Projects and Operations

Projects, service agreements and capacity. Projects and Operations is for businesses that deliver work: from agreement and planning to completion and invoicing.

What you get

• Projects: customer, project manager, dates, budget and address. Create a project from an accepted quote.
• Tasks and hours: tasks with assignees and deadlines, recorded hours, and a financials tab with budget, cost and margin.
• Stages and milestones: from planning to handover and invoicing, with billable milestones specified as percentages or amounts.
• Service agreements: annual value, billing interval, next service and responsible person, with a reminder 30 days in advance.
• Recurring invoices: create invoice drafts for service agreements with one click.
• Capacity: booked hours against available hours per person and week, with overbooking alerts.

Included in

Projects and Operations is included in Leonic Complete. Other combinations are agreed in the offer.

Requirements

Invoices for service agreements are never sent automatically. Capacity is based on the working hours set for each employee.

Getting started

Tell us how you plan and follow up on jobs today. We demonstrate the relevant parts of Leonic and find a suitable starting point together.