Depot

Packed with

Features

Depot unites your customer relationships, projects, timetracking, invoicing and analysis. All your data (and all Depot features) are available from your desktop or mobile device.

01 Connect

Make the sale

  • Organise contacts
  • Sync contacts with your address book
  • Easily import existing contacts
  • Centralised client information for teams
  • Add team & schedule to proposals
  • Build, issue and manage proposals
  • Send beautiful, fully customisable quotes
  • Create templates for proposals
  • Flexible proposal structure
  • Convert proposals to projects instantly
  • Build a sales profile
  • Track leads
  • Use Tags to group and sort prospects
  • Auto-reminders for submission dates
  • Work collaboratively on proposals
  • No limits on team or location
  • Journal to record your interactions
  • Send and forward emails to the journal

02 Execute

Do the work

  • Manage projects & jobs
  • Graphic breakdown of project status
  • Schedule jobs
  • Collaborate with the entire team
  • Keep international teams on track
  • Assign & delegate jobs and actions
  • Flexible project structures
  • Powerful user-specific task list
  • Assess project list at a glance
  • Tagged timeline of updates & progress
  • Invite collaborators to join projects
  • Allow clients to login & participate
  • Simple time tracking interface
  • One-click job adding from the timer
  • Timesheets
  • Monitor time usage and overrun
  • Time rounding
  • Convert projects to invoices instantly
  • Project journal to manage progress
  • Search and filter lists
  • Share and store files in the project timeline
  • Realtime status reports & updates
  • Notifications of updates & mentions

03 Finance

Get paid

  • Send beautiful, fully customised invoices
  • Invoice accurately by email or post
  • Invoice estimated or actual costs
  • Partial & percentage invoicing
  • Control markup and discounts
  • Customisable charge rates
  • Manage hourly rates, fixed & external costs
  • Set country specific tax rates
  • Set default & custom payment terms
  • Classify line items for reporting & analysis
  • Schedule recurring invoices
  • Set auto-reminders
  • Keyword searching & date range filtering
  • Graphic reporting on payment status
  • Record and manage payment history
  • Issue credit notes
  • Create and send credit statements
  • Online payments with Stripe and PayPal
  • Export data to account packages

04 Analyse

Crunch data

  • Powerful reporting
  • Beautifully functional statistics
  • Project efficiency and profitability
  • Cashflow and revenue overviews
  • Month-on-month finance comparison
  • View productivity and Bill-Ability
  • View individual and team time usage
  • Customisable CSV exports

05 System settings

The back office

  • Fine grained user-level permissions
  • Limit what each user can access
  • Keep financials private and secure
  • Access to all your data at anytime
  • 256 bit SSL protected
  • Full system API
  • Completely configurable settings
  • Customise emails & outputs in HTML
  • Your own subdomain
  • Specify your email settings
  • HTML5 Browser notifications
  • Cloud based system - it’s always on
  • Email bounce notifications
  • Responsive - it works on all devices

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