Choose your industry when you sign up and MSMEPulse sets up ready-made projects for it: milestones with their share of the fee, tasks and sub-tasks with roles, and the documents you need from the client. Change them to suit you; they're yours.
app.msmepulse.com/projects/templates
What's inside a template
Milestones due a number of days after the start, each with its share of the contract value.
Tasks and sub-tasks with roles such as Manager or Junior, filled with real people when you start the project.
A document checklist: what the client must send, by when, and which documents are compulsory.
A preview with real dates and amounts before anything is created.
Your own templates: edit ours, or save any finished project as a template.
26 industries, 71 ready-made templates
Pick your industry at signup and its templates are in your library straight away. More are added over time; new versions are offered to you, never forced.
Accounting, tax and compliance
Recurring filings and year-end work, with every client document tracked.
Doing something else? Choose “Other” at signup and tell us what you do. You can build your own templates in minutes.
Document checklist
Never start work without the client's papers
Each project lists the documents it needs: who provides them, when they're due, and which are compulsory. Files are attached right there, and a milestone can't be closed while a compulsory document is missing, unless a manager overrides it with a reason.
Documents still to come show on the client's page and on your Business Pulse, so they get chased.
app.msmepulse.com/projects
Pick your industry, start with a ready-made project
Your templates are waiting the moment you sign up.
