HOW IT WORKS

From the first appointment
to organised billing.

Four stages of the same process. Work with information tied to the job instead of rebuilding its context in another tool.

01

01. Plan the work

Select the client, location and unit. Set the service, time, team and the correct billing basis.

02

Staff use their own view. Start, stop and break records help organise working time.

03

Check the status, time and notes. Compare delivery with the agreement before approving billing.

04

Review revenue and costs. Manage invoices, payment terms and client access to documents.

Let’s talk about your planning and billing process.