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Zenoheld
Industry

Services and project businessesFrom quote to invoice, every hour and every expense on its project.

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

The platform's answer for services and project businesses

Every solution is a working feature of the product; click its name to go to the module it describes.

From start to finish

How does the work flow, step by step?

Every step works on the same data: a record entered in one step is never keyed in again in the next.

  1. 01Sales

    Leads, opportunities and quotations.

  2. 02Contract

    Contract register and service contracts.

  3. 03Projects

    A project from a project template in one step; project structure and timesheets.

  4. 04Billing

    Milestone billing plan, progress invoices and recurring invoices.

  5. 05Collection

    Collections tracking and customer risk.

  6. 06Support

    Support tickets and customer complaints.

Frequently asked

For services and project businesses

Can we track hours by project?

Yes. The timesheet records the time staff spend on a project.

Can we invoice our fixed monthly-fee customers automatically?

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.

How do we collect expense receipts?

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.

Close next month end without a reconciliation marathon.

Try it free for 15 days; no credit card needed. We reply to your questions within one business day.