Practice Manager with Projects


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Practice Management Essentials 2016 is a full-featured add-in for SharePoint designed for small businesses that do project work and bill by the hour or do fixed price work. It is completely rebuilt for 2016 to support a wide array of customizations!

Practice Management Essentials was designed for small practices. It has powerful features, but requires almost no setup. Invoices use an easily customized Microsoft Word document as a template. Tracking receivables and payments is a snap! Each client and project includes a OneNote notebook that allows free-form capture of notes and other important pieces of information according to your needs.

The Standard version adds additional integration with Microsoft Office and OneDrive for Business. It supports synchronization of contacts, meetings, and tasks with Outlook, mail merge with Outlook and Microsoft Word, and offline document synchronization features that make organizing documents for clients simple and effortless.

Note: Internet Explorer 8.0 is not supported.

Powering SharePoint customizations…