Professional services
One system for projects, timesheets, billing and utilisation, built on Odoo, ERPNext or SAP. Stop losing billable hours and project margin to spreadsheets.
Why It Matters
Projects used to live in scattered sheets, so status was a guess. Now tasks, deadlines and owners sit on one project, and delivery is visible to everyone.
Time logged late meant billable work slipped off the bill. Now time logs against tasks the same day, so the hours you work are the hours you bill.
Invoices used to be built by hand a week after a milestone. Now billable time and milestones turn into invoices with one action, so cash comes in sooner.
Utilisation used to be a guess, with some staff overloaded and others idle. Now capacity and utilisation are visible, so work is balanced and hiring is planned on real numbers.
Project expenses used to sit off to the side, so margin was unclear. Now expenses are booked to the project, and the margin you see is the margin you make.
Project, time and finance numbers never quite matched. Now live margin, utilisation and billing sit on one dashboard, so leadership works from one set of numbers.
What It Covers
Tasks, milestones, deadlines and owners live on the project, so delivery is visible and nothing falls through the gaps.
Staff log time against tasks on web or phone, and billable time becomes a draft invoice with one action, so revenue stops leaking.
Time and expenses on the project give live margin, and capacity views show who is over or under loaded, so you plan with real numbers.
What's Included
A clean rollout takes weeks, not days. Projects, rates and approvals need careful setup.
The system makes a good process faster. A messy one needs tidying first, which we help with.
The value depends on timesheets being filled. We make logging fast so people actually do it.
Adoption depends on training. We train delivery, project and accounts staff by role.
How It Works
Step 1
We walk through projects, timesheets, billing and expenses as they happen today.
Step 2
We match Odoo, ERPNext or SAP to your size, services and complexity.
Step 3
We set up projects, timesheets, rates, billing and expenses, with roles by team.
Step 4
We move client, project and ledger data with checks so nothing is lost.
Step 5
Delivery, project managers and accounts teams each learn their own part.
Step 6
We pilot one team, then roll out, and stay on hand through the first billing run.
A creative agency juggled retainers and projects across many clients, but margin was a mystery until the year-end accounts. Odoo brought retainers, projects and time together.
7 wk from kickoff to liveRead the case study (Marketing and Creative Agency)FAQ
Odoo suits growing firms and agencies, ERPNext suits teams that want open-source control over projects and accounts, and SAP suits large services groups. We assess your needs before recommending one.
Yes. When time is logged against tasks the same day, billable work stops slipping off the invoice, and most firms see billable hours rise.
Yes. Time and expenses booked to a project show margin against budget as the work happens, not after the project ends.
Yes. Retainers, time and material, and milestone billing are all supported, and invoices build from the same project data.
Yes. Utilisation and capacity are visible, so you can balance workload and plan hiring with real numbers.
A focused rollout runs about 6 to 10 weeks. A large group on SAP takes longer, depending on scope and the number of teams.
Free consultation. Tell us how you work today and we scope the ERP, software or AI that fits.
