Resource
Invoicing and payroll are packed together in one simple web application you don’t need a manual to run. Let us walk you through some of the main components that make prompt integrated so easy to use.
A Step into the Prompt Integrated Dashboard
Dashboard
Prompt Integrated is an elegantly designed online invoicing and payroll software that caters to all your business needs without overwhelming you with unnecessary features. This all-in-one web application seamlessly integrates invoicing, payroll, estimates, client management, staff, contractors, and time tracking, making it a comprehensive solution for businesses of all sizes.


Invoice
Creating invoices from scratch or generating them from existing projects has never been easier. With just a click of a button, you can send out invoices to your clients, ensuring a seamless and efficient billing process. Once an invoice is sent, your clients will be instantly notified via e-mail, keeping them informed up-to-date. This steamlined approach not only saves times but also enhances communication and helps maintain a professional relationship with your clients.
Expenses
Prompt Integrated’s powerful and simple expense tracker revolutionizes the way you manage your business expenses. Gone are the days of rummaging through shoeboxes of receipts or wrestling with complex spreadsheets. With Prompt Integrated, you can effortlessly monitor your spending and instantly gauge your profitability. Its intuitive interface provides real-time insights, ensuring you stay on top of your finances with ease.


Estimates
Prompt integrated streamlines your entire engagement cycle by seamlessly handling both estimates and invoices. This comprehensive approach ensures that clients have a clear understanding of costs from the outset, fostering transparency and trust. By providing detailed estimates upfront and following up with precise invoicing, Prompt integrated eliminates confusion and reduces the likelihood of disputes. This clarity and efficiency give clients the confidence to move forward with projects, knowing that their financial expectations will be met without surprises.
Clients
Each staff user and client contact has their own profile page, meticulously designed to provide a comprehensive overview of their interactions and contributions. These profile pages feature an activity log that chronicles past project items and comments, offering a detailed history of engagement and progress. This log is an invaluable resource for tracking the evolution of projects, identifying patterns of collaboration, and ensuring transparency in communication. By maintaining such detailed records, the platform fosters accountability and enhances the efficiency of project management, making it easier to pinpoint successes and areas for improvement.


Forms
Our forms have the functionality that allows you to collect client data easily. With user-friendly interfaces and customizable fields, these forms can be tailored to fit the specific needs of your business. Whether you need to gather contact information, feedback, or detailed client profiles, our forms streamline the process, ensuring that the data is organized and accessible. This efficiency not only saves time but also enhances the accuracy of the information collected, enabling you to make informed decisions and improve client relationships.

Proposals
Prompt integrated is a crucial aspect of establishing strong client relationships, and it often begins with the use of proposals, also known as “Engagement Letters.” These documents clearly outline the scope of work, terms, and expectations, ensuring that both parties are on the same page. By securing agreements through digital signatures, businesses can streamline the contracting process, making it more efficient and convenient for clients. This not only helps in setting a professional tone but also reduces the likelihood of misunderstandings or disputes down the line, fostering trust and long-term collaboration.
Tasks
Efficiently manage your tasks and boost productivity with our intuitive Task Management tool. Whether you’re an individual professional, a small team, or a large organization, our platform is designed to streamline your workflow and keep you on top of your projects. Our tool offers a user-friendly interface that allows you to easily prioritize tasks, set deadlines, and collaborate with team members in real-time. With features like task boards, and deadlines, you can ensure that no task falls through the cracks. Experience the ease of managing your projects with our Task Management tool and see a significant improvement in your productivity and organization.


Time
Prompt integrated offers your team a versatile and efficient way to manage their time, whether by the month, week, or day. This flexibility ensures that planning hours in advance or tracking them retrospectively is seamless and stress-free. By providing multiple viewing modes, prompt integrated makes it easy to stay organized and maintain accurate records, ultimately improving productivity and accountability across your projects. This system not only simplifies administrative tasks but also allows your team to focus more on their core responsibilities, leading to enhanced overall performance.

Reports
In today’s fast-paced business environment, making informed decisions is critical to staying ahead of the competition. By leveraging powerful metrics such as sales, receivables, and revenue, you can gain deep insights into your business’s performance and identify key growth opportunities. Comprehensive business analytics provide the tools you need to transform raw data into actionable intelligence, enabling you to make strategic decisions with confidence. This seamless integration of data brings your business operations to life, offering real-time access and analysis right from the palm of your hand. Empower your growth with sophisticated analytics that not only illuminate your current standing but also guide your future success.
Staff
To add a client and their personal details, start by accessing the designated section where client information is registered. You’ll need to input various pieces of information about your client, including their name, address, zip code, city, state, country, email, and phone number. Carefully enter each detail into the corresponding fields to ensure accuracy. Once you’ve filled out all the necessary information, look for the save button typically located at the bottom or top of the form. Clicking this save button will securely store your client’s information in the system. Always double-check the entered details before saving to avoid any errors.


Payroll
Managing payroll can be a complex and time-consuming task, but Prompt Payroll makes it easy and efficient. With our intuitive wizard, you can seamlessly handle payslips, taxes, pensions, benefits, and notifications with a few simple clicks. Our automated system ensures accuracy and compliance, reducing the risk of errors and saving you valuable time. By simplifying these essential processes, Prompt Payroll allows you to focus on what truly matters—running your business and taking care of your employees.
Settings
In your business settings, you can customize a variety of essential details to get your operations up and running smoothly. This section allows you to specify key information, such as your business name, contact details, and industry type. You can also download and upload your business logo to ensure your brand is easily recognizable. Other features include updating your profile information, configuring your address details, and selecting your preferred theme to match your brand’s aesthetics. Additionally, you can tailor your invoice and estimate preferences to streamline your financial transactions, and adjust regional settings to accommodate different currencies, time zones, and languages. These settings ensure your business is well-organized and presents a professional image to your clients.
