Selling time and skills

Service provider

Consultants, agencies, IT and maintenance firms: retainers, projects, timesheets and clients who pay for results.

Made for Consultancies, agencies, IT, cleaning and maintenance companies

Start with the Service provider setup All business types

Already have a workspace? Open Settings, then Business type, and add this setup to it.

What is ready on day one

Accounts added to the chart

  • Unbilled Revenue (Work in Progress)
  • Deferred Revenue (Billed in Advance)
  • Consulting Fees
  • Monthly Retainers
  • Project Fees
  • Re-billed Expenses
  • Freelancers and Associates
  • Project Direct Expenses
  • and 5 more

Items and services

  • Consulting, per hour
  • Consulting, per day
  • Monthly retainer
  • Fixed-fee project
  • Project milestone
  • Expenses re-billed at cost

Departments

  • Delivery
  • Sales
  • Finance
  • Management

Divisions and locations

  • Retainers
  • Projects
  • Training
  • Head office

Invoice wording

TAX INVOICE

Thank you for working with us.

Workflows, step by step

Each workflow turns a job into steps with an owner, a deadline and a reminder when something is late.

New client start

6 steps

From the signed proposal to the first working day.

  1. Add client
  2. Contract signed
  3. Deposit invoice paid
  4. Assign the team
  5. Kick-off meeting
  6. Access and materials

Project delivery

8 steps

Plan, deliver, get approval and invoice a client project.

  1. Add client
  2. Assign the team
  3. Write the scope and plan
  4. Deliver the first milestone
  5. Client reviews
  6. Final delivery
  7. Client accepts
  8. Invoice and close

Change request

6 steps

Price and agree work that is outside the first scope.

  1. Add client
  2. Write down the request
  3. Price the change
  4. Client approves
  5. Do the work
  6. Invoice the change

Contract renewal

5 steps

Renew a retainer or a service agreement before it ends.

  1. Add client
  2. Review the year
  3. Send the renewal offer
  4. Renewal signed
  5. Invoice the new period

Customer complaint

7 steps

Handle a complaint from the first message to the follow-up call.

  1. Add customer
  2. Log the complaint
  3. Reply to the customer
  4. Find the cause
  5. Decide the remedy
  6. Put it right
  7. Follow up

Overdue payment recovery

6 steps

Collect an unpaid balance step by step, from the first statement to a final decision.

  1. Add customer
  2. Send the statement
  3. Call and agree a payment date
  4. Send a final reminder
  5. Decide the next action
  6. Payment received

Tasks that repeat

These start as templates. Turn on the ones you want and they appear on the right day.

Timesheets in and approvedEvery weekEvery person records time. The manager approves it before invoicing.
Invoice the monthly retainersEvery monthRaise the retainer invoices on the same day each month.
Bill completed milestonesEvery weekInvoice every milestone that has been accepted.
Pipeline reviewEvery weekMake sure every open proposal has a next step and a date.
Project profit reviewEvery monthCompare fees billed with cost and hours for each project.
Client check-insEvery 3 monthsSpeak with each main client about how the work is going.
Unbilled work checkEvery monthFind work done but not yet invoiced.

Sales pipeline

  1. Lead
  2. Discovery call
  3. Proposal sent
  4. Negotiation
  5. Won
  6. Lost

Other business types

General businessRetail shopWholesale and distributionImporter, exporter and traderTransport and logisticsAccounting and audit firmReal estate agencyContractor and constructionRestaurant, café and cateringManufacturerWorkshop and repair