What project-based businesses need
Time and hourly rates
Tracking per project and employee, different rates, carried over into the invoice.
Retainers and subscriptions
Recurring invoices with a fixed amount or hour allowance, sent automatically.
Project budget
Planned versus logged hours, a traffic light when you go over, post-costing at the end.
Expenses and travel costs
Assign receipts to the project by photo and pass them on to the client.
E-invoice
XRechnung for public-sector clients, ZUGFeRD for corporate customers, both standard-compliant.
Reporting by customer
Revenue, margin, and payment behavior per customer and project.
Here's what a month with ZepDesk looks like.
Four steps, exactly as they come up for service providers and consultancies. Scroll through the process.
STEP 1
Time
Tracking per project and hourly rate.
STEP 2
Billing
Retainer, allowance, or time and materials.
STEP 3
Expenses
Assign receipts to the project by photo.
STEP 4
Margin
Post-costing per customer and project.
Project budgets flag early when an engagement runs over scope.
Bill your projects.
Create projects, track time, generate your first invoice from the hours.