AX-06 · Operate
Projects and service billing
Projects, tasks, timesheets, and billing for firms that sell time, milestones, or retainers.
Typical length: 3–7 weeks
Outcome
Hours and expenses land on a project and can be billed without a separate timesheet workbook.
Who it is for
- Agencies and consultancies
- Contractors billing milestones
- Internal project teams that need cost, not only task lists
What is included
- Project structure
- Customers, project types, tasks, and the cost center each project posts to.
- Time and expense
- Timesheets by activity, expense claims, and the rule for what is billable.
- Billing
- Time, milestone, or fixed-fee sales invoices raised from the project, with unbilled time visible before month-end.
How the work runs
- 01Pick billing modelsTime and materials, milestone, or retainer. Most firms have two.
- 02Configure one live project shapeTasks, rates, and a sample invoice.
- 03Hand the month-end view to financeUnbilled time, project profitability, and open claims.
Deliverables
- Project and billing procedure
- Activity types and rates
- Sample invoice set
- Profitability report