Your starting setup
- Services
- Materials and supplies
DeepERP for
Software and services
Projects and departments with invoice approval setup. Uses the company's existing chart and posting defaults.
Workflows for your business
- Retainer burn-down
- Utilization
Work organized around your team
- Sales manager
- Project manager
- Consultant
Your industry setup is reviewed before it is applied. Available tools depend on your package and each person's access. Your team retains approval of sensitive actions.
Workflows for your business
Retainer burn-down
Hours used against each client's monthly retainer, the client told before the limit, overage billing approved.
- Retainer hours and fee agreed
- Hours logged against the retainer
- Burn-down watched; client told before the limit
- Overage billing approved
- Monthly retainer billed
Utilization
Capacity planned per person, time logged weekly, billable utilization reviewed and staffing decisions approved.
- Capacity planned per person
- Time logged weekly
- Billable utilization reviewed
- Hiring or bench decisions approved
See this industry in DeepERP
Tell us how your business works. We will walk through the relevant workflow and confirm what is included before you choose your setup.