What is Step Up Projects?

We’re here to make projects easier. Our tools help you stay organised, keep track of costs, and manage the details without the hassle. Whatever you’re working on, we’ll help you keep it moving and finish strong.

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Projects tracked

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Costs processed

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Users

Budgets and quotes

Plan projects with clear budgets and accurate quotes. Every cost is tied back to tasks, so you can see how work lines up with financial expectations.
Easy setup to load and prepare budgets and quotes
Build budgets that connect directly to tasks and milestones
Create and share quotes with clients or stakeholders
Adjust budgets when scope changes or variations occur

Scheduling

Keep projects moving with clear timelines and task ownership. Visual schedules keep teams and clients aligned.
View project phases in a Gantt-style chart
Assign tasks and deadlines to team members
Share schedules with clients or collaborators

Permissions and access control

Control who sees what. Permissions can be set at a granular level to match each user’s role.
Turn features on or off for individual users
Restrict sensitive financial data to selected roles
Provide clients with limited access to reports only

Timesheet tracking

Capture time spent across the team with accuracy. Hours are tied to tasks and flow directly into reporting and invoicing.
Log time entries against tasks or projects
Compare actual effort with planned budgets
Sync time data with payroll and reporting systems

Cost tracking

Track spending in real time and keep projects on target. All expenses are logged against tasks and budgets for complete visibility.
Track costs and time directly against budgets
Record actual costs against project tasks
Compare real spend with planned budgets
Flag overspending early with live reports

Bill tracking

Stay in control of incoming costs. Bills are stored, categorised, and connected to projects for clear accountability.
Record and manage bills in one place
Automatically digitise paper invoices with IPS
Allocate expenses to the right projects or tasks
Reconcile bills with budgets and reports

Purchase orders

Streamline procurement with purchase orders linked to project needs. Orders are tracked from request to reconciliation.
Upload supplier product files and attach them to projects or tasks for ordering
Create purchase orders from items already allocated to a project
Monitor the status of orders and deliveries
Match purchase orders with bills and invoices

Invoicing

Issue invoices that align with project progress. Link billing to costs, tasks, and budgets so there’s no gap between the work delivered and the invoices sent.
Create invoices based on tasks or project stages
Match invoices with recorded costs and payments
Maintain a complete billing history for each client

Financial reporting

Gain full visibility of project performance. Every invoice, bill, and payment is connected to budgets and tasks, giving you a clear picture of financial health.
Generate detailed reports across projects and tasks
Track stage payments and monitor profitability
Provide clients with direct access to live reports

Integrations

Connect projects to the systems you already use. Data flows seamlessly between your financial tools and the platform.
Sync payroll information with leading payroll systems
Link invoices and transactions with accounting software
Reduce double entry by keeping data consistent across systems
Integrated with Xero and QuickBooks

We've got your training covered

Get one-on-one training to help you get comfortable with the platform. We have a network of mentors across the country and can connect you with someone local when available.
Start your free trial

Services

Office support

We’ve got a team of experts who can handle the back-office jobs like payroll, tax, and bill processing. It’s an easy way to take some pressure off, with clear quotes provided by the service providers.
Find out more about office support

Invoice processing

Say goodbye to manual invoice handling. Just email your paper invoices to IPS (Invoice Processing Service), and they’ll take care of the rest. Your invoices will be digitised and ready for easy access and management.
Find out more about IPS

Curious about Step Up Projects?

Discover how it works! Watch our video walkthrough for a quick overview, or contact us below to speak with one of our experts
Contact us
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