Home / What We Do / Projects & Service Operations
For contractors, consultancies and service businesses, profit is made or lost project by project. We connect estimates, purchasing, timesheets, cost and billing so project managers and finance look at the same numbers.
BOQs and budgets by phase and cost type, compared against actuals as work progresses.
Purchase orders and subcontracts recorded against the project before invoices arrive.
Time captured by project and task, with utilisation by person and team.
Milestone, percentage-complete and time-and-materials invoicing, with retentions.
Change orders tracked from request to approval and billing.
Margin, WIP and cash position for every project, live.
Set the budget, phases and resources for the project.
Raise purchase orders and subcontracts against the budget.
Capture time, materials and progress as work happens.
Invoice on milestones or progress, and track what is still owed.
Leasing, collections, PDCs, maintenance and investor reporting moved off spreadsheets and WhatsApp into one platform connected to finance.
Where we deliver this, and the services that usually go with it.
Yes. BOQs, subcontracts, variations, retentions and progress billing are all part of the setup for contracting clients.
Yes. All the platforms we use have mobile apps for timesheets and expenses.
Yes. We configure retentions, advances and their release in line with your contracts.
Smaller firms do well on Zoho Projects with Zoho Books. Larger, multi-entity firms usually fit Dynamics 365 Project Operations.
