Product Features

Over 10 years of innovation and development with your firm in mind.

Paint a clear picture of what is happening in your business, real-time.

Spend less time pulling data and creating reports and more time acting on insights. Our highly customizable, easy-to-use tools are optimized around how consulting firms operate and measure their business.

Dashboards

New

Highly configurable dashboards that display the most critical information and metrics on your projects, your team and your business. Quickly and easily filter by any key element to understand what is happening in real-time.

Custom Reports

New

Our powerful reporting engine is completely customizable, enabling you to create almost any report imaginable. You can create an unlimited number of custom reports to measure almost any aspect of your business the way you want to.

Standard Reports

New

A series of reports optimized around measuring the performance of an environmental consulting firm. Built from years of working with environmental firms, our standard reports help you get a handle on critical parts of your business quickly. Learn More

Custom Project Reports

New

Capture important information and structure your projects to match the way you do business.  Get deeper, clearer insights into your projects to ensure they are delivered on-time and profitable. Learn More

Project Tracking

New

Track projects from start to finish through whatever phases, milestones, types and more. Get a clearer picture of which projects need your attention and focus.

Make life easier for you and your project managers.

A deeply integrated project management platform that is easy to use and highly flexible to however you work. The system makes it easy to set up and modify projects, assign tasks and track deadlines.

Time Tracking

New

Track billable and non billable time with our desktop and mobile time entry system optimized for scientists and engineers. Improve the accuracy of your time-tracking and reduce the burden on your team to keep their time up-to-date.

Custom Project Reports

New

Capture important information and structure your projects to match the way you do business.  Get deeper, clearer insights into your projects to ensure they are delivered on-time and profitable. Learn More

Gantt Charts

New

Quickly visualize your project timeline and resources with the most flexible Gantt chart on the market. One of the most powerful tools in the project managers tools box a Gantt chart can help you manage your projects more effectively.

Notifications & Reminders

New

Highly configurable email and system notifications for tasks, projects and more. Choose when and how to notify users plus select exactly what information is included in the notifications.

Project Tracking

New

Track projects from start to finish through whatever phases, milestones, types and more. Get a clearer picture of which projects need your attention and focus.

Task Management

New

Powerful and easy-to-use task management that allows you to create, assign and manage tasks. The core of our project management system, we optimized our tasks to serve the needs of scientists and engineers.

Workflows

New

Automate business processes with powerful and flexible workflows. Design tasks and other elements to help automate your existing processes.

Activity Feed

New

Real-time information on recent activities on projects, clients and more. Quickly get the latest information on what is happening on critical projects without having to search through emails or notes.

Project & Task Templates

New

Custom and pre-configured templates flexible to any service process. Quickly and easily setup projects and tasks.

A complete solution that brings project management and cost management together.

Track all the financial aspects of your project in one-place and automate critical elements of your client billing. Know ahead of time if a project is headed for an overrun and maximize the profitability of all your projects.

Cost Management

New

Assign direct and indirect costs to internal and external resources that enable you to track costs at any level. Makes it easy to track profitability and cost in a variety of different ways.

Expense Tracking

New

Track direct and indirect expenses, receipts and more with our desktop and mobile expense entry. Fully integrated and easy-to-use, our expense tracking reduces the administrative burden on your entire team.

Invoicing

New

Automatically generate highly customized paper or electronic invoices easily. Create, edit, approve and manage your invoices in one-place. Our invoicing capabilities can be the game changing element in automating your back office.

Mobile Time & Expense Entry

New

Easy-to-use time and and expense entry from your mobile device. Allows you to enter time and expenses on the road or in the field.

Rate Schedules (billing rates)

New

Assign rate schedules to specific projects, clients or even tasks. Create billing rates that can assigned to specific tasks or individuals. Makes it simple to track and bill time for time & materials projects.

Approval Workflows

New

Flexible and configurable approval workflows for critical components of your process. Ensure quality and timely checks on entered information in the system.

Time Tracking

New

Track billable and non billable time with our desktop and mobile time entry system optimized for scientists and engineers. Improve the accuracy of your time-tracking and reduce the burden on your team to keep their time up-to-date.

Project Estimates

New

Create accurate project estimates that are more informed by your previous work. Ditch the excel spreadsheet and improve the accuracy of your project estimates. Drive consistency among your project managers.

Finally, something better than a white board.

Get a clearer picture of what people and equipment are doing, where they are and how much work they have. Increase utilization across the board by balancing workload and schedules and optimizing how your team works and their priorities.

Calendar

New

Track events, meetings, resources, tasks and more with our easy to use calendar. Get better visibility into your resources and manage your time more effective. Made even better by integrating with Google Calendar or Microsoft Office 365.

Workload Balancing

New

Gain clearer insight into team member's workloads and utilization. More effectively utilize your resources and increase their billable time.

Optimize your data storage and track everything better in one place.

Our incredibly flexible storage solution allows you to choose what you store and where. Use our system as a directory for files stored in different cloud storage services and leverage our storage solution to maximize the efficiency of all your data storage.

File Sharing

New

Secure file sharing of any size document with people inside or outside of your organization. Reduce your reliance on email, third party sharing apps and local server storage space.

Archiving/Recovery

New

Long-term storage of documents to maximize space and reduce your total cost to store information. Set customizable retention policies to ensure compliance. Also includes the ability to recover accidentally deleted documents.

Audit History

New

Complete visibility to document views, downloads, edits and more. Clearly track changes and roll-back to previous versions as needed.

Document Collaboration

New

Work together as a team to generate proposals and reports. Improve the speed and ease of creating documents.

Document Management

New

Store and organize documents, files, images and more. Reduce the costs of local server storage with centralized storage and improve how your information is organized.

Notes

New

Create, edit and share notes organized to projects, clients and more. Easy-to-use and organize notes make it easier to keep up to date on important items.

Version Tracking

New

Easily manage document revisions, identify changes and view previous versions of documents and files. Eliminate the need use filenames to track versions or accidentally saving documents over previous versions.

Increase the accuracy of your project estimates and generate better proposals.

Ditch the spreadsheets and build estimates based on your team's actual, real world experience delivering projects. Identify where and how to improve your overall profitability and ensure your projects get off on the right foot.

Project Estimates

New

Create accurate project estimates that are more informed by your previous work. Ditch the excel spreadsheet and improve the accuracy of your project estimates. Drive consistency among your project managers.

Proposals

New

Create and manage proposal development from within the system. Track, forecast and measure your proposal and their accuracy to improve your win rate and reduce the time it takes to generate proposals.

Know exactly what is going on with your clients and contacts.

Get real-time updates on your clients and their projects all in one place. Get piece of mind from knowing that you can instantly see what is happening with clients that have multiple projects.

Contact Management

New

Centralized storage of your contacts across your consulting firm. Makes it simple to keep your contacts up-to-date and organized.

The best system for keeping everything in your firm organized.

Ditch the server folders and use our powerful, unique approach to organizing for all of the information in your business. Best of all, you can organize it the way you want to that fits the way you do business.

Document Management

New

Store and organize documents, files, images and more. Reduce the costs of local server storage with centralized storage and improve how your information is organized.

Integrated Email Communications

New

Organize and manage your email from directly within the system. Reduce the time it takes to find important communications and categorize your email by project, client and more.

Filters

New

The most powerful and customizable filters help you organize information and create workflows. Our easy-to-use filters help you find the information you need quickly.

Linking

New

Link together multiple items (tasks, documents and more) to make them easier to find. Reduce the time it takes to find important information with additional

Inspire more effective teamwork and accomplish more.

Leverage tools designed to help your team work together and track their activity in the context of what’s important. Help your team communicate better and keep better track of what is going on with your clients and projects.

Activity Feed

New

Real-time information on recent activities on projects, clients and more. Quickly get the latest information on what is happening on critical projects without having to search through emails or notes.

Comment Tracking

New

Make, share and edit comments on tasks, documents and more. Improve the speed of collaboration and pull your conversations out of email and into context.

File Sharing

New

Secure file sharing of any size document with people inside or outside of your organization. Reduce your reliance on email, third party sharing apps and local server storage space.

Notification Subscriptions

New

Subscribe to important items (like tasks or documents) to get notified of important changes or updates. Get more real-time information on the things that are most important to you.

Cloud Storage

New

Highly-secure, access anywhere storage of your documents and files. Improve the security and accessibility of your information.

Document Collaboration

New

Work together as a team to generate proposals and reports. Improve the speed and ease of creating documents.

The most flexible project management software on the market, period.

While most software forces you and your team to change, we can fully adapt to your unique processes and way of doing business. No other software comes close to our flexibility and ability to customize.

Dashboards

New

Highly configurable dashboards that display the most critical information and metrics on your projects, your team and your business. Quickly and easily filter by any key element to understand what is happening in real-time.

Custom Reports

New

Our powerful reporting engine is completely customizable, enabling you to create almost any report imaginable. You can create an unlimited number of custom reports to measure almost any aspect of your business the way you want to.

Notifications & Reminders

New

Highly configurable email and system notifications for tasks, projects and more. Choose when and how to notify users plus select exactly what information is included in the notifications.

Branding

New

Use your logo and brand colors across the system and in invoices and communications. Help reinforce your branding and bring your team and clients closer together.

Custom Fields

New

Create custom fields for use in projects, tasks, documents, contacts and more to capture important information. Allows you to manage and track every facet of your business the way you want to.

Custom Forms

New

Create custom forms for data collection, checklists and more. Make it easy for your team to gather important information in the field or follow critical steps in your custom process.

Project & Task Templates

New

Custom and pre-configured templates flexible to any service process. Quickly and easily setup projects and tasks.

Never waste time again looking for the latest project information.

Use automation to organize your contacts and emails to make them easier to find. Let your clients know what is going on with our fully integrated email and newsletter solution.

Email Lists & Newsletters

New

Send batch and newsletter communications to your contacts directly from the system. Eliminate the need for additional marketing tools and make it easier to manage your contact lists all in one place.

Integrated Email Communications

New

Organize and manage your email from directly within the system. Reduce the time it takes to find important communications and categorize your email by project, client and more.

Collect important information and help your be more productive in the field and in the office.

Make data collection simple and easy with tools that are fully integrated into your project management system. Eliminate spreadsheets and other third party tools with fully customizable forms and checklists.

Custom Forms

New

Create custom forms for data collection, checklists and more. Make it easy for your team to gather important information in the field or follow critical steps in your custom process.

We take protecting your data seriously.

Security and protection are a key priority in everything we do, from software design to service and support.

Permission Management

New

Manage access to projects, documents and more with powerful user and group based permissions. Provides deep flexibility to manage access for your employees, partners and clients.

Secure, Web-Based access

New

Secure, login-in only access to the system from any modern web browser. Provides modern security for you and your data.

Archiving/Recovery

New

Long-term storage of documents to maximize space and reduce your total cost to store information. Set customizable retention policies to ensure compliance. Also includes the ability to recover accidentally deleted documents.

Cloud Storage

New

Highly-secure, access anywhere storage of your documents and files. Improve the security and accessibility of your information.

Connect EVX with the apps you already use.

Get more from your investment and automate even more by integrating with other, marketing leading software solutions.

Quickbooks

New

Two-way communication between EVX and Quickbooks on all financial information in the system. Continue using accountant friendly Quickbooks as your general ledger and choose to invoice in either system.

G-Suite

New

Use Gmail, Google Calendar and Google Docs from directly within the EVX platform. Send/receive email, calendar events and create and edit documents in real-time. Organize all your information from G Suite by project, client and more.

Microsoft Office 365

New

Use email, calendar and more from directly within the EVX platform. Send/receive email, calendar events and create and edit documents in real-time. Organize all your information from Office 365 by project, client and more.

See these features for yourself today!
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