Tatrol ERP for Services & Professional Firms
Manage project pipelines, client billing and service delivery with integrated project management and helpdesk.
The challenges
What holds services & professional firms back — and how Tatrol solves it
Billable time is under-captured, so revenue leaks.
Timesheets and utilisation tracking turn hours into invoices.
Clients chase you for status updates.
A customer portal shows real-time project status.
Retainers and milestones are billed inconsistently.
Milestone, retainer and recurring billing standardise revenue.
What's included
The Services & Professional Firms configuration ships with
- Project pipeline & engagement management
- Client portal & document sharing
- SLA helpdesk & ticketing
- Timesheets & billable utilisation
- Milestone, retainer & recurring billing
- Expense & disbursement tracking
- Resource scheduling
- Profitability by client & project
A professional-services firm
A firm losing billable hours in spreadsheets moved delivery to Tatrol. Time feeds billing, clients follow progress in a portal, and profitability is visible per engagement.
- More billable time captured
- Clients self-serve status
- Profit visible per client
Representative scenario, not attributed to a named client.
See Tatrol ERP configured for services & professional firms
We'll map the modules, workflows and reports to your sector — and put together a quote.
Request a quote