Professional Services Industry Solution

ERP for Agencies & Consultancies

Eclipse Cloud helps agencies and consulting firms manage clients, projects, assigned work, recorded labor, expenses, support tickets, recurring invoices, and project profitability in one workspace. Time records remain operational project records; they are not automatically converted into detailed invoice lines.

The Challenge

Agencies often split client records, project delivery, team assignments, expenses, support requests, and invoicing across separate tools.

The Outcome

  • Time and labor cost records tied to project work items
  • Client, project, invoice, and ticket records in one workspace
  • Project-level visibility into recorded labor and expenses
  • Recurring invoicing for fixed retainer amounts
  • Support requests tracked through the ticket workflow

How It Works for Professional Services

1

Create client records and projects for each engagement

2

Define project work items and assign team members

3

Team members log time against projects daily

4

Track project expenses and supporting receipts

5

Create standard or recurring invoices separately from time records

6

Review project labor, costs, tickets, and profitability

Recommended Configuration for Professional Services

User Roles

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

Approval Workflows

  • Project approval
  • Expense approval
  • Invoice review before sending

Key Reports

  • Project labor
  • Project profitability
  • Outstanding invoices
  • Support ticket status

Frequently Asked Questions

Ready to Transform Your Professional Services Business?

Run your professional services operations in one Eclipse Cloud workspace for $30/month.

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