due dates, with priority, assignee and overdue dates visible at a glance.
Invoiced vs spent
Invoices and vendor bills tagged to a project roll up into amount invoiced, received and spent, with the resulting margin, so a project’s commercial health is visible while it’s still running.
What this looks like in practice
- An engineer opening a project sees the current step, the customer account, and the proposal or scope of work it came from — without asking sales.
- A report can’t reach the customer before its review step has been approved, because the steps after it stay locked until it is.
- A project manager can see what has been invoiced, received and spent on each project without waiting for a month-end reconciliation from finance.
Frequently asked questions
Yes, for proposal-led work. Approving a proposal such as a wireless site survey, security assessment or cable certification creates the project and its tasks automatically, linked back to the proposal. Any other project can be created from a template in a few clicks, linked to the customer account, contact, deal and purchase order reference — or marked as an in-house project with no PO.
Not today. Projects track steps, assignees, start and due dates, visit and follow-up dates, and the invoices and bills tagged to the project — there are no timesheets or hours logged against tasks. Teams that bill by the hour usually keep their timesheet tool alongside DexVee for now.
Yes, in a lighter form. The DexVee mobile app shows each engineer their projects with status, tasks and team, and project tasks appear in their My Tasks list where they can update a task’s status. Creating projects and editing their details is done on the web.
A project links to the CRM account, contact and deal it belongs to, a field service work order can be raised straight from a project task, and documents such as site access requests, duty sheets and engagement letters are generated from the project. Each project’s current step and upcoming visit dates also appear in the team’s daily digest.
Ready to see Projects & Tasks in action?
Talk to our team about your specific workflow — no generic demo script, just a conversation about what you actually need.