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Manage your business from one single place

Wednesday, September 26th, 2018 by Servage

There are many business management, collaboration, communication and CRM apps out there, with more or less functionality. But what really makes a good one stand out from the crowd? It’s depending a lot on your needs, but certainly Skylight is a very interesting player in the field. It offers a wide range of functionality to improve the work processes in your organization.

Projects and milestones is your project management tool, which lets you and your team stay on top of current tasks, overall progress and workload. Core functions are:

  • Project activity feed keeps you up to date on everything that’s going on
  • Set milestones, add commenting and finalize those milestones
  • Stages segment your workflow into manageable tasks
  • Schedule resources, equipment and people
  • Track time and billing
  • Visual progress bars on the project, stage and milestones
  • Manage tasks and task lists
  • Create discussions and comments at every level
  • Project calendars provide week, two week, month and day views
  • Keep all files and communications organized by project
  • Create quotes, purchase orders and invoices

Tasks and time logging solves two major hassles easily: You can manage todos, and also log the time spent on work, for later use in billing or wherever you need that information. The core functions are:

  • Project activity feed keeps you up to date on everything that’s going on
  • Set milestones, add commenting and finalize those milestones
  • Stages segment your workflow into manageable tasks
  • Schedule resources, equipment and people
  • Track time and billing
  • Visual progress bars on the project, stage and milestones
  • Manage tasks and task lists
  • Create discussions and comments at every level
  • Project calendars provide week, two week, month and day views
  • Keep all files and communications organized by project
  • Create quotes, purchase orders and invoices

Files are supported in various formats, so you can work efficiently, no matter the data source, with the help from Google Docs.

  • Create, edit and import Google Docs files
  • Associate files with projects, contacts and resources
  • Upload any file to your Skylight account
  • Annotate JPEG, GIF and PNG images, and see previews
  • Upload, share and play video & audio files
  • Tag and filters files to create custom groups
  • Search across files contents

Invoices and Quotes helps you with boring accounting tasks, integrated with Skylights other pieces of information about your customers and projects.

  • Generate customized accounting reports
  • Use your company logos and customized header and footers
  • Import accounting codes from your favorite accounting package
  • Tag and filter to generate customized groupings
  • Reorganize line items using simple drag and drop interface
  • Create and import custom tax codes, discounts and your rate card

Contacts, Teams and Clients is where you organize the personal information of everyone involved in your organization, from customers to employees.

  • Keep track of clients, suppliers and related projects
  • Organize contacts by tags
  • Create relationships between contacts
  • Give clients, teams and contractors access to Skylight
  • Use Skype, IM, Twitter and other social media networks to connect with clients
  • Create tasks for contacts (i.e, call back)
  • Use filters and tags to easily create contact lists
  • Filtering contacts list by number, email, country and post/zip code
  • Input comments for all contacts
  • Organize all files and communications by contact
  • Use the accounting tab to track invoices, quotes and purchase orders for each contact

Schedule and Budget helps you to organize the usage of your resources, like people, rooms or equipment.

  • Automatic verification of resource availability and conflicts
  • Use preset rates to easily add costs and charge for each booking
  • Use quantities, date range or time logging to calculate cost and charge
  • Use drag and drop to adjust dates of each booking
  • Assign roles tags to each booking
  • Assign preset rates for cost and charge amounts
  • See all bookings from the resource or project point of view
  • Generate custom reports

Further useful features are the Dashboard, custom filters and tags, helping you to fit Skylight to work even better with the unique workflows of your organization.

Skylight is definitely a well-planned app with a lot of highly integrated functionality. Even if you’re already using a business management and collaboration app, I suggest giving this one a try too. I’m sure you can learn from it, even though you might decided against a transition.

Manage your business from one single place, 4.3 out of 5 based on 4 ratings
Categories: Business, Software & Webapps

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