Podio App Market

Complete small business management

This pack lets you manage clients, projects, payments and your team.

Complete small business management is a pack that lets you manage clients, projects, payments and your team. Optimized for freelancers and small businesses that don't want to spend much time on administration and rather focus on their work.

Created by

Milan Steskal

1 pack in App Market.

  1. Rating:
  2. Business Function: Business Development
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Screenshots

Apps in this pack

  1. Team

    Manage your team members and choose the best ones for your project.
    More info

  2. Sales

    Track every (even the smallest) sale to make sure that you don't forget to invoice your clients.
    More info

  3. Projects

    Keep the track of projects you are working on and don't get distracted with much with admin work.
    More info

  4. Purchase orders

    Track the costs of your contractors and team members.
    More info

  5. Invoices

    Invoices help you make sure that you can track the invoices and due payments.
    More info

Additional features with this pack

  • Tiles

    Pre-created tiles give an overview of your app's data

  • Filters

    Recommended filters to browse app data

Cat Lookabaugh

The only thing missing is a way to report across the apps within this pack. Such as: Total Income (All the paid invoices minus all the paid purchase orders) or Expected Income (All uninvoiced sales + all paid and unpaid invoices). How do we do this?

Graham Jacobs

The support area has a lot of hints about how to do this kind of thing

Cat Lookabaugh

Do you have any links? I thought i did a pretty thorough search and came up empty. Thanks :)

Graham Jacobs

It's not elegant but you can start here - https://help.podio.com/hc/en-us/articles/201019358-Calculations and then go here - https://help.podio.com/hc/en-us/community/topics/200101427-6-Calculations - post your question here if you find no references to your problem - the support staff are pretty quick of the mark.

Cat Lookabaugh

Thanks, I'll check it out this week-end and let you know how i fare :)

Graham Jacobs

Just a hint - you might want to create a separate 'Calculations' app (the video on the first link plus the attached PDF contain plenty of information) - good luck

Barun Singh

How to add client

Phillip Dakooler

I don't see the Client app? Is it no longer included in the pack? Thank you

Nick Banks

Client app???