Professional Services Industry Solution

ERP for Agencies & Consultancies

Eclipse Cloud helps agencies and consulting firms track billable hours, manage client projects, generate professional invoices, and monitor team utilization. Handle retainers, track project profitability, and maintain client relationships all in one platform.

The Challenge

Agencies struggle with tracking billable hours across clients, managing multiple projects simultaneously, and maintaining visibility into team utilization and project profitability.

The Outcome

  • Accurate time tracking with billable/non-billable split
  • Professional invoices with detailed time logs
  • Clear visibility into team utilization rates
  • Real-time project profitability tracking
  • Streamlined client communication history

How It Works for Professional Services

1

Onboard clients with contract terms and retainer agreements

2

Create projects for each engagement with estimated hours

3

Team members log time against projects daily

4

Track expenses and mark billable items

5

Generate monthly invoices with time breakdown

6

Monitor utilization and profitability dashboards

Recommended Configuration for Professional Services

User Roles

  • Admin
  • Manager
  • Project Manager
  • User (Consultant)

Approval Workflows

  • Time entry approval
  • Invoice approval before sending
  • Expense approval

Key Reports

  • Utilization by team member
  • Project profitability
  • Client revenue
  • Billable vs non-billable

Frequently Asked Questions

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