The hours your team logs are the hours that bill the client.
Projects, timesheets, expenses and invoices are one chain. Utilisation and project profitability are numbers you read rather than reconstruct at the end of a quarter.
What usually breaks
Timesheets in one tool and invoices in another, so billing lags delivery by weeks
Project profitability discovered after the project has finished
Scope creep invisible until someone compares budgeted hours with actual ones
- Project and task planningMilestones, dependencies and owners.
- TimesheetsLogged against task, billable or not.
- Project profitabilityBudget against actual cost, live.
- Retainer billingRecurring invoices with drawdown tracking.
- Expense claimsRecharged to the client or absorbed, your call.
- Resource utilisationWho is over-committed, this week.
- Client portalShared visibility without an email thread.
- HelpdeskSupport tickets attached to the account.
Pitch to paymentone record throughout
WinProposal accepted, project created from the deal
PlanTasks, budgeted hours and owners assigned
DeliverTeam logs time against tasks as they work
BillInvoice drawn from billable hours and expenses
ReviewMargin per project without a spreadsheet
Because the timesheet is the billing source, an unbilled hour is an exception rather than the norm.
Most used by this sector
- Timesheets
- Project profitability
- Retainer billing
- Utilisation
We have not published a case study in this sector yet.Read what customers in other industries say, or ask us for a reference on a call.
- Organisations running on it
- 5,000+
- Typical go-live
- One week
- Free trial
- 30 days
The other four
Further reading
All writing- MarketingBenefits of CRM & ERP in Service-Based Industries9 min read
- OperationsERP and CRM Success Stories in Southeast Asia6 min read
- Operations5 best alternatives to Zendesk6 min read