Project Management

From Lead to Invoice
One Connected Pipeline 🚀


Capture leads, plan work, control costs, and bill fast—VS1 Projects gives your team a single source of truth across CRM, operations and finance.


VS1 Tasks and Pipeline

Pipeline, Tasks & Milestones

Work starts in the pipeline and flows into structured tasks and milestones. Priorities, statuses and due dates keep everyone aligned—from presales activities to project delivery.

Resource & Capacity Planning

Allocate people, teams and equipment based on live availability. Prevent bottlenecks, balance workloads and see utilisation in real time—connected to payroll and job costing.

Resource scheduling and utilisation
Gantt, calendar and Kanban

Scheduler, Gantt & Dependencies

Drag-and-drop timelines with predecessors, critical path and baselines. Switch between Gantt, Kanban, calendar and list views without losing context.

Time, Costs, Quotes & Billing

Track time and materials, raise quotes and convert to sales orders—then push to repairs/service if needed and invoice instantly. Budgets, margins and WIP are always up to date.

Budgets and billing
Project dashboard and integrations

End-to-End Integration

Projects connect across VS1 CRM, Quotes, Inventory, Purchasing and Accounts. Auto-reserve stock, raise POs from tasks, sync costs to ledgers and keep finance aligned in real time.

Why project & service teams choose
VS1 Cloud



Integrated Projects System

Fully Integrated

From pipeline to delivery and billing—every step lives in one system. No exports, no double entry, no missed handovers.

Real-Time Project Tracking

Real-Time Visibility

Know what’s on track, what’s blocked and what it’s costing—live progress, budgets and profitability at a glance.

Scalable Project Software

Built to Scale

Start simple, grow fast. Add users, projects and phases without changing tools or breaking your process.

Advanced Project Management Features

A powerful toolkit to move work from prospect to profit—without leaving VS1.



Milestone Management

Define deliverables, owners and dates—track progress in real time from initiation to completion.

Team Scheduling

Drag-and-drop assignments with instant visibility of availability, skills and capacity.

Materials & Inventory

Allocate and reserve stock to jobs automatically, with low-stock and allocation alerts.

Project Analytics

Monitor burn, margin, WIP and utilisation—spot risks early and keep projects profitable.

Project Integration

From Project Initiation
to Finance

VS1 Projects links CRM and delivery—create a project from a lead, track time and materials, push quotes to sales orders, route work to repairs if required, and invoice in one flow. Every action updates your financials live, so costs, revenue and margin are always accurate.

Core Project Functionality

Recurring Task Scheduling

Memorise phases or repeatable tasks and let VS1 remind you automatically—perfect for retainers, maintenance windows and quarterly reviews.

Fully Integrated Calendar

Book milestones and tasks to the VS1 calendar, allocate resources and add reminders so deadlines never slip.

Client Job
History

See the full project story for every client—scope, changes, time, materials and profitability, all in one place.

One System... Total Control