All areas at a glance – from the pipeline to e-invoicing. Click any image to view full size.
Kanban Board
Tasks in configurable columns. Drag & drop status changes, colour-coded by priority.
Dashboard & KPIs
Revenue, open items, forecast and active projects at a glance – the daily overview.
Project List
All projects, budget status and deadlines at a glance. Filter by client, status or date range.
Project Tasks
Tasks grouped by phase, with status badges, assignees and due dates – right inside the project context.
Task Detail
Description, checklists, time entries, comments and dependencies – all in one view.
Project Invoices
Incoming and outgoing invoices directly on the project – budget, billed amounts and open milestones.
Documents & Attachments
Specs, contracts and files stored directly on the project – no separate file sharing needed.
Project Specification
Read service descriptions as Markdown directly in bestdesq – no switching to a file system, everything stays on the project.
Project Settings
Workflow template, categories and project parameters – individually configurable per project.
Outgoing Invoices
All outgoing invoices with amount, date and status – filterable by month and client.
Invoice Editor
Line items, VAT calculation and totals – create clearly and export print-ready.
Open Items
Outstanding customer payments at a glance – with due date, dunning level and remaining amount.
Incoming Invoices & XRechnung
Capture, review and prepare supplier invoices for DATEV export. XRechnung import included.
DATEV Export
Accounting batch as a DATEV export file, ready to forward to your tax advisor. SKR03/SKR04 compatible.
Lead Pipeline
Leads by stage, close probability and expected volume – from first contact to signed deal.
Lead Detail
All key info on a lead: budget, timeline, pipeline stage, activity log and contacts.
Quotes List
All quotes with amounts, clients and submission dates – total volume at a glance.
Quote Editor
Calculate line items, quantities and prices – directly from a lead or enquiry.
Quote Detail
Scope, amounts and client info – convert to a live project in one click.
Organisation List
Clients, suppliers and partners in one view – filterable by type, category and industry.
Organisation Detail
Overview, contacts, comments and activities – everything about the organisation at a glance.
Activities & Deals
All quotes and projects linked to an organisation with revenue and status – the complete client history.
Contact Detail
Contact person with role, contact details and direct link to their organisation.
Custom Fields (CRM)
Create custom fields for organisations – client numbers, industry classifications or contract-specific attributes.
Time Overview
All logged hours by day, task and project – with monthly total and a direct link to billing.
Bill Time Entries
Transfer selected time entries directly into an invoice draft – choose rate, position and invoice type.
Time → Invoice
Select time entries for invoicing and convert them into line items – rates and invoice type in one step.
Client Portal
Clients see project status, open invoices and approvals – no bestdesq account needed.
Team Utilisation
Who has capacity and when? Hour-by-hour breakdown per team member and week.
Profit & Loss
Income, expenses and contribution margin by month – as a stacked bar chart per project.
Project Effort
Hours and effort per project – plan vs. actual comparison for budget and capacity.
Revenue Planning
Planned revenue over time – forecast based on active projects and open quotes.
Resource Report
Capacity, utilisation and billable hours by month – breakdowns by department available.
Knowledge Article
Internal wiki built into bestdesq – process documentation, project-type templates and checklists, all in one place.
Account Settings
Logo, login options, theme, organisation details – all core account settings in one place.
Account Plan & Subscription
Current plan, active users and pricing overview – manage directly in the account.
Employee List
All users with name, email and phone – role-based access control included.
Employment Contract Data
Contracted hours, utilisation rate, project assignment and hourly rate – on the employee profile.
User Detail
Contact info, status, role, start date and project assignment – all on one page.
Absence Management
Manage absences for the whole team – holiday, sick leave and other time off.
Enable Modules
Which areas should be visible? Dashboard, Finance, Knowledge Base – toggle individually.
Enable Tasks per Module
Define in which modules tasks can be created – granular configuration per area.
Time Tracking per Module
Define in which modules time entries can be created – granular activation per area.
Pipeline Stage Configuration
Define sales stages with close probabilities – from first contact to Won.
Task Workflow Templates
Statuses, colours and transitions for tasks – individually configurable workflow templates.
Finance Settings (General)
Tax ID, VAT ID, payment terms and VAT rate – base configuration for invoicing.
Chart of Accounts
Configure expense accounts and DATEV account numbers – SKR03 and SKR04 supported.
Dunning Levels
Configure dunning levels and email templates – automated payment reminders built in.
Discount Arrangements
Store and manage client-specific discounts and pricing agreements.
Integrations
Configure GitHub integration – link commits and PRs directly to tasks. Linear, Personio and webhooks also available.
Notifications
Configure in-app and email notifications for tasks, comments and status changes.
User Profile
Name, email, contact details and optional profile information – your own profile in the system.
Personally choose which events trigger email or in-app alerts – independent of the team-wide settings.
Dark Mode
Choose between dark and light mode – customise the interface to personal preference.
API Tokens
Personal access tokens for MCP integration and the bestdesq API – revocable per session.
Leave Request
Manage and submit absence requests and leave directly from your own profile.
