14-day trial. Starter is CRM and accounting. Field service starts on Professional. AI is Enterprise only. Checkout is not connected.

Professional

Projects and tasks

Professional and above

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Projects and tasks sit in the same tenant as customers and invoices. They are included from Professional. They are hidden on Starter.

  • Tasks and projects for the tenant
  • Same users and roles as the rest of the workspace
  • Not included on Starter
  • Does not by itself create payroll or an invoice

How it looks in Serviqoo

Serviqoo · Tasks & projects
Serviqoo Tasks & projects screen

A board of stored tasks. There is no timeline and no workload total.