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- Different systems for jobs held in different places (often on Excel!) and difficult for staff to access and collaborate.
- Need system for staff to enter time for billing
- Often have clients on retainers and not sure if each client is profitable.
- Have no view of project profitability.
- Usually creative estimates and invoices between two systems.
- We setup project management and accounting systems that combine leads, quotes, invoices, purchase orders, documents and emails all into a central system.
- We create templates allow you to send professionally designed, branded, custom quotes within minutes.
- Generate profitability reports by project.
- Invoice based on time, costs, a percentage of quoted value or however you like.
- When linked with your accounting software, there is no double entry of invoices.
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