Trillium T3

Total time0.00 h

Top ProjectNone

Top ClientNone

Daily Time

Project Breakdown

Team Activity

CRM Projects

Create quote/invoice-driven customer projects, then manage project tasks, tags, and optional company-defined project fields.

Live Timer

No active timer.

This week

Week total: 0.00 h

Last week

Week total: 0.00 h

Time Entries

The Current Month tab shows only this month. Use Reports for any custom date range.

Manual Time Entry

Detailed Report

Projects

Add Project

Projects are created from an accepted quote or from a quote that already has an invoice. Project number, description, PO #, and budget hours are controlled by the source records.

Tasks

Tasks are added to a selected project. Choose a client first, then choose the project number / project description. The selected client and project remain active so multiple tasks can be added to the same project.

Add Task to Project

Tasks for Selected Project

Employees

Add Employee

User Role Permissions

Side-by-side summary of what each core role can do in T3. Owner remains the highest authority account; Admin manages system data and users; Manager manages operational/project data and team time; User tracks their own time.

Capability	Owner	Admin	Manager	User
Use live timer	Yes	Yes	Yes	Yes
Create own manual time entries	Yes	Yes	Yes	Yes
Edit/delete own editable time entries	Yes	Yes	Yes	Yes
View own reports	Yes	Yes	Yes	Yes
View team/all users’ time	Yes	Yes	Yes	No
Create/edit time entries for other users	Yes	Yes	Yes	No
Delete another user’s editable time entries	Yes	Yes	Yes	No
Access Admin section	Yes	Yes	Yes	No
Manage clients	Yes	Yes	Yes	No
Manage projects	Yes	Yes	Yes	No
Manage tasks	Yes	Yes	Yes	No
Manage tags	Yes	Yes	Yes	No
View users list	Yes	Yes	Yes	No
Create/edit/archive normal users	Yes	Yes	No	No
Delete users with no time history	Yes	Yes	No	No
View audit log	Yes	Yes	No	No
Create/modify/delete Owner accounts	Yes	No	No	No
Owner-level override of locked/invoiced records	Yes	No	No	No

Owner

Full system authority, including owner-account control and final override capability.

Admin

System administrator for users, master data, audit review, and all time records, excluding owner-only controls.

Manager

Operational/project lead role for team time, clients, projects, tasks, tags, and reports without user administration.

User

Standard time-tracking role for entering, editing, and reporting on their own editable time records.

Audit Log

CRM Dashboard

Analytics overview for accounts, opportunities, quotes, projects, follow-ups, and recent CRM activity.

1. CRM Summary

Fast snapshot of account activity, quote status, project load, follow-up risk, and receivables.

2. Sales Pipeline

Opportunity value by current stage.

3. Quote Analytics

Quote status mix and value trends.

Quotes by Status

Quote Value by Month

4. Accounts / Customer Analytics

Top accounts ranked by accepted quote value, quoted value, and current activity.

5. Project Snapshot

Project health by billing type, task setup, and budget usage.

6. Follow-Up / Needs Attention

Stale opportunities, aging quotes, and projects that need setup attention.

Recent CRM Activity

Most recently updated accounts, contacts, opportunities, quotes, and projects.

Accounts

Accounts are the single customer/client master record used by Time Tracking, CRM, quotes, invoices, and accounting tax defaults.

Add Account

General Company Name Code Primary Contact E-mail Office Phone + Ext Cell Phone Fax Web Site Preferred Contact Tax Registration Number Business Number Company Logo

Payment Instructions Wire Transfer Information Direct Debit Information

Billing Address Billing Contact Name Street 1 Street 2 Street 3 City State / Province ZIP / Postal Code Country / Region Phone

Shipping Address Same as Billing Address Shipping Contact Name Street 1 Street 2 Street 3 City State / Province ZIP / Postal Code Country / Region Phone Shipping Method Freight Terms

Notes

Contacts

Add Contact

General Account Contact Name Title / Role E-mail Office Phone + Ext Cell Phone Fax Web Site Preferred Contact

Billing Address Billing Contact Name Street 1 Street 2 Street 3 City State / Province ZIP / Postal Code Country / Region Phone

Shipping Address Same as Billing Address Shipping Contact Name Street 1 Street 2 Street 3 City State / Province ZIP / Postal Code Country / Region Phone Shipping Method Freight Terms

Notes

Opportunities

Add Opportunity

Quotes

Create New Quote

QuickBooks-style quote builder. Create or edit the quote, then build the line items below.

Quote

Account Contact Email

Bill To Ship To

Quote No. Quote Date Expiration Date Status Revision Currency

Opportunity Project Project Description PO # Ship Via Shipping Date Tracking No. Payment Method Payment Terms Accepted By Accepted Date Tax Mode Total Amount

Sub-total$0.00 USD

Tax$0.00 USD

Total$0.00 USD

Note to Customer Internal Notes

Invoices

Active Invoices

Paid Invoices

Paid invoices are retained here, separate from invoices that still require action.

Create New Invoice

Create or edit the invoice, then build the invoice line items below.

Invoice

Account Quote Contact Email

Bill To Ship To

Invoice No. Issue Date Due Date Status Currency

Project Project Description PO # Ship Via Shipping Date Tracking No. Payment Method Payment Terms Tax Mode Total Amount Amount Paid Last Payment Date

Product or Service

Note to Customer Internal Notes

Aging Dashboard

Sent/open invoice balances grouped by due date. Draft, paid, void, and archived invoices are excluded from aging totals.

Accounting Dashboard

Wave-style financial overview. This is the new home for invoice/payment status, aging, sales summaries, and future accounting workflows.

Business at a glance

INVOICED SALESSent and active invoices

PAYMENTS RECEIVEDSaved customer payments

RECEIVABLESDraft invoices excluded

As of today

CASH RECEIVEDMonthly payment history by currency

OUTSTANDING BILLSOpen vendor balances by currency

As of today

Recent Invoices

Sales & Payments

Accounting now owns the invoice/payment lifecycle. CRM still creates opportunities and quotes, but invoice balances, payment status, and aging are surfaced here.

Active Invoices

Paid Invoices

Completed invoices are moved here automatically when their status becomes Paid.

Each saved customer payment is listed separately and can be edited from its invoice.

Purchases

Manage vendors, purchase orders, bills, expenses, and receipt records.

Vendors

Supplier contact and payment details.

Purchase Orders

Create commitments and track their delivery status.

Bills

Record vendor bills, due dates, and payment status.

Expenses / Receipts

Record paid expenses and keep receipt attachments.

Transactions

Future transaction ledger for invoice payments, bill payments, expenses, journals, imports, matching, and reconciliation.

Chart of Accounts

Wave-style chart of accounts shell. The defaults are shown now so future postings have a clean accounting structure.

Reports

Accounting reports will connect sales, payments, taxes, projects, and time tracking. Initial report cards are staged below.

Time Tracking Settings

Manage time entry rounding and idle-warning rules here. Project, task, tag, and project-field setup is now under CRM Projects.

Time Entry Rules

Configure rounding and idle-warning rules for time entries.

Project User Defined Fields

Configure the optional project fields shown on Add/Edit Project. This keeps T3 useful for aviation and non-aviation small businesses.

Project Numbers

Configure the automatic project number generator used when CRM Opportunities are created. The generated format is Prefix + sequential Body number + Suffix.

Your Company Address and Contact Information

This information appears on generated quotes, invoices, and future purchase orders.

General Company Name Code Primary Contact E-mail Office Phone + Ext Cell Phone Fax Web Site Preferred Contact Tax Registration Number Business Number Business Type Language English is the default. French and Spanish translate core navigation and apply localized date/number formatting. Home Currency

Multicurrency Select additional currencies only. Your home currency is excluded and no currency conversion is performed.

Company Logo

No logo saved.

Payment Instructions

Wire Transfer Information — CAD Wire Transfer Information — USD Direct Debit Information — CAD Direct Debit Information — USD

Billing Address Billing Contact Name Street 1 Street 2 Street 3 City State / Province ZIP / Postal Code Country / Region Phone

Shipping Address Same as Billing Address Shipping Contact Name Street 1 Street 2 Street 3 City State / Province ZIP / Postal Code Country / Region Phone Shipping Method Freight Terms

Accounting Preferences

Notes

Accounting Settings

Manage company billing identity, sales tax codes, currencies, preferences, and employees from the Accounting module.

About Trillium T3

T3 represents Time Tracking, CRM, and Accounting.

Trillium T3 is the internal Trillium Aerospace platform for tracking labour, managing customer/account records, preparing commercial workflows, and supporting accounting/tax-code configuration.

Time Tracking

Timers, time entries, projects, tasks, reports, dashboard, audit trail, users, billable statuses, and historical Clockify import.

CRM

Accounts, contacts, opportunities, products/services, QuickBooks-style quotes, invoices, customer approvals, and quote-to-project workflow.

Accounting

Tax codes today, with future invoice/payment handoff, payroll exports, and profitability reporting.

Phase Roadmap

Phase 1 — Foundation / MVP

Core internal time tracker: login, users, projects, tasks, tags, live timer, manual entries, reports, CSV export, audit trail, Dashboard, inline time editing, and imported Clockify history.

Phase 2 — Timesheets & Approvals

Weekly timesheet grid, submit/approve/reject workflow, rejection reasons, locked periods, required fields, and manager review controls.

Phase 3 — Advanced Reporting

Summary reports, project budget reports, account billing reports, payroll/attendance reports, billable/non-billable/billable-extra analysis, report templates, and Trillium-branded PDF reports.

Phase 4 — Kiosk / Shop-Floor Mode

Shared tablet/shop-floor clock-in, PIN or QR workflow, break tracking, project/task selection, and restricted kiosk access for CNC, assembly, bench, and field work.

Phase 5 — Expenses, Time Off & Scheduling

Expense tracking, receipt uploads, time off requests, scheduling, attendance/overtime, and payroll/accounting export. Invoicing lives in the CRM module.

CRM Module — Accounts, Contacts, Opportunities, Quotes & Invoices

CRM-lite commercial workflow for accounts/clients, contacts, opportunities, quote generation, quote revisions, customer approvals, invoice generation/status, payment status, and customer follow-up history.

Planned flow: Account → Contact → Opportunity → Quote → Approved Quote → T3 Project / Job → Invoice. The quote becomes the baseline; T3 time entries become the actuals for quoted-vs-actual labour, project profitability, and customer profitability reporting.

Accounting Module — Tax Codes & Future Accounting

Accounting owns Tax Codes used throughout T3. Future accounting workflow will include invoice/payment handoff, accounts receivable status, payroll/accounting exports, labour cost summaries, and profitability reporting.

Phase 6 — API & Integrations

Internal REST API hardening, webhooks/event log, Microsoft 365 SSO, accounting/payroll export, CRM/commercial module integration, future mobile-friendly interface, and optional desktop wrapper.

Change Log

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Trillium T3

Create First Owner

Sign In

Daily Time

Project Breakdown

Team Activity

CRM Projects

Live Timer

This week

Last week

Time Entries

Manual Time Entry

Detailed Report

Clients

Add Account

Projects

Add Project

Tasks

Add Task to Project

Tasks for Selected Project

Tags

Employees

Add Employee

User Role Permissions

Owner

Admin

Manager

User

Audit Log

CRM Dashboard

1. CRM Summary

2. Sales Pipeline

3. Quote Analytics

Quotes by Status

Quote Value by Month

4. Accounts / Customer Analytics

5. Project Snapshot

6. Follow-Up / Needs Attention

Recent CRM Activity

Accounts

Add Account

Contacts

Add Contact

Opportunities

Add Opportunity

Quotes

Create New Quote

Quote

Invoices

Active Invoices

Paid Invoices

Create New Invoice

Invoice

Product or Service

Aging Dashboard

Accounting Dashboard

Business at a glance

Recent Invoices

Sales & Payments

Active Invoices

Paid Invoices

Purchases

Vendors

Purchase Orders

Bills

Expenses / Receipts

Transactions

Chart of Accounts

Reports

Time Tracking Settings

Time Entry Rules

Project User Defined Fields

Project Numbers

Products & Services We Sell

Add Product

Add Service

Note to Customer

Your Company Address and Contact Information

Advanced Accounting Settings

Other Preferences