Professional Services
For consultancies, agencies and firms that sell people's time. Run projects, capture billable hours, turn approved timesheets straight into invoices, and keep the sales pipeline, expenses, leave and payroll in the same place.
New to BusinessIntents? How the apps work explains the workspaces, lists, Inbox, printing and line-total math shared by every solution - the rest of this page is what is specific here.
What makes this solution different
Time becomes money without re-keying. Hours are booked against a project task, approved by a manager, priced from the rate on the assignment, and rolled up into a billable amount that generates the sales invoice.
The sidebar
- Sales - Sales Invoices, Customer Payments, Customers.
- CRM - Leads & Opportunities, Quotations.
- Purchases - Suppliers.
- Projects - Projects, Timesheets.
- People - Employees, Expense Claims, Vacations, Payroll.
- Services - Tickets.
- Accounting - Chart of Accounts, Journal.
- Registries - Products, Companies, Countries, Currencies, Units of Measure, Tax Rates, Payment Methods.
Built-ins
Every solution ships the shared shell: the Dashboard with the tiles relevant to the lens, the Inbox for approval tasks assigned to you, Documents, Reports and Settings. Personal surfaces (Personal shell) show each employee only their own records.
Customizing this solution
This solution is a starting point, not a fixed product. If something is close but not quite how your business works - a document, an extra field, an approval path, or a whole area - it can be adapted for you. Customization is available on request.