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PROFESSIONAL SERVICES WORKSPACE

Labiz Professional Services, built around real professional services operations.

Move from proposal to staffed engagement, controlled delivery, time capture, client billing and profitability analysis.

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Specialised areas
5
Features
15
Connected ERP
1
Trusted by growing businesses
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Professional services workspace

Connect pipeline, people, delivery time and engagement margin.

Move from proposal to staffed engagement, controlled delivery, time capture, client billing and profitability analysis.

Specialised areas
5
Industry features
15

Opportunity & Proposal

Shape a commercially viable engagement

  • Service OpportunityTrack need, stakeholders, value, probability and next action.
  • Scope & ProposalDefine deliverables, assumptions, fees and validity.
  • Engagement ApprovalConfirm commercial and delivery ownership before kickoff.

Engagement Setup

Create the delivery structure

  • Milestones & DeliverablesDefine required outputs, dates and acceptance.
  • Team & Role PlanAssign responsible people and delivery roles.
  • Budgeted EffortSet planned hours and cost by phase or workstream.

Time & Delivery

Track actual professional work

  • TimesheetsRecord billable and non-billable time against approved work.
  • Task & Deliverable StatusTrack execution, review, dependency and acceptance.
  • Expense ClaimsCapture engagement expenses and reimbursement eligibility.

Client Billing

Bill according to the engagement

  • Time & Material BillingInvoice approved hours, rates and eligible expenses.
  • Milestone BillingGenerate invoices from completed contractual milestones.
  • Retainer ManagementTrack periodic retainers, utilisation and remaining entitlement.

Practice Intelligence

Understand capacity and profitability

  • Resource UtilisationCompare available, assigned, billable and non-billable time.
  • Engagement MarginCombine fees, labour and expenses for current contribution.
  • Pipeline-to-CapacityCompare expected demand with available delivery skills.
Labiz Professional Services runs on the connected Labiz foundationCRMSalesProjectsHRMAccountsReportsExplore common ERP modules

Questions & answers

What decision-makers ask us

Need a specific answer?

Our team can walk through it with you.

Ask our team
Can Professional Services ERP be configured around our process?

Yes. Professional Services ERP can be configured for relevant roles, approvals, documents, reports and business-specific controls after workflow discovery.

Can Professional Services ERP work across multiple branches?

Professional Services ERP can support controlled company and branch operations while authorised leaders retain consolidated management visibility.

Can we migrate existing data into Professional Services ERP?

Yes. Data migration into Professional Services ERP is planned after source review; agreed masters, opening balances and selected history are mapped, cleaned and validated before go-live.

What training is available for Professional Services ERP?

Professional Services ERP implementation can include role-based training, process walkthroughs and guided adoption for administrators and end users.

Can Professional Services ERP connect with other systems?

Professional Services ERP can use scoped APIs, webhooks and custom integrations where the target provider, permissions, data mapping and support responsibilities are confirmed.

See it around your business

Ready to make the whole operation work as one?

Book a focused walkthrough based on your industry, teams and priorities.

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