HR
Project screen, task stages, sub-tasks, milestones, delivery date and task-level time records.
Manage delivery and profitability together on service work
As a project moves forward, its tasks, team time, expenses and billable hours update on the same record. Management sees where each job is stuck; the team sees which task is theirs.
How project-based service teams run
Services & Projects
This solution manages quoted work together with the project, the task, team capacity, time, expense, budget and invoicing. Hours worked, expenses, the deadline, customer expectations and billable items all build up on the same job. Teams that sell their time by the hour, and that take work on quote and close it on delivery, use it. It pays off most when the number of open jobs running at once, and the hours logged against them, keep growing.
Quote to project, task to time, time to invoice
The process runs in seven steps. Each step has an owner, and each step creates a record in the system; the next step continues from that record.
A quote goes out
The sales representative enters the line items, the amount and the delivery date; a quote record forms, and the customer's approval sits on that same record.
The project and budget open
The approved quote turns into a project record; the project manager enters the planned time and budget, and income and expense start tracking on this record.
Tasks and resources get planned
The project manager assigns main and sub-tasks to their owners; the task record shows who has which piece of work and which date is booked, so assigning new work does not come down to guesswork.
Time and expense post
A team member logs their hours against the task; travel, accommodation and outside-service costs attach to the project through an expense record, so the service cost and the team's load read from the same data.
Progress and earned value get recorded
The project manager logs completed items, customer approval and revisions into the project history; an earned-value record shows which portion is ready to invoice.
The invoice is issued
Finance pulls billable hours, expenses and service items from the project; the invoice record forms together with the account movement, so no logged work gets left off the invoice.
Profitability gets reported
Management reads the planned budget against the hours spent, expenses and income side by side; the profitability report shows a variance before the job ends.
What Do You Gain?
Control over delivery, clarity on profitability
See who is carrying the work
Tasks, deadlines and team load read out per person, so you fix the distribution before the pressure piles up on one person.
Catch budget overruns early
Time spent, expenses and scope changes sit on the project; you read profitability while the job runs instead of at month-end, and the cost surprise at delivery shrinks.
Billable work does not get lost
Hours, expenses and add-on service items carry from the project to the invoice, so you stop chasing the team for reminders at month-end.
A backbone for your projects
These products carry your service delivery together. Once scope, effort, budget and invoicing track on the same project, delivery gets easier and profitability control gets stronger; banking and e-document connections, along with a customer portal, plug into your existing setup.
Purchasing & Supply
Outside services and materials bought in for the project tie to the expense record; the supplier invoice tracks alongside the budget.
Accounting & Finance
Project-level income and expense, cost, invoice, collection and service profitability tracking.
Sales & CRM
Quote and contract archive, customer approval, revision and closing notes; approval steps and reminders.
Frequently Asked Questions
Which records should determine service and project profitability?
Compare the quote and budget with tasks, time, expenses, purchasing and invoices. Management can then review budget variance and remaining work before the project closes.
Which project data should be migrated first?
Start with open projects, active tasks, contract values, recorded costs and issued invoices. The project manager and finance owner confirm the opening position; decide separately how much detail from closed work is still needed for comparison or audit.
Do fixed-fee jobs still need time tracking?
Even at a fixed invoice amount, hours spent still set the cost. The time record shows which customer is profitable, so you base new work decisions on capacity data.
Can we invoice partway through a job?
Yes. Completed items build up in the earned-value record. A partial invoice gets issued from that record, and the remaining scope stays open on the project.
Which business example shows Services & Projects in use?
At Dinamik Veri, a digital marketing agency working with SME clients, hours worked started tracking against project and customer. Monthly fixed billing settled into the setup, and new-work decisions now rest on capacity data.
How You Start
Let's map out your service and project scope together
Who prepares the quote, who opens the project, who logs the hours, who posts the expenses, and who issues the invoice: let's assess it together. See marqey in a demo close to your own project setup; together we decide which task screen, approval step and billing format you need.