Everything you need. Built together.

Document, drawing & workflow management for teams.

• 📅

  Gantt Charts

  Interactive drag-and-drop Gantt charts with milestone tracking.

• 🗂️

  Kanban Boards

  Visualise work in progress with flexible drag-and-drop boards.

• 📄

  Document Management

  Open, review, share, and annotate drawings and documents.

• 📊

  Progress Tracking

  Weighted completion rolls up from tasks to the full portfolio.

• 🤖

  AI Assistant

  Ask the AI for workflow advice and project planning help.

• ⬇️

  PDF / Excel Export

  Rich PDF with cover & TOC, Excel, CSV, or native EPZ.

project.zolbysolutions.com

Highway Bridge Renovation

GanttKanbanCalendarTilesAI Chat

W1

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W11

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W14

W15

%

Site Survey

100%

Foundation

80%

Framing

45%

Electrical

10%

Finishing

0%

Overall (weighted)47%

3

On Track

1

At Risk

1

Delayed

Click the tabs above to explore each view mode

Build better habits. Achieve your goals.

• 🔥

  Habit Streaks

  Build momentum with daily streaks and automatic recovery tools.

• 🎯

  Goal Setting

  Link habits to measurable goals and track every milestone.

• 📊

  Smart Analytics

  Weekly & monthly reports show exactly where you're improving.

• 🏆

  Gamification

  Earn badges, climb levels, and stay motivated with rewards.

• 👥

  Team Collaboration

  Invite colleagues to shared habits and build together.

• 📚

  Habit Library

  Start instantly with 20+ pre-built habit templates.

Manage leads, pipelines, and customer relationships.

• 🎯

  Lead Pipeline

  Visual kanban pipeline to track every lead from prospect to close.

• 📞

  Contact Management

  Centralise all customer data, interactions, and history in one place.

• 📈

  Sales Forecasting

  AI-powered revenue forecasts based on pipeline stage and close probability.

• 📧

  Email Integration

  Send, track, and log emails directly from the CRM.

• 🔔

  Follow-up Reminders

  Never miss a follow-up with smart automated reminders.

• 📊

  Reports & Dashboards

  Real-time dashboards for team performance and deal analytics.

Onboarding, employee records & performance management.

• 🆕

  Smart Onboarding

  Automated onboarding checklists and document collection for new hires.

• 📁

  Employee Records

  Centralised digital employee files with version-controlled updates.

• ⭐

  Performance Reviews

  360° reviews, goal tracking, and calibration tools for all teams.

• 📅

  Leave Management

  Employees request leave; managers approve with one click.

• 📜

  Policy Management

  Create, publish, and track acknowledgement of company policies.

• 📊

  HR Analytics

  Headcount, attrition, and diversity metrics at a glance.

Create, send & track professional invoices in seconds.

• ⚡

  One-click Invoices

  Generate branded invoices from quotes or scratch in under 30 seconds.

• 💳

  Online Payments

  Accept card, bank transfer, or crypto — payments land directly in your account.

• 🔁

  Recurring Billing

  Set up automated recurring invoices for retainer and subscription clients.

• ⏰

  Overdue Reminders

  Automated chaser emails ensure clients pay on time.

• 🧮

  Tax & VAT Handling

  Multi-currency, multi-tax-rate invoicing with auto-calculated totals.

• 📊

  Revenue Reports

  Outstanding, paid, and overdue balances visualised in real time.

Track hours, billable time & project costs effortlessly.

• ▶️

  One-click Timer

  Start a timer from any task or project with a single click.

• 📋

  Weekly Timesheets

  Submit and approve weekly timesheets with manager sign-off workflow.

• 💰

  Billable vs Non-billable

  Automatically split time into billable and internal categories.

• 🔗

  Project Integration

  Link logged hours directly to project tasks and Gantt timelines.

• 📄

  Timesheet Reports

  Export detailed time reports by project, client, or team member.

• ⚠️

  Overtime Alerts

  Notify managers when employees approach their contracted hours.

Leave requests, accruals & team absence calendar.

• 📝

  Leave Requests

  Employees submit requests in seconds; managers approve in one click.

• 📅

  Team Calendar

  See who's off at a glance with a shared visual absence calendar.

• 📈

  Accrual Engine

  Automatic leave accruals based on tenure, contract type, and policy.

• 🏷️

  Leave Types

  Annual leave, sick days, parental leave, TOIL — fully configurable.

• ⚖️

  Policy Compliance

  Built-in rules ensure compliance with regional leave regulations.

• 📊

  Absence Analytics

  Track absenteeism rates and trending leave patterns across the team.

Capture receipts, submit claims & reimburse in days.

• 📸

  Receipt Capture

  Snap receipts with your phone — OCR extracts the details automatically.

• 📤

  One-tap Submission

  Submit expense claims individually or in batches for approval.

• ✅

  Approval Workflow

  Multi-level approval chains with notifications at every step.

• 💸

  Reimbursement

  Integrate with payroll or bank — employees get paid in days.

• 🏷️

  Category & Policy

  Set spend limits and categories to keep expenses policy-compliant.

• 📊

  Spend Analytics

  Visualise spend by department, category, or employee in real time.

Personal & team task management, re-imagined.

• ⚡

  Quick Capture

  Add tasks instantly from any device — keyboard shortcut or voice.

• 📌

  Smart Priorities

  Eisenhower matrix and AI-suggested priority levels for your backlog.

• 🔁

  Recurring Tasks

  Set daily, weekly, or custom repeat rules for routine work.

• 👥

  Team Lists

  Share lists with teammates and assign tasks with due dates.

• 🔗

  Project Link

  Link todos to Zolby Project tasks to bridge personal and team work.

• 📊

  Completion Stats

  Weekly completion rate and productivity trends in a simple dashboard.

Quotations, orders & sales pipeline — all in one place.

• 📝

  Quote Builder

  Professional, branded quotes with product catalogue and discount controls.

• 🔄

  Quote to Order

  Convert approved quotes to sales orders with a single click.

• 📦

  Order Management

  Track order status from creation through fulfilment and delivery.

• 🏷️

  Price Books

  Multiple pricing tiers for different customer segments and regions.

• 📊

  Sales Analytics

  Live dashboards for revenue, win rate, and sales cycle length.

• 🤖

  AI Deal Scoring

  Machine-learning model scores each deal's likelihood to close.

Procurement, purchase orders & vendor management.

• 📋

  Purchase Requests

  Employees raise purchase requests; managers approve with full audit trail.

• 📄

  PO Generation

  Auto-generate structured purchase orders from approved requests.

• 🤝

  Vendor Management

  Centralised vendor profiles with ratings, contacts, and documents.

• 📦

  Goods Receipt

  Record deliveries and match them to POs for three-way reconciliation.

• 💳

  Invoice Matching

  Automatically match vendor invoices to POs and goods receipts.

• 📊

  Spend Reports

  Analyse spend by vendor, category, department, or time period.

Track every asset — from purchase to retirement.

• 🏷️

  Asset Registry

  Comprehensive register of every asset with QR / barcode tagging.

• 📉

  Depreciation

  Straight-line, reducing balance, and custom depreciation schedules.

• 🔧

  Maintenance Schedule

  Link assets to Zolby Maintenance for automated service scheduling.

• 📍

  Location Tracking

  Know where every asset is assigned — site, department, or employee.

• 📄

  Document Vault

  Store warranties, certificates, and service history against each asset.

• 📊

  Asset Reports

  Net book value, utilisation, and lifecycle cost analysis.

Preventive & reactive maintenance management.

• 📋

  Work Orders

  Create, assign, and track maintenance work orders from request to close.

• 🗓️

  Preventive Schedules

  Calendar-based PM schedules triggered by time, usage, or condition.

• 📱

  Mobile Technicians

  Field technicians update work orders and capture photos on mobile.

• 🏗️

  Asset Integration

  Every work order links to a Zolby Assets record for full lifecycle history.

• 📦

  Parts & Inventory

  Track spare parts used per job and get low-stock alerts automatically.

• 📊

  MTTR / MTBF Reports

  Mean time to repair and failure metrics to optimise your maintenance plan.

Dispatch, scheduling & real-time field operations.

• 🗺️

  Smart Dispatch

  Assign the nearest available technician with skill-matched auto-dispatch.

• 📅

  Job Scheduling

  Drag-and-drop scheduling board with real-time availability.

• 📍

  Live Technician Map

  Track all field teams on a live map with ETA predictions.

• 📱

  Mobile App

  Technicians see jobs, update status, and collect signatures on mobile.

• 📷

  Photo Reports

  Capture before/after photos and attach them to job records.

• 📊

  SLA Analytics

  First-time fix rate, response time, and SLA compliance dashboards.

KPI dashboards & automated reports across all apps.

• 📊

  Drag-and-drop Builder

  Build custom dashboards with charts, tables, and KPI tiles in minutes.

• 🔗

  Cross-app Data

  Pull data from Project, CRM, HR, Maintenance, and all other Zolby apps.

• ⏰

  Scheduled Reports

  Email reports to stakeholders automatically on your chosen schedule.

• 🎨

  Branded Exports

  Export pixel-perfect PDFs with your logo, colours, and cover page.

• 🔍

  Drill-down

  Click any chart to drill through from summary to underlying records.

• 🤖

  AI Insights

  Natural-language summaries highlight anomalies and trends automatically.

View, annotate, sign & manage PDF documents.

• 📖

  Fast Viewer

  Smooth rendering of large PDF documents on any device.

• ✏️

  Annotations

  Highlight, comment, stamp, and draw directly on documents.

• ✍️

  eSignatures

  Legally binding electronic signatures with full audit trail.

• 📝

  Form Filling

  Fill AcroForms and flatten to a non-editable signed copy.

• 🔒

  Password Protection

  Encrypt PDFs and set permissions for printing and copying.

• 🔗

  Link to Projects

  Attach PDFs directly to Zolby Project drawings and tasks.

Plan budgets, track spend & forecast cash flow.

• 📊

  Budget Planning

  Set annual or monthly budgets by department, project, or category.

• 📈

  Cash Flow Forecast

  AI-powered rolling forecast based on actuals and pipeline.

• ⚠️

  Overspend Alerts

  Get notified the moment a budget category approaches its limit.

• 🔗

  Expense Integration

  Expenses from Zolby Expense flow into budgets automatically.

• 📄

  Budget Reports

  Variance analysis, actuals vs budget, and trend reports on demand.

• 👥

  Department Owners

  Assign ownership of budget lines to department heads.

Secure authentication & identity management for all apps.

• 🔑

  Single Sign-On

  One login across all Zolby apps — no more password juggling.

• 📱

  MFA / 2FA

  Enforce multi-factor authentication for every user in your workspace.

• 🛡️

  Role-based Access

  Fine-grained permissions — control exactly who sees what.

• 🔍

  Audit Log

  Full login history and activity trail for compliance and forensics.

• 🌐

  Social Login

  Let users sign in with Google, Microsoft, or Apple accounts.

• ⚙️

  API Tokens

  Issue and revoke API tokens for machine-to-machine integrations.

Workspace settings, users & billing — all in one place.

• 👥

  User Management

  Invite, deactivate, and manage roles for all workspace members.

• 💳

  Billing & Plans

  Upgrade, downgrade, or manage your Zolby subscription in real time.

• 🏢

  Workspace Settings

  Customise your workspace name, logo, timezone, and defaults.

• 🔒

  Security Policies

  Enforce password policies, session timeouts, and IP restrictions.

• 📊

  Usage Analytics

  Monitor seat usage, active users, and feature adoption by app.

• 🔗

  Integrations

  Connect Zapier, webhooks, and third-party tools from one place.

Track workouts, nutrition & health goals daily.

• 💪

  Workout Logging

  Log sets, reps, weight, and cardio with a clean one-tap interface.

• 🥗

  Nutrition Tracker

  Track calories, macros, and water intake with a food database.

• 📈

  Progress Charts

  Visualise strength gains, weight trends, and body measurements.

• 🗓️

  Training Plans

  Follow pre-built plans or build a custom weekly training schedule.

• 🏆

  Personal Records

  Automatic PR detection with celebration badges and history.

• 🔗

  Habits Integration

  Link fitness goals to Zolby Habits for streak-based motivation.

Draft, sign & manage contracts end-to-end.

• 📋

  Contract Templates

  Start from 50+ legal templates or import your own Word / PDF files.

• ✍️

  eSignatures

  Collect legally binding signatures from any device, anywhere.

• 🔔

  Renewal Alerts

  Never miss a renewal — automated reminders weeks before expiry.

• 📁

  Version Control

  Track every change with full redline history and named versions.

• 🤝

  Counterparty Portal

  Guests can review, comment, and sign without needing an account.

• 📊

  Contract Analytics

  Track contract value, status, and renewal pipeline in one view.

Vehicle tracking, trips & fuel management for your fleet.

• 🚗

  Vehicle Registry

  Maintain a complete database of all vehicles with specs and status.

• 🗺️

  Trip Logging

  Log trips with driver, start/end points, mileage, and purpose.

• ⛽

  Fuel Management

  Record fuel fills, calculate cost per km, and spot inefficiencies.

• 🔧

  Service Reminders

  Schedule services by mileage or calendar and track service history.

• 📄

  Driver Documents

  Store licences, insurance, and vehicle documents with expiry alerts.

• 📊

  Fleet Reports

  Fuel cost, utilisation, and maintenance cost reports by vehicle.

Set OKRs, track milestones & celebrate achievements.

• 🎯

  OKR Framework

  Define Objectives and Key Results at company, team, and personal level.

• 📍

  Milestone Tracking

  Break goals into milestones and log progress with check-ins.

• 📊

  Progress Dashboard

  Real-time OKR health score with colour-coded status indicators.

• 🔗

  Cross-app Alignment

  Link goals to Zolby Project tasks and Habits for full alignment.

• 🏆

  Achievement Badges

  Celebrate goal completion with team-visible badges and announcements.

• 📅

  Quarterly Cadence

  Built-in quarterly review cycles keep teams on track year-round.

Customer support tickets, knowledge base & live chat.

• 🎫

  Ticket Management

  Omnichannel tickets from email, chat, and web form in one queue.

• 📚

  Knowledge Base

  Self-service articles reduce ticket volume and empower customers.

• 💬

  Live Chat

  Embed a live chat widget on any page — respond in real time.

• ⏱️

  SLA Tracking

  Set response and resolution SLAs with automatic breach alerts.

• 🤖

  AI Suggestions

  AI recommends KB articles to agents before they even start typing.

• 📊

  Support Analytics

  CSAT scores, ticket volume, and agent performance at a glance.

Stock management, purchase orders & supplier tracking.

• 📦

  Stock Control

  Real-time stock levels with low-stock alerts and reorder points.

• 📋

  Purchase Orders

  Raise and track POs to suppliers with delivery confirmation.

• 🏭

  Supplier Management

  Centralised supplier profiles, lead times, and order history.

• 🔍

  Barcode Scanning

  Receive and issue stock with mobile barcode or QR scanning.

• 📍

  Multi-location

  Manage stock across warehouses, sites, and storage locations.

• 📊

  Inventory Reports

  Stock valuation, turnover rate, and ageing analysis reports.

Track your portfolio, assets & investment performance.

• 📈

  Portfolio Dashboard

  Live view of all holdings — stocks, ETFs, crypto, and property.

• 💹

  Performance Tracking

  Track returns by asset, date range, and benchmark index.

• 🔄

  Transaction Log

  Log buys, sells, dividends, and splits with full history.

• 🌍

  Multi-currency

  Investments in any currency auto-converted at live rates.

• 📊

  Allocation Charts

  Visualise sector, geography, and asset class diversification.

• 🤖

  AI Insights

  Spot concentration risk and rebalancing opportunities automatically.

Private journaling with mood tracking & reflections.

• ✍️

  Rich Text Editor

  Write with a clean, distraction-free editor with formatting support.

• 😊

  Mood Tracking

  Log your mood with each entry and see patterns over time.

• 🔒

  End-to-end Encrypted

  Your journal is private — encrypted on-device before syncing.

• 🏷️

  Tags & Search

  Tag entries and full-text search across your entire journal.

• 📅

  Daily Prompts

  Optional AI-generated writing prompts to spark reflection.

• 📊

  Mood Analytics

  Weekly and monthly mood trends help you understand yourself better.

Automate payroll, payslips & statutory deductions.

• ⚡

  One-click Payroll

  Run payroll for your entire team in minutes, not hours.

• 📄

  Automatic Payslips

  Branded PDF payslips emailed to employees on pay day.

• 🧮

  Tax & Deductions

  Auto-calculate income tax, pension, and statutory deductions.

• 🏦

  Bank Integration

  Submit payment files directly to your bank or accounting software.

• 📋

  Payroll Reports

  Detailed cost reports by department, grade, and pay component.

• 🔗

  HR Integration

  Syncs with Zolby HR for seamless employee data and leave deductions.

Hire faster with applicant tracking & interview tools.

• 📋

  Job Postings

  Publish roles to your careers page and job boards in one click.

• 👥

  Candidate Pipeline

  Drag-and-drop kanban pipeline from application to offer.

• 📅

  Interview Scheduling

  Sync with calendars and auto-send invites to candidates.

• 📝

  Evaluation Scorecards

  Structured interview scorecards reduce bias and improve decisions.

• 📧

  Automated Emails

  Status update emails go out automatically at each pipeline stage.

• 📊

  Hiring Analytics

  Time-to-hire, source of hire, and funnel conversion reports.

Track all your subscriptions & never overpay again.

• 📋

  Subscription Registry

  Log all your SaaS tools and subscriptions in one central place.

• ⚠️

  Renewal Reminders

  Get notified days before any subscription renews or expires.

• 💰

  Spend Overview

  See your total monthly and annual subscription spend at a glance.

• 📊

  Category Breakdown

  Group subscriptions by team, category, or cost centre.

• 💳

  Payment Methods

  Track which card or account each subscription charges.

• 🔍

  Unused Detection

  Flag subscriptions with no recent usage so you can cancel waste.

Plan trips, manage itineraries & track travel expenses.

• 🗺️

  Trip Planner

  Create trips with destinations, dates, and day-by-day itineraries.

• 📅

  Itinerary Builder

  Add flights, hotels, and activities to a visual day-by-day timeline.

• 🧳

  Packing Lists

  Smart packing lists with templates for different trip types.

• 💰

  Travel Budget

  Set a trip budget and track every expense against it in real time.

• 📷

  Trip Memories

  Attach photos and notes to itinerary items to capture memories.

• 👥

  Group Travel

  Share trips with travel companions and split expenses easily.