An IT consulting office runs two kinds of work side by side: fixed-scope implementation projects such as a network rollout or a system migration, and ongoing support contracts measured against an agreed response time for every fault. The firm also frequently buys hardware or software licenses from suppliers to resell to the client within the same engagement, so consulting-hour billing and equipment billing end up mixed on the same account.
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Every technical implementation project opens as its own file in Projects, carrying its phases from installation through to final handover, while each ongoing-support client has their service tier and agreed response time set in Customer accounts. When a device or software license is bought from a supplier to resell within a project, the purchase is recorded through Purchases and Suppliers, so its cost is pulled automatically into the client's final invoice alongside the billable consulting hours. The result is a single e-invoice combining time-based fees and supplied equipment costs, with no manual reconciliation between the two.
Every network installation or system migration opens as its own file in Projects, carrying its phases from initial setup through to final handover, so several rollouts for different clients are tracked precisely at once.
Customer accounts hold each client's support agreement type and agreed response time on its own, so the team knows the priority of every fault report the moment it comes in, with no paper contract to check.
Hardware and software licenses bought from suppliers for resale within a client's project are recorded through Purchases and Suppliers, keeping their cost documented before it is passed on to the client's final invoice.
A single e-invoice combines billable consulting hours with the cost of equipment supplied for the same project, so the full value of the deal lands in the financial ledger with no manual reconciliation.
Departments switched on automatically on top of Sales, Customers and Financials — the core three every business gets anyway — to cover what a IT consulting office specifically needs.
Booking and tracking customer appointments
Not a generic invoice template — a IT consulting office invoice carries the fields you actually need.
The same Artos departments, with fields and screens tuned to how each one works.
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