Time, projects and billing together.
Hours go in once, and invoices come out of them. You see what each project earned while it is still running, and nobody retypes a timesheet at month-end.
Invoice 2031
Ready to sendLakeshore Design Group, project: Office fit-out
- Design, 24 hoursat 150.00
- 3,600.00
- Site review, 6 hoursat 175.00
- 1,050.00
- HST 13%
- 604.50
- Total
- 5,254.50
Built from 30 approved hours
BilledIllustrative
Bill what you worked.
- 1
Hours turn into invoices
People log time against a project, a manager approves it, and the invoice is drafted from the approved hours for you to send.
- 2
Every project on its own line
Costs and revenue are tracked by project on every line, so you see which jobs make money while they are still open.
- 3
Revenue that follows the work
For fixed fees and milestones, revenue is spread over the work and the books show what is earned and what is still owed to you.
Projects and time
Timesheets that don't get lost.
People log time against a project and a rate. A manager approves it, and only approved hours reach an invoice.
- Time logged by project, task and person
- Rates by person, by role or by client
- Approved hours locked before they are billed
Timesheet, week of Oct 20
| Project | Task | Hours | Status |
|---|---|---|---|
| Office fit-out | Design | 16 | Approved |
| Office fit-out | Site review | 6 | Approved |
| Lobby refresh | Design | 8 | Waiting |
| Total | 30 |
Illustrative
Billing
Invoice from time and milestones.
Bill by the hour, by the milestone or on a schedule. You review the run before anything goes out.
- Invoices drafted from approved hours
- Milestone and fixed-fee billing
- A billing run you look over first
Billing run, October
Illustrative
Revenue recognition
Revenue on schedule.
A fixed fee or a prepaid retainer is spread over the months the work is done. You see what is earned, and what is billed but not yet earned.
- Schedules for retainers and fixed fees
- Changes to a contract carried forward
- Earned and billed side by side
Retainer, 12 months
| Month | Billed | Earned |
|---|---|---|
| October | 30,000.00 | 2,500.00 |
| November | 0.00 | 2,500.00 |
| December | 0.00 | 2,500.00 |
Illustrative
Reporting
See each project's margin.
Revenue and cost by project, client or person, drawn from the same records the invoices came from.
- Profit by project while it runs
- Budget against actual by job
- Send to Excel or PDF
Office fit-out, to date
- Billed
- 48,400.00
- Staff cost
- -29,100.00
- Subcontractors
- -6,800.00
- Margin
- 12,500.00
Illustrative
What a firm of people gets in one system.
Time entry and approval
Hours logged once, approved once, billed once.
Billing from time
Invoices drafted from approved hours or milestones.
Projects on every line
Track each job's costs and revenue without a spreadsheet.
Revenue recognition
Fees spread over the work, with changes carried forward.
Expenses and bills
Card spend, expense claims and subcontractor bills coded to the project they belong to.
Reports by project
Margin by job, client or person.
Questions, answered.
Can I bill from hours my team logs?
Yes. People log time against a project, a manager approves it, and the invoice is drafted from the approved hours. You review it before it is sent.
Can I bill by milestone or a fixed fee?
Yes. You can bill on hours, on milestones, on a schedule, or a mix of them on the same project.
How do I see whether a project is making money?
Every bill, expense and invoice carries its project, so the report shows revenue, cost and margin for each job while it is open.
What happens to a retainer I bill in advance?
It is held as not yet earned and recognised month by month as the work is done. The schedule shows what is earned and what is left.
Bill your next project here.
Bring a timesheet and a contract and we take them through to the invoice.