Set up the engagement
Create the project, connect its customer, add tasks, assign employees, and store the billing rate for each person on that engagement.
Explore ProjectsOne connected record chain
Keep project delivery and billing on the same page.
Separate project, time, and invoicing tools leave somebody reconciling names, rates, and totals at month end. Here, the customer belongs to the project, each team member has a project-specific billing rate, booked days roll into employee and project-month totals, and an approved month can generate the draft invoice. The commercial trail stays visible from the first assignment to the invoice waiting for review.
Capture time where the work lives
Employees review and adjust their days on a monthly calendar, with billable and non-billable hours allocated to the relevant project task.
Explore TimesheetsGenerate the billing draft
After approval, the project month can create a draft sales invoice with one line per employee, ready for normal review, issue, and sending.
Explore Sales InvoicesFrom assignment to invoice
Give each role the step it owns.
The workflow separates employee input, manager approval, and back-office billing while the same records carry the month forward.
- 1Project manager
Plan the work
Set the customer, tasks, team, dates, and project-specific billing rates.
- 2Employee
Confirm the days
Adjust the pre-filled month, allocate work to tasks, and submit the timesheet.
- 3Manager
Review the value
Approve or reject from the Inbox with total hours and billable amount in view.
- 4Back office
Create the invoice
Generate the draft, check its employee lines, then continue through the sales-invoice flow.
A practical employee surface
Book time on a calendar, not in a billing worksheet.
Each employee works from their own monthly timesheet. They can correct hours, choose project tasks, and mark non-billable time without seeing internal rates or billable amounts; managers retain the commercial view needed for approval and billing.
- Day-by-day calendar entry
- Billable and non-billable time
- Project-task allocation
- Submit and approve tasks
- Locked approved records
- Automatic monthly preparation
Different views, shared records
Useful to the owner and understandable to the people supporting it.
Business owners can follow work, approvals, and billing without asking for another reconciliation file. Technical and administrative teams get explicit statuses, linked records, shared registries, and documented workflows instead of an invisible automation chain.
Review project status, submitted hours, billable totals, approval progress, and the invoices created from delivered work.
Work in the Personal space, see only your own timesheets, and keep billing rates outside the employee view.
Use Inbox tasks to approve, reject, and return corrections through the same status-controlled process.
Trace customers, projects, assignments, timesheets, status changes, and generated invoices through documented records.
More than project time
Run the work around the engagement, too.
The Professional Services solution combines the operational areas needed before, during, and after client delivery.
CRMWork leads, opportunities, and quotations before the project begins.ProjectsMaintain customers, tasks, team assignments, dates, and rates.TimesheetsPrepare, capture, submit, approve, and invoice project time.PeopleHandle expenses alongside employee records, leave, and payroll.ServicesManage customer, supplier, and internal support tickets.AccountingKeep invoicing beside the chart of accounts and journal.
A starting point, not a fixed package
Adapt the solution when your firm has a different operating rule.
A document, field, approval path, report, or module can be adjusted when the ready-to-run solution is close but does not match the way your business works.
Try the starting solutionDecision details
Professional Services FAQs
Who is this solution designed for?
It is designed for consultancies, agencies, and other professional services firms that plan client projects, record project time, approve timesheets, and invoice customers for delivered work.
Are monthly timesheets created automatically?
Yes. On the first of each month, active projects receive a prepared project month with an employee line for each assignment and working-day allocations ready for review.
Does the system issue the invoice automatically?
No. An approved project month can generate a draft sales invoice after confirmation. The draft remains editable and then follows the normal approval, issue, and sending process.
Can employees see their billing rates?
No. The Personal timesheet surface withholds billing rates, day amounts, and rolled-up billable totals. Managers see the commercial totals in the back-office workflow.
Can an administrator enter time for someone who does not use a computer?
Yes. The shared “Enter data as…” function lets an administrator work in a selected employee's Personal view while the audit trail retains the administrator's identity.
Can the solution be customized?
Yes. The documented customization options include documents, fields, approval paths, reports, and modules.
Start with a real client month
See how one project moves from planned work to billing.
Use a familiar engagement to check the ready-to-run workflow, the information each role sees, and the places your firm may want to adapt.