Freelance Cockpit 3 – Project Management and CRM

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Freelance Cockpit 3 - Project Management and CRM - 1

Freelance Cockpit 3 - Project Management and CRM - 2

Freelance Cockpit 3 - Project Management and CRM - 3

Freelance Cockpit 3 - Project Management and CRM - 4

Key Features

  • Dashboard
    Helpful overview of open initiatives, open invoices, acquired and excellent funds,
    open tquestions, messages and occasions.
  • Project Management
    Create and handle all of your initiatives.
  • Project Tquestions
    You can add tquestions to any challenge.
  • Lead Management
    Create and handle all of your leads and even import leads by a .csv file.
  • Client Tquestions
    You can allow shoppers to create tquestions.
  • Tquestions Timers
    Every agent can observe his time spent on tquestions and each tquestion has a devoted timesheet.
  • Tquestions Timesheets
    Every tquestion has it’s personal timesheet.
  • Project Milestones
    Milestones will aid you to group your tquestions collectively.
  • Support Tickets
    Let your Clients open tickets to maintain observe of any incident. It additionally helps electronic mail tickets.
  • Project Timer
    This will aid you to trace the time you may have spent on a challenge.
  • GANTT Charts on Projects
    Every challenge has it’s personal gantt chart grouped by milestones or brokers
  • Multi File Upload and File Commenting
    On all initiatives you possibly can add any form of information, like a screenshot of the mockup you
    made for a brand new internet challenge and share them along with your shopper.
  • Client Management
    Easily handle your shoppers with all the small print you want.
  • Client Portal
    Your shoppers can view the standing of their initiatives and invoices.
  • Invoice Management
    Creating and sending invoices was by no means that simple!
  • Expenses
    Track all of your bills.
  • Estimates
    Send estimates to your shoppers.
  • Recurring Invoices
    Create recurring invoices.
  • Multiple Invoice Templates
    There are multible nicely designed bill templates availalbe so that you can select.
  • Calendar
    fairly calendar with non-obligatory Google calendar integration.
  • Item Management
    Manage your objects/merchandise
  • Reports
    A pleasant chart to view your earnings, bills by a given interval
  • User Activity Widget
    See who’s on-line.
  • Email Notifications
    Get electronic mail notifications on new messages, challenge project and so forth.
  • User Access Levels
    Control the entry of your brokers to the totally different modules.
  • Quick Access
    Quickly open a challenge or begin/cease the timer utilizing the Quick Access widget.
  • Database backup
    Never free any information once more!
  • System Update
    As quickly as an replace will get launched, you possibly can replace your utility throughout the
    webinterface.
  • Easy Installation Tool
    Very simple set up, no programming expertise required.
  • Multi Language Support
    Full language help with language information.
  • Quotation Request
    The citation request kind could be accessed with out login, so you possibly can ship the hyperlink
    on to potential shoppers or simply add the hyperlink to your company web site.
  • Private Messaging
    Send non-public messages to admins and shoppers.
  • Stripe cost Integration with SCA
    Your shoppers can simply pay by way of bank card utilizing the stripe service.
  • IDEAL funds via stripe
    Your shoppers can simply pay by way of IDEAL utilizing the stripe service.
  • Authorize.internet cost Integration
    Your shoppers can simply pay by way of bank card utilizing the authotize.internet service.
  • 2Checkout cost Integration
    Your shoppers can simply pay by way of bank card utilizing the 2Checkout service.
  • Paypal IPN Integration
    Your shoppers can simply pay invoices by way of Paypal.
  • Paypal Subscription Integration
    Paypal subscriptions for recurring invoices.
  • Customize CSS
    You can change the CSS kinds immediately from the settings web page.
  • Theme Color Customizer
    You can change all principal colours just like the sidebar background, physique background and so forth with a very simple shade picker on the settings web page so the format completely matches your model type.
  • Login Style
    The login web page is out there in facet mode and heart mode and you possibly can select the background picture or add your individual.
  • Gravatar help
    Gravatar might be used as a fallback when you don’t add a profile picture.
  • And extra

Testimonials

Support

Freelance Cockpit 3 - Project Management and CRM - 5

Requirements

Your server want to fulfill the next necessities as a way to run Freelance Cockpit 2.

  • PHP 7.2+
  • MYSQL 5.1.7+
  • MYSQL PDO drivers
  • PHP MBString Extension
  • PHP DOM Extension
  • PHP GD or GD2 Extension
  • PHP MYSQLi Extension
  • PHP PDO Extension
  • PHP CURL Extension
  • PHP IMAP Extension (required for electronic mail tickets)
  • PHP ZIP Extension (required for system updates)
  • URL Rewrite Extension
  • Cronjob (Optional however wanted for automated tquestions resembling electronic mail tickets and recurring invoices)

Update History

  • Version 4.0.3 – 2019-10-01
    – Small bug fixes
  • Version 4.0.2 – 2019-09-20
    – Fix estimate worth calculation
    – Fix PDF brand not exhibiting
    – Some different small fixes
  • Version 4.0.1 – 2019-09-13
    – Fix Project hyperlink on dashboard
    – Fix another small bugs
    – Fix cronjob error
  • Version 4.0.0 – 2019-08-16
    – Codeigniter Framework replace to 3.1.10 (newest model)
    – Server config is now saved in a .env file (to make server migration simpler)
    – Individuals possibility for shoppers (if shopper will not be a company)
    – New “Terms of use” web page with hyperlink on registration web page
    – Private notes for initiatives
    – Option to assign tickets to initiatives
    – Option for ongoing initiatives with out deadline
    – “Wait until” standing for tickets
    – Status for initiatives (On Hold, Not Started, Started, Ended)
    – Zip Code discipline for personal firm tackle
    – Sessions at the moment are saved in database
    – Add customized Client Account-ID discipline
    – Fix PDF export on php 7.3
    – Updated Stripe API to v3 with SCA help (PSD2)
    – Many small bug fixes and enhancements
  • Version 3.3.1 – 2019-03-26
    – Installer up to date and migrations improved
  • Version 3.3.0 – 2018-08-11
    – Added additional bill filters
    – Fixed difficulty with notification electronic mail not sending
    – Fixed report calculation difficulty
    – Fixed another minor bugs
  • Version 3.2.9 – 2018-06-03
    – XSS difficulty mounted
    – a number of small bug fixes
  • Version 3.2.8 – 2018-05-10
    – Safari 11.1 ajax submit difficulty mounted
    – a number of small bug fixes
  • Version 3.2.6 – 2018-03-05
    – total system enhancements
    – repair difficulty with cronjob stopping at expense calculation
    – a number of bug fixes
  • Version 3.2.5 – 2018-01-31
    – Fix Lead to shopper transformation
    – Fix Ticket attachment loading
    – Reporting calculates estimates mounted
    – Several different small bug fixes
  • Version 3.2.4 – 2018-01-11
    – Credentials, password reset and reset hyperlink electronic mail templates changed
    – Fixed non-admin login permissions
    – Fixed Invoice phrases not been set accurately on new invoices
    – Fixed new shopper account creation error 500
    – Fixed lead web site discipline
  • Version 3.2.3 – 2018-01-09
    – Fixed new shoppers can’t be saved
    – Fixed ticket replies can’t be saved
    – Fixed database migration
  • Version 3.2.1 – 2018-01-08
    – Added lead administration part

    – Ticket overview redesigned and improved

    – Overall design enhancements

    – Invisible reCAPTCHA possibility added

    – Preview added for ticket picture attachments

    – Ticket electronic mail uncooked information will get saved now

    – Improved format for ticket view

    – New notification electronic mail templates

    – Password reset course of optimized and safety enhanced

    – Remember final web page after logout/login

    – Added buy order discipline to invoices

    – Added month-to-month tax calculation for Germany in stories (Ust., Netto)

    – Partially paid standing was not displayed on invoices

    – Add ticket reply signature discipline for customers

    – Added detailed internet and gross desk to stories web page

    – Added video and picture embedding help to exercise space in initiatives

    – Calendar .ical hyperlink for calendar integration

    – Custom bill phrases for firms

    – Payment receipt template has no title mounted

    – Added choice to export .xls in stories

    – Project record loading time improved for big tables

    – Settings web page reorganized

    – Ticket electronic mail fetching improved
  • Version 3.1.2 – 2017-06-20
    – Fixed reporting web page error on some mysql variations

    – New retina prepared icons

    – Invoice PDF generator difficulty on nginx mounted

    – Stripe library replace

    – Many small bug fixes
  • Version 3.1.1 – 2017-05-02
    – Profile bug mounted

    – Custom language file mounted
  • Version 3.1.0 – 2017-04-30
    – Custom language file help

    – Recurring bills

    – Login sporadically not working

    – Add stripe iDeal help

    – Email host blacklist for tickets

    – Isolate cronjob situations and add extra detailed log messages

    – Calculate time on chosen date/time from in tquestion timesheet

    – Value enter on bills is eradicating second decimal on massive numbers

    – Create bill Items from tquestions

    – Social accounts for shoppers (Skype, Twitter, LinkeIn, Facebook,…)
  • Version 3.0.5 – 2017-02-04
    – Client contacts usually are not disabled when firm will get deleted mounted

    – Some bugs mounted on php 7.0

    – Total funds on dashboard not appropriate

    – PHPmailer replace to v.5.2.22

    – Theme colorpicker plugin up to date

    – jquery up to date

    – Client not assigned messages mounted

    – Statistic not exhibiting January earnings mounted

    – Invoice ship button not exhibiting on PHP 7.0+

    – Several small bugs mounted
  • Version 3.0.4.4 – 2017-01-13
    – Datepicker difficulty mounted on timesheets

    – Activity stream on dashboard is lacking assigned initiatives

    – Total funds on dashboard not appropriate

    – Statistic for January mounted

    – Agent discipline added to bills
  • Version 3.0.4.3 – 2016-12-31
    – Datepicker up to date

    – Incorrect statistic calulations mounted

    – Reporting all the time exhibiting all months difficulty mounted

    – PDO driver up to date

    – Form validator points mounted
  • Version 3.0.4.1 – 2016-12-16
    -Datepicker difficulty mounted

    – Some CSS bugs mounted
  • Version 3.0.4 – 2016-12-15
    – Comments for tquestions function added

    – Invoice standing is now changable in bill record

    – Missing language traces added

    – Email Tickets at the moment are fetched with html as an alternative of plain textual content

    – Ticket pharser stopped on some unicode particular indicators – mounted

    – Delete possibility for personal actions added

    – New overdue filter for bill record

    – PHP 7.0.x help

    – Statistic chart points mounted

    – Css bugs mounted in message part

    – Performance enhancements

    – Many different CSS and bug fixes
  • Version 3.0 – 2016-07-12
    – Timesheets with print possibility for tquestions added

    – New Dashboard

    – Login type possibility and additional login brand discipline added

    – SMTP particulars can now be modified throughout the settings web page

    – Multi file uploader and new media view for initiatives

    – 2Checkout cost gateway added

    – Tquestions can now be created with a brand new fast add tquestion discipline on prime of the record

    – Live inline edit for tquestion names

    – Agent and Milestone gantt chart added to initiatives

    – Reports part added

    – New challenge particulars web page with tquestion graph

    – Assign tquestion to shopper possibility added

    – Projects class discipline has now an inventory of current classes.

    – Reply button added to shopper ticket view

    – Every tquestion has now time monitoring choices

    – Tquestion worth discipline help for decimal numbers added

    – Dashboard now adapts completely to greater display resolutions

    – Performance Improvements. Removed and mixed many javascript plugins for quicker web page loading.

    – Tquestion record particulars at the moment are proven in separate part

    – New datepicker applied with correct language based mostly date and time format help

    – Milestones for initiatives added

    – Tquestion record objects can now be reordered by drag and drop

    – Clients can add tquestions possibility added to initiatives

    – Project possibility added to indicate solely personal tquestions for non tremendous admins

    – Quick entry submenu improved

    – jQuery up to date to model 1.12.4

    – Paypal Subscriptions limitless possibility

    – New login display with customized background possibility

    – Theme choices added to customise the theme colours

    – Added button dropdown to obtain or preview PDFs.

    – New and improved kind discipline design

    – Message electronic mail notification lacking attachment

    – Small calendar for dashboard

    – Expenses abstract of present yr on dashboard

    – Comparative between complete earnings and expanses by interval , to have the revenue on dashboard
  • Version 2.4.3 – 2016-04-12
    – Added: Payment receipt electronic mail template added
    – Added: FC2-queue header recognition added to electronic mail tickets as a way to preselect ticket queues by emails
    – Improved: Update notification on dashboard is now asynchrony to hurry up web page load
    – Improved: Dashboard calculations improved and up counter added
    – Improved: Invoice footer is now mounted to the underside of the web page and seen on each web page of the PDF
    – Fixed: Canceled standing shade added to bill templates
    – Fixed: The {client_contact} shortcut didnt get changed in notification mails
    – Fixed: WYSIWYG editor losses format after saving
  • Version 2.4.2 – 2016-03-09
    – Fixed: Issue after login of non Admins mounted

    – Fixed: Dashboard statistic now contains partial funds
    – Fixed: Staff permission points mounted
  • Version 2.4.1.6 – 2016-02-19
    – Fixed: Quotation Formbuilder couldn’t be saved.
    – Fixed: Quotation query 3 lacking.
    – Fixed: Email template editor not saving
    – Fixed: Ticket bulk shut difficulty
    – Fixed: Several different small bugs
    – Fixed: Paypal IPN error 500 on cost request
    – Updated: Language information up to date
  • Version 2.4.1 – 2016-02-08
    – Capcha added to default citation kind
    – Calendar added with Google Celendar integration
    – Assigned agent in citation was not proven on citation particulars
    – Client admins operate added
    – Estimate IDs usually are not linked to Invoice IDs anymore
    – Assigned agent in citation was not proven on citation particulars
    – Capcha added to default citation kind
    – Paypal IPN difficulty mounted
    – Automatic ticket project after shopper registration added
    – Many small bugs mounted and total system improvments
  • Version 2.4.0 – 2015-12-07
    – Partial funds and cost monitoring
    – Copy challenge performance
    – Authorize.internet cost gateway added
    – Prefix possibility for reference IDs
    – Canceled possibility added to bill standing record
    – Norwegian language translation added
    – Line fracture help in merchandise particulars
    – Notify shopper checkbox for brand spanking new tickets added
    – The topic of the password reset mail didn’t use the topic given
    – Email tickets now makes use of reply to handle if obtainable
    – Mobile quantity not exhibiting on shopper overview
    – Message icon nonetheless seen after message module is disabled
    – Closed initiatives at the moment are hidden from initiatives record by default
    – Project procress indicator reploads when tquestion will get checked/unchecked
    – Page numbers added for PDF invoices and estimates
  • Version 2.3.5 – 2015-10-14
    – Design up to date
    – Email tickets not getting fetched accurately mounted.
    – Some widespread log messages filtered and warning ranges prioritised
    – Subscription subsequent cost date not exhibiting on shopper facet mounted
    – Tquestion record type improved
    – System stability improved
    – Staff share difficulty on challenge overview web page mounted.
  • Version 2.3.4 – 2015-09-30
    – Invoice reference numbers at the moment are editable
    – Bootstrap 3 framework up to date
    – Animation engine modified to velocity.js to enhance efficiency
    – Tquestions record now reloads in background robotically when including new tquestions
    – Dashboard design up to date
    – Project web page splitted into a number of tabs
    – Project timer is now proven in realtime on challenge overview
    – New statistics added to challenge overview
    – Projects progress bar eliminated and animated circle added
    – Assigned brokers at the moment are proven on the initiatives desk
    – MP3 audio playpack help added for media information preview
    – The description didn’t seem when including objects to estimates
    – Responsiveness of person desk in settings mounted
    – Register utilizing an electronic mail that has beforehand been deleted didn’t work
    – Email tickets stopped on particular caracters in electronic mail content material
    – Items amount comma to level alternative added
    – No tquestions but – on challenge web page didn’t get translated
    – Message mark record all the time empty mounted
    – Notification when shopper uploads media information added
    – Client password generator difficulty with unallowed characters mounted
    – Declined estimates are exhibiting up on occasions as overdue mounted
    – Default ticket sort not engaged on new ticket kind
    – German translation corrections
    – Client firm brief code lacking on credentials electronic mail
  • Version 2.3.0 – 2015-06-22
    – New PDF templates
    – Client registration web page added
    – Money format and foreign money place possibility in settings added
    – Item description discipline added
    – Wrong title displayed on despatched messages mounted
    – Second tax possibility added
    – Company vat quantity added
    – Dashboard calculation makes use of default tax even bill has set tax to Zero mounted
    – Client password might be generated when sending credentials
    – Dompdf library up to date to help customized .ttf fonts
  • Version 2.2.9.2 – 2015-05-19
    – Estimates function added
    – Expenses Tracker function added
    – Payment Date enter discipline for invoices
    – Background of header brand eliminated for higher help of huge logos
    – Invoice – Project choice not filtered by chosen shopper
    – Notification electronic mail not despatched to shoppers on media add in initiatives
  • Version 2.2.8 – 2015-03-26
    – Blueline Theme replace
    – Uploader bug mounted
    – Error on shopper messaging mounted
  • Version 2.2.7 – 2015-03-22
    – Attachment possibility for messages added
    – Project quantity calculation not appropriate
    – Due date for subscription invoices modified from 3 to 14 days
    – Stripe redirect after cost difficulty resolved
    – Invoices don’t open on click on in shopper challenge view
    – Default due date for subscription invoices set to 14 days
    – Message can’t be deleted after reply mounted
    – Agent can see all of the initiatives on fast entry even they don’t seem to be assigned to them mounted
    – Some different small bugs mounted
  • Version 2.2.6 – 2015-02-16
    – Message viewport on 1024px width mounted
    – Menu difficulty on cellular shopper view mounted
    – Timer can now be set by hand
    – Login fade in impact added
    – Problem with feedback on media information mounted
    – Message couldn’t be double replied
    – Client firm variable for electronic mail templates
    – Stripe cost gateway integration (pay with bank card)
    – Bank switch added to cost strategies
    – Project progress bar will get inexperienced when 100%
    – Tquestions List can now be sorted by standing
    – Custom citation spam safety added
  • Version 2.2.5 – 2015-01-22
    – UI enhancements
    – Mobile menu not closing mounted
    – Messages delete possibility will not be obtainable in blueline theme mounted
    – Table rows not clickable on cellular mounted
    – Some CSS bugs mounted
    – Old credentials template nonetheless utilized in blueline theme mounted
    – Email tickets not getting fetched accurately mounted
    – Paypal IPN callback points mounted
  • Version 2.2.4 – 2015-01-01
    – Active menu level has now an indicator
    – Blank web page after sending message mounted
    – Client firm delete operate mounted
    – Profile picture not changeable mounted
    – CSS bugs in Firefox mounted
    – Timer reset button doesn’t seem mounted
    – Quick entry dropdown not working mounted
  • Version 2.2.3 – 2014-12-22
    – Tquestion add difficulty utilizing Firefox mounted
    – Delete operate utilizing Firefox mounted
    – Project create utilizing Firefox mounted
    – CSS bugs mounted
  • Version 2.2.1 – 2014-12-14
    – Ticket standing change button
    – Description discipline for tquestions
    – Priority for tquestions
    – Value discipline for tquestions
    – Activity feed for initiatives with remark performance.
    – Messaging function redesign and entry to despatched messages
    – Dashboard statistic yr choice
    – [FIXED] CSS line fracture mounted in tquestion record if title is simply too lengthy
    – [FIXED] Reset password hyperlink for the e-mail tackle nonetheless sends an electronic mail even after person is disabled.
    – [FIXED] User nonetheless on-line after logout
    – [FIXED] Ticket emails haven’t any reply to handle so ticket notifications can not replied by way of electronic mail.
    – [FIXED] no notification when tickets are opened by electronic mail
    – Link between invoices and initiatives
    – Datatables save desk sorting order on web page refresh.
    – Client VAT quantity discipline
    – State/province discipline for shoppers
    – Note discipline on shopper particulars
    – Dynamic tax for invoices
    – New flat design construct on Bootstrap 3
    – Due date for tquestions
    – Checkboxs for ticket record with batch performance
    – Bulk actions for ticket record
    – [FIXED] Custom citation kind checkbox values just one choice is remembered
    – [FIXED] Custom citation „part fracture“ difficulty
    – Statistics for challenge, ticket and bill overview web page
    – Quotation kind builder up to date
    – Quotation kind redesign
    – [FIXED] Login difficulty utilizing PHP 5.5+
    – An Edit Profile icon could be higher for a customers settings web page slightly than clicking on the title.
    – Email notification on new media information and feedback

    – Add reopen standing for tickets
  • Version 2.1.7 – 2014-04-15
    Fixed – Ticket notification electronic mail reply tackle empty
    Fixed – Custom citation delete bug
    Fixed – Quotation checkbox not consistent with label
  • Version 2.1.6 – 2014-03-18
    Bug repair for including objects to invoices
  • Version 2.1.5 – 2014-03-10
    Custom Quotation Feature
    Calculating difficulty with reductions on dashboard stats mounted
    jQuery up to date
    Several bugs mounted
  • Version 2.1.4 – 2014-01-03
    Error in ticket view mounted
  • Version 2.1.3 – 2013-12-30
    Error on bill pdf era mounted
  • Version 2.1.2 – 2013-12-28
    Ticket notification bug mounted
    Invoice not discovered bug mounted
    Email ticket content material fractures on particular characters mounted
    Notes added to Project view
    Tquestions record now has it’s personal row
    Status picture on invoices at the moment are multilingual
    Project media preview helps now some video varieties
    Other small bugs mounted
  • Version 2.1.1 – 2013-07-10
    Fixed – Quick repair for some bugs
  • Version 2.1.0 – 2013-06-09
    Update – Support ticket function added
    Update – Show solely assigned initiatives if not admin
    Update – Country discipline added to firm fields
    Update – PDF preview in media file view
    Fixed – Many small bug fixes and different enhancements
  • Version 2.0.8 – 2013-04-08
    Update – Short tags for electronic mail template topics
    Update – Message textual content in notification electronic mail
    Update – Notification electronic mail on challenge project
    Update – Online widget exhibits on-line shoppers
  • Version 2.0.7 – 2013-04-02
    Update – New PDF bill format
    Fixed – Error on lacking module entry
    Fixed – Several small bugs
    Fixed – Table kind by date difficulty
  • Version 2.0.6 – 2013-03-22
    Fixed – Upload difficulty on Safari
  • Version 2.0.5 – 2013-03-19
    Fixed – PHP brief tag difficulty
    Fixed – CSS altering difficulty
  • Version 2.0.4 – 2013-03-16
    Added – Portuguese translation
    Fixed – Mobile scroll difficulty on modal dialog (iPhone 4+5)
    Fixed – Language information improved
    Fixed – Some small bugs
    Fixed – Dashboard statistic calculation difficulty
  • Version 2.0.3 – 2013-03-12
    Fixed – Some textual content not translated
    Fixed – Mobile scroll difficulty on modal dialog (iPhone)
    Fixed – Language information improved
    Fixed – Several small bugs mounted
  • Version 2.0.2 – 2013-03-10
    Fixed – Some textual content traces not translated
    Fixed – Language menu for cellular units not working accurately
    Fixed – Modal scrolling difficulty on cellular units
    Fixed – Default language is all the time english
  • Version 2.0.1 – 2013-03-08
    – Bugs fixes
    – Language information up to date
  • Version 2.0.0 – 2013-03-07
    – First launch

You are a freelancer and you’re trying to find a instrument which lets you handle your
enterprise? Well, then don’t look any additional! The thought behind Freelance Cockpit 2 is to
present a instrument for each freelancer to carry all necessary informations
collectively.

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