Project & Timesheets
Retainer/milestone billing, WIP, capacity planning.
All industries
Industry · 9 projects
Professional Services
Project accounting, timesheets, retainer billing and revenue recognition for consultancies and agencies.
What we do
- Design project structures that reflect how the work is actually sold and delivered.
- Deploy timesheet capture on web, mobile and Slack.
- Automate retainer, milestone and time-and-materials billing.
- Stand up real-time profitability and utilisation dashboards.
Operating principles
- Utilisation without profitability is vanity.
- Revenue leakage lives in the gap between timesheet and invoice.
- WIP recognition is a discipline, not a month-end scramble.
Modules we focus on for Professional Services
Finance
Revenue recognition, project P&L.
Sales & CRM
Quote-to-project handoff.
HR & Payroll
Headcount linked to project capacity.
Projects & examples
Retainer billing without the leakage
+£480k recovered revenueRebuilt timesheets, project profitability and revenue recognition. Finance closes the month in four days instead of fourteen.
Resource planning for a 120-person consultancy
92% utilisation visibilityCapacity heatmaps, demand pipeline and skills matching surfaced in a single planner.
Representative clients
- · 120-person management consultancy, global entities
- · Digital agency with retainer + project mix
- · Architecture practice with milestone billing
Talk to us
Odoo for Professional Services
Tell us what you're building or fixing. We'll come back with a scoped point of view.