Metrics you choose
Revenue this month, unpaid invoices, today’s bookings, expenses and quarterly VAT, among others.
The home page shows this month’s revenue, invoices awaiting payment and what has just happened in your modules. Everyone arranges their own sidebar, metrics and to-do list.
Included in every plan. Financial and client metrics start with Business.
The Hub is where you land when you sign in. It copies nothing: its figures are read from your invoices, expenses, bookings and customer records.
The screen changes with each step. Pick a step to see it again.
Revenue this month, unpaid invoices, today’s bookings, expenses and quarterly VAT, among others.
Revenue collected against expenses, month by month.
Customers, invoices, bookings, tasks and files from a single bar.
What is for you and what concerns the team, filtered by module and severity.
Your tasks, and the ones a colleague asks you to accept.
Arranged by role, by location or just for you.
What you enter here is used elsewhere, with no retyping.
Yes, with Scale. The home page shows the location you choose or the whole organisation, and each location can have its own sidebar.
No. Puwapi keeps your invoices, expenses and VAT, and produces the FEC export your accountant imports into their software. See the Invoicing module.
Yes, just for you: a colour palette, an accent colour, the font and the corner style. The setting also applies in chat, documents and Puwapi’s other apps.
Fourteen days with your whole team and every module. No credit card required.
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