Task2Bill Review
OUR SCORE 83%
- What is Task2Bill
- Product Quality Score
- Main Features
- List of Benefits
- Awards Section
- Technical Specifications
- Available Integrations
- Customer Support
- Pricing Plans
- Other Popular Software Reviews
What is Task2Bill?
Task2Bill is an online project management solution for streamlining how you manage your business. It eliminates the need of having multiple systems to stay on top of your team's projects and tasks. The thing that separates Task2Bill from other solutions is how it specializes in streamlining tasks with invoicing. After setting billable materials and tasks, you can immediately generate invoices to accelerate the billing process with accuracy. Task2Bill lets you access your projects anytime on any device. Hence, teams can easily collaborate and work on projects on the go. Some of its top features include task management, time tracking, centralized communication, milestones, and billing. To extend the software’s functionalities, you can integrate it with various major apps such as Google Drive, Dropbox, Box, Outlook Calendar, Google Calendar, Slack and Quickbooks. Overall, Task2Bill offers an end-to-end solution for managing projects with a 360-degree view of your team’s processes.Product Quality Score
Task2Bill features
Main features of Task2Bill are:
- Task management
- Project management
- Kanban
- Drag-and-drop interface
- Milestones
- Time tracking
- Custom roles
- Contact management
- Client rate chart and negotiation
- Billable items
- Invoicing
- Quotations
- Payment management
- 1GB free file storage
- Calendar synch
- Reminders, appointments, meetings
- Email and web notifications
- Reports
Task2Bill Benefits
The main benefits of Task2Bill are, it simplifies task and project management, keeps you on top of clients and contacts, optimizes billing, file storage, leverage team collaboration, and generates insightful reports. Task2Bill helps you monitor your tasks and deliver your project successfully. Here are some of its main benefits:
Simplify Task and Project Management
Task2Bill has a drag-and-drop interface to streamline task management. You can set priorities on tasks, check on its status, post comments, and track time on the tool. Based on Task2Bill reviews, users also like how they can set milestones for payments and task groups.
Stay on Top of Clients and Contacts
To manage your teams better, you can assign custom roles for employees to cater to their specific responsibilities. You also have default roles such as manager, admin, and working employee. Meanwhile, adding multiple contacts is available for your company and clients.
Optimize Billing
Task2Bill gives you a client rate chart and negotiation to calculate for invoicing and quotations. Set billable items and send quotations to clients with ease. Additionally, you can generate invoices and process payments online or add them manually.
Offer File Storage
Since you need file storage for your tasks and projects, Task2Bill provides a free 1GB storage space on its server. Additionally, you can integrate with cloud storage apps like One Drive, Google Drive, Dropbox, and Box.
Leverage Team Collaboration
After going through various Task2Bill reviews, we also find that users are maximizing Task2Bill’s collaboration solution to improve productivity. Team members can collaborate for appointments and meetings. It also automates reminders, notifications, and calendar and email sync.
Generate Insightful Reports
Based on your timesheet, projects, people and sales activity, you can generate reports to make a data-driven assessment of your projects. Identify which areas need improvement and fine-tuning to quickly respond to potential bottlenecks.
Awards Section
- Great User Experience Award
- Rising Star of 2018 Award
Technical Specifications
Devices Supported
- Web-based
- iOS
- Android
- Desktop
Customer types
- Small business
- Medium business
- Enterprise
Support Types
- Phone
- Online
Task2Bill Integrations
The following Task2Bill integrations are currently offered by the vendor:
- Google Drive
- Dropbox
- Box
- One Drive
- Google Calendar
- Outlook Calendar
- Slack
- Gotomeeting
- JoinMe
- Zoom
- Quickbooks Online
- Everhour
Customer Support
Pricing Plans
Task2Bill pricing is available in the following plans:
