Lost billable hours
Timesheets are filled at month end from memory, and hours go missing.
Industry · Professional services
Capture every billable hour.
Track consultant time by project, manage proposals and retainers, and raise recurring invoices without month-end scrambles.
Timesheets
by client and project
Proposals
and renewals tracked
Recurring billing
for retainers
Before AIOBS
The usual problems in professional services
What we hear from owners and managers before they switch.
Proposals in email threads
Nobody knows which proposals are pending or when contracts renew.
Late retainer invoices
Recurring invoices are made by hand and often go out late.
Utilisation is a guess
Partners can't see who is overloaded and who has capacity.
With AIOBS
How AIOBS helps
The AIOBS products we set up for this industry, and what each one handles.
Features built for this work
What your professional services teams use every day.
Project timesheets
Consultants log time daily against clients and tasks.
Utilisation reports
See billable versus non-billable time by person and team.
Proposal tracking
Every proposal and its status in one pipeline.
Renewal reminders
Alerts before retainers and contracts expire.
Recurring invoices
Retainer invoices created automatically each month.
Client 360
Contacts, projects, invoices and history for each client.
Demo scenario
An audit firm working for Nexa Demo Foods
In the demo scenario, an audit firm serves Nexa Demo Foods on a monthly retainer. Its team logs hours against the account, the partner sees the engagement running over budget mid-month, and the retainer invoice goes out automatically on the first.
How it works
How we roll AIOBS out for businesses like yours.
- 1
Set up clients and projects
Clients, projects and billing rates imported.
- 2
Roll out timesheets
Consultants trained to log time in a few minutes a day.
- 3
Connect proposals and billing
Proposals, contracts and retainers linked to invoices.
- 4
Review utilisation
Monthly reviews of utilisation and revenue by client.
Questions
Can't find your answer? Our team replies within a working day.
Yes. Projects can be billed hourly, by milestone or on a fixed retainer.
We recommend it. The app makes it quick, and reminders help build the habit.
Yes. Proposals can be assigned to partners and tracked in a shared pipeline.
Recurring invoices are available with Business Solutions, or AIOBS can export to your accounting tool.
More industries
Manufacturing
Shift rosters, raw material stock and shop-floor productivity in one system.
Trading and distribution
Field orders, dealer networks, credit limits and dispatch on one platform.
Retail and multi-store
Store staff attendance, stock across branches and customer loyalty in one place.
Healthcare and clinics
24/7 duty rosters, patient follow-ups and medical stock with expiry tracking.
Education and academies
Faculty attendance, admissions enquiries and campus purchases, organised.
Construction and infrastructure
Site labour attendance, material requests and fast purchase approvals.
Logistics and transportation
Driver shifts, trip allowances, freight contracts and consignment billing.
Hospitality and hotels
Department rosters, banquet sales and food and beverage stock.
See AIOBS set up for professional services.
A 30-minute call with a specialist, around your teams, your data and the problems you want fixed first.