Time and expense capture with billing rates (professional services)

Elements

The pieces this function usually contains in a large organisation:

• Time entries with rates
• Expense pass-through
• Invoice from time and expenses

Catalog items that already cover part of it

• Time-and-materials billing SVC-0009
• Project/job costing SVC-0010
• Time tracking for freelancers LITE-0015

Classification

Status

Present in catalog

Fit

Core candidate

Suggested module

SVC: Service Businesses (repairs, work orders, rentals)

Suggested attributes

Lite and Pro; priority Standard; always offline. Starting points only.

Cluster

Second-pass additions: assisted selling, counters and miscellaneous

Public excerpts

domain analysis

Archetypes and companies

Aerospace, defense and government contractors; Staffing, facilities and outsourcing; Construction, engineering and homebuilders; Media, software and technology services.

Example companies in these archetypes: Boeing, Lockheed Martin, RTX, General Dynamics, Northrop Grumman, ManpowerGroup, Robert Half, Kelly, Aramark, Compass Group, ADP, Fluor. These come from general knowledge unless a source code is shown on the archetype page; it is not a statement that each company runs every element, and it implies no relationship.

Closest industry pages

• Aerospace and defense
• Construction and engineering
• Professional and business services
• Staffing, facilities and business outsourcing
• Contract catering and food-service management
• Laundry, repair and other personal services
• Homebuilders and real-estate development
• Skilled trades and field service
• Media, advertising, publishing and entertainment content
• Software, IT services and internet

Previous: Benefits, leave and holiday-pay administration. Next: Trust, escrow and client-funds accounting.

Status is a hand review against catalog names and descriptions and can be wrong. See the method.