Management Consultants / Professional Services

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Management Consultants / Professional Services

Pain points:

  • 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

Our Solution

  • 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.
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