How ReflectHub is organised
ReflectHub connects three levels of work:
- Company is where you manage people, capacity, shared knowledge, and skills.
- CRM is where you manage customers and move potential work from lead to opportunity.
- Projects are where delivery happens through tasks, plans, procurement, and cost tracking.
Understand the project tools
The project tools are related, but they are not interchangeable:
| Tool | Use it for |
|---|---|
| Tasks | Plan and track work. Board and list are two views of the same tasks. |
| Plans | Store drawings and models, manage revisions, and record review status. |
| RFQs | Request, compare, and award vendor quotes. |
| Expenses | Monitor actual, forecast, and committed project costs. |
Changing a task on the board also changes it in the list. Plans, RFQs, and expenses have their own records and workflows, although you can link them to a task.
Recommended setup sequence
- Review Company Overview to understand the workspace dashboard.
- Add employee records and link them to user profiles where appropriate.
- Add customers in CRM, then record leads or opportunities for potential work.
- Create or open a project and add the tasks needed to deliver it.
- Add plans, RFQs, and expenses only when the project workflow needs them.
- Use Employee Allocation and the Company Overview to monitor workload and delivery risk.
Choose where to begin
- To organise your team, start with Employees, then continue to Employee Allocation or Skills.
- To manage incoming work, start with Customers, then use Leads and Opportunities.
- To deliver existing work, start with Project Tasks.
- To procure work or materials, start with RFQs.
- To review project cost, start with Expenses.