Apps · Services

Services

Deliver projects and bill the hours — project management, timesheets and time-and-materials invoicing.

The Services apps are for businesses that sell time and expertise. Plan a project, track the hours against it, and turn those hours into an invoice — with profitability visible the whole way through.

What's in Services#

| App | What it does | | --- | --- | | Project | Tasks, stages and planning, per client engagement. | | Timesheets | Log time against tasks from web or mobile. | | Billing | Invoice time and materials, or fixed-fee milestones. |

From hours to invoice#

  1. Plan the project

    Break the engagement into tasks and stages with owners and deadlines.

  2. Log time

    The team records hours against tasks; billable time is flagged as it's logged.

  3. Bill

    Generate an invoice from billable time and expenses — or bill fixed milestones — straight into Finance.

Know your margin per project

Insight · Fusion The Performance and Executive Intelligence boards show realised margin by project and client, so you spot the engagements quietly losing money.

Detailed project, timesheet and billing guides are on the way. The Invoicing guide already covers the billing mechanics Services builds on.