Jobs & Deadlines
Keep every client job moving
Set up accounts, VAT, payroll, and tax work from templates, follow each job through your own stages, and let recurring work create itself.
Template. Start a job from a template and it arrives with its checklist and deadlines.
From the first request for records to the completed job
The structure a practice needs for work that comes round every month, quarter, and year.
Board and List
Drag jobs between stages on a board, or work from a detailed list with filters for job type, manager, team, and priority.
Your Own Statuses
Start with stages such as Awaiting Records, In Progress, With Client, and For Approval, then rename, recolour, and reorder them to suit your practice.
Job Templates
A template carries its actions, team, fee, and frequency. Deadlines are worked out from the period end, so each new job starts set up.
Recurring Jobs
Repeat work daily through to yearly. Completing a job creates the next period's job, and you can pause, resume, or stop a repeat at any time.
Books In
List the records each job needs from the client and mark them received or not needed. The job shows at a glance whether the books are in.
Action Checklists
Break a job into actions with an owner and a due date. Track each one as not started, in progress, waiting on client, blocked, or completed.
Deadlines Calendar
Internal and external deadlines on one calendar, for the practice or just for you, with counts of what is overdue and due this week.
Job Builder
Set up the same job for many clients in one go by assigning a template across your client list.
Managers and Teams
Give each job a manager and a team, and see logged time against the allocation as the work goes on.
Jobs that know about the rest of the practice
A job is tied to its client, the time spent on it, and the invoice it ends in.
Time Against Jobs
Time is logged to the job, so you can see hours and work in progress building as it moves.
Ready to Invoice
Each job carries its fee and WIP balance, and can be invoiced on its own or with the client's other jobs.
On the Client Card
A client's jobs, deadlines, and job communications appear on their record.
Ready to modernise your practice?
See how CecurPractice can streamline your entire practice — clients, jobs, compliance, and billing in one place. Book a demo and we'll show you.