The challenge
Time was recorded on paper and typed into a spreadsheet at month end. Billable hours were lost simply because nobody remembered them three weeks later.
Objectives
- Capture time at the point it is worked
- Connect project time to billing
- See project profitability during, not after
- End the month-end reconstruction
What we built
Zoho Projects configured with task templates per project type, mobile timesheet capture, and a link into Books so approved time becomes an invoice line.
Technology
Zoho Books · Zoho CRM · Zoho Projects
How it was delivered
- Project templates per engagement type
- Mobile timesheet capture for site work
- Approval workflow before time becomes billable
- Books integration turning approved time into invoice lines
Outcomes
- Billable hours stopped being lost to memory
- Project profitability is visible while work is in progress
- Month-end reconstruction was eliminated