Systems for consultants, agencies, and professional service firms
A service business sells its team's time and expertise. Without clean records of hours and project progress, it is hard to tell which projects pay. We build systems for clients, projects, and billing.
Problems we run into most often
Hours that go unrecorded
Time spent per client is unknown, which makes pricing guesswork.
Late invoicing
Milestones are done, but invoices go out a week later or are forgotten.
Client data scattered
Contracts, contacts, and discussion history sit in each staff member's email and phone.
Systems we can build
CRM and client records
Contacts, contracts, and communication history for every client kept in one place.
See the service: CRMProjects and timesheets
Tasks, deadlines, and team hours recorded per project and per client.
See the service: Custom SoftwareMilestone billing
Invoices created automatically when a milestone is approved, with due date reminders.
See the service: ERP DevelopmentProject profitability
Revenue compared with actual hours and costs for every project.
See the service: Dashboard & ReportingArticles for this industry
Project and Milestone Billing for Service Businesses: Keeping Cash Flow and Margin Healthy
Designing healthy project billing: choosing a model, milestones with acceptance criteria, schedules aligned with cash flow, scope changes, time recording, and revenue recognition.
Online Booking and Reservation Systems for Service Businesses: A Fuller Schedule, More Certain Customers
A service business sells time. How to design availability rules, a short booking flow, deposits and a cancellation policy, reminders, waiting lists, customer history, and the link with the till and calendars.
Ready to build a system that grows with your business?
Discuss your needs with the AG·SORA team, no cost, no commitment.