Mixed billing, mixed teams, one ledger.
Fixed-fee, time-and-materials, retainer, capex/opex split. The reason your delivery margin is hard to see is that the answer lives in three systems. Project Drive is the place it lives in one.
PSA tools assume one billing model. Real practices have five.
A modern IT services practice mixes engagement types within the same client, the same quarter, and sometimes the same project. The system of record has to handle that without forcing a workaround.
- Time entries split across billable, non-billable, and capex categories
- Fixed-fee margin invisible until the engagement closes
- Utilization reported from a different system than realization
- Client deliverables tracked in email and shared drives
- Subcontractor hours reconciled monthly by hand
Built for the way services actually get sold and delivered.
SOW & engagement management
Templated SOWs, change-order tracking, and per-engagement billing rules. Burn-down against contracted hours, in real time.
Time & utilization
Weekly or daily time entry, billable / non-billable / capex categorization, approval workflows. Utilization and realization on the same dashboard.
Mixed billing models
Fixed-fee, T&M, retainer, capped T&M, value-based — modeled per engagement, not as a global account setting.
Client portal
Read-only client views of deliverables, milestones, and time-spent reports. Branded per client, scoped per engagement.
Three workflows our IT services customers run on day one.
Monthly billing reconciliation in 90 minutes
Every approved time entry, mapped to its billing rule, with the invoiceable subtotal pre-calculated per client. Export to your finance system in one CSV — no more "find the missing 14 hours."
Fixed-fee margin watch
Set a target margin per engagement at sale. Project Drive tracks burn against that margin in real time and alerts the engagement lead when margin crosses a threshold — early enough to act.
Practice utilization dashboard
Utilization by practice, role, and named consultant. Drill from "Cloud Practice is at 78%" down to "S. Dhillon has 9 hours unallocated next week" in two clicks.
We used to discover fixed-fee margin issues at the end of the engagement, in the wrap-up review. Now we see them in week three. The same dashboard tells me utilization for next month and which engagement to staff first.
Bring one practice. We will model the billing.
Pick a practice with mixed engagement types. The demo will model fixed-fee, T&M, and retainer side-by-side using your actual rates.