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Service Firms

Customized accounting and business software designed to match your optimal workflows!

Professional Service Firms Product Brochure Videos

When projects are a focal point of your company you often need to be aware of project costs and billing against those projects. With the project portal and snapshot summary listings there are multiple ways to review and drill down to the details of operations. Be quick to know which quotes have been converted to awarded projects and which should be followed up on. Track Project Purchases from the project portal and review project cost details at any time. Easily bill your clients with one click progress billing while all the information is on the same screen to aid in billing such as current period billing, current period costs, total project billing to date, total project costs to date.

From the project portal quickly see all invoicing, labor hours, labor costs, material costs, and estimated values versus actual. Store all related project documents in a linked project folder which is always just a click away. Access all of this from your PC, Mac, tablet or smart phone. With one click easily see what remains to be billed for all projects in progress and much more.

Schedule a demo today so you can see firsthand how additional features you’re looking for can be added when needed.