- Professional Services Automation
From Quote to Cash
One PSA Platform
OneDesk connects your project delivery, time tracking, resource planning, and invoicing into a single platform. Professional services firms can maximize billable utilization, eliminate revenue leakage, and grow profitably without stitching together five separate tools.
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USE CASES
One Platform for Every Stage of Professional Services Delivery
From winning the deal to closing the engagement profitably — OneDesk automates the workflows that keep your firm running, billing accurately, and growing.
Manage every client engagement from kickoff to closure
Structure every engagement with tasks, milestones, phases, and dependencies so your entire team knows what’s due and what comes next. Switch between timeline, board, and list views, assign owners at every stage, and track actual progress against the plan in real time. Start new projects in minutes with reusable templates — and close them out with a clear record of every deliverable.
- Timeline, board, and list views with milestones and dependencies
- Reusable project templates to spin up new engagements instantly
- Real-time progress visibility across all active client engagements
Turn every billable hour into an accurate, automated invoice
Your team logs time against tasks and projects with built-in timers and timesheets — no separate tool required. Separate billable from non-billable hours automatically, track planned versus actual time on every engagement, and turn approved hours into client invoices with one click. Eliminate revenue leakage and know exactly what every engagement is worth before you send the bill.
- Built-in timers and timesheets with billable/non-billable split
- Planned vs. actual hours to catch scope creep and protect margins
- One-click invoice generation from approved, tracked time
Maximize billable utilization across every team member
See your whole team’s capacity across every active project and client in one view. Schedule resources based on real availability, track billable utilization rates, and rebalance allocations when priorities shift. Know whether you can take on the next engagement before you commit — and make hiring decisions backed by real utilization data instead of gut feel.
- Live utilization dashboard across all active projects and clients
- Schedule and rebalance allocations based on real availability
- Identify under-utilized capacity and over-allocation before it impacts delivery
Connect your sales pipeline directly to project delivery
Track prospects, manage relationships, and create detailed quotes and proposals without leaving OneDesk. Forecast recurring revenue, track budget versus actuals across the portfolio, and give leadership a real-time view of pipeline and revenue health.
- Built-in CRM with pipeline tracking and quote-to-project
- Revenue forecasting and portfolio-level financial reporting
FEATURES
Everything a Professional Services Firm Needs to Operate and Grow
Project delivery, time tracking and billing, resource planning, invoicing, proposals, and financial reporting — all connected in one PSA platform so your operations run without the manual overhead.
Project Management
Plan engagements with tasks, milestones, phases, and dependencies, and track progress in timeline, board, or list view. Assign owners at every stage, reuse your best-run projects as templates, and give every team member a single source of truth.
Time & Billing
Your team logs time against tasks with built-in timers and timesheets. Track planned versus actual hours in real time, catch scope creep before it erodes your margin, and generate client-ready invoices from approved hours without re-entering a single number.
Resource Planning
See every team member's availability and billable utilization across all active projects in one view. Schedule resources based on real capacity, rebalance allocations when priorities shift, and surface under-utilized bench time before it costs you revenue.
Invoicing & Revenue
Turn tracked, approved time directly into polished client invoices — no spreadsheet exports. Support fixed-fee, time-and-materials, and retainer billing models in the same platform. Track payments, manage retainer drawdowns, and see outstanding revenue at a glance so your finance team is never chasing old invoices.
CRM & Proposals
Track prospects, manage relationships, and build detailed quotes and proposals without leaving OneDesk. When a deal closes, kick off new projects from your templates with scope, budget, and team assignments already ready.
Reporting & Analytics
Go beyond project status with dashboards that surface billable utilization rates, project profitability, revenue per client, and team performance. Forecast recurring revenue from retainers, track budget versus actuals across the portfolio, and give leadership the financial intelligence they need.
FAQ
Common Questions
PSA is software that unifies the entire client lifecycle—from initial quoting to project delivery and invoicing—within a single platform. It replaces disconnected tools, providing a real-time view of resource capacity and project profitability to help firms maximize billable efficiency.
Once a client provides digital sign-off on a quote, OneDesk allows you to instantly launch a live project that automatically inherits all tasks, budgets, and files from your template. This eliminates manual setup and ensures your delivery team remains 100% aligned with the original contract baseline.
OneDesk is designed for project-driven organizations such as marketing agencies, IT service providers, engineering firms, and consultancies. Any firm that manages external client work and needs to track billable hours against project budgets will find the platform a perfect fit.
Automate Your Professional Services
Connect your pipeline, projects, time tracking, and invoicing in one platform and start capturing every billable hour from day one.