Time spent on projects is invisible
The project structure breaks the work into phases; the timesheet records the time staff spend on a project, and project reports show where projects stand.
For consulting, engineering, technical service, software and subscription businesses: project structure and timesheets, milestone and recurring billing, subscription plans, service contracts, expenses and travel, sales and support on the same data.
The industry's pain points
Every solution is a working feature of the product; click its name to go to the module it describes.
The project structure breaks the work into phases; the timesheet records the time staff spend on a project, and project reports show where projects stand.
The billing plan defines milestone billing on a project or subscription; the recurring invoice template produces the period's invoice when it runs.
Subscription plans, contracts, periodic billing and payment tracking in one place; service contracts are linked to the customer record.
Expense receipts are scanned and read by OCR, sent for approval and linked to payment; travel requests are tracked against their budget.
From start to finish
Every step works on the same data: a record entered in one step is never keyed in again in the next.
Leads, opportunities and quotations.
Contract register and service contracts.
A project from a project template in one step; project structure and timesheets.
Milestone billing plan, progress invoices and recurring invoices.
Collections tracking and customer risk.
Support tickets and customer complaints.
Apps
All on the same data model and at the same price; the other 18 modules are open in your account too.
Project and capex management software
From investment budget to branch opening, every project in one place.
4 sub-modulesSales and customer management software
One customer record from opportunity to invoice.
15 sub-modulesAccounting software
In the journal the moment the invoice is issued; no waiting for month end.
13 sub-modulesHuman resources software
From hiring to exit, the employee's whole story on one card.
11 sub-modulesNo missed contract expiry, no missed hearing.
3 sub-modulesAttendance, shift and leave software
From shift to timesheet, employees and managers each on their own screen.
5 sub-modulesFrequently asked
Yes. The timesheet records the time staff spend on a project.
The recurring invoice template holds the template for periodic invoices such as subscriptions, maintenance and services; when the template runs, the invoice for the period is created.
Expense receipts are entered, or scanned and their fields read by OCR; they're sent for approval and gathered in the employee's reimbursement package.
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