Management Consultants / Professional Services
- 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 travel and away from the office
- Have no view of project profitability.
- Double entering invoices between two systems.
- Invoicing can be tricky
- 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 or line of business.
- With WorkflowMax as your professional services management software you can manage your business anywhere, anytime.
- Invoice based on time, costs, percentage of quoted value or however you like. When linked with your accounting software, there is no double entry of invoices.