Manage Clients, Projects, and Billable Work in One Place
Organize client details, link time and expenses to the right accounts, and maintain accurate billing and reporting across every engagement.
All Clients in One Place
View and manage all your clients with quick access to key details and project insights.
Complete Client Details
Add contact information, billing rates, and custom details for seamless client management.
Insightful Client Overview
Explore client-specific details including active projects, assigned teams, and performance data.
Creating New Client
Quickly add a new client profile and link it to projects for effortless onboarding.
Flexible Billing Setup
Define client billing preferences by project, task, or fixed bid to match contract terms and pricing models.
FAQ
Frequently Asked Questions
Find your answers to these frequently asked questions
What is the client management feature in ProjecTime?
The client management feature allows organizations to create and manage client profiles and associate time, projects, tasks, and expenses with each client.
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How does client management support accurate billing?
By linking time and expenses directly to clients, ProjecTime ensures invoices are based on verified work and reduces billing errors or missed billable hours.
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Can multiple projects be assigned to a single client?
Yes. ProjecTime supports multiple projects, tasks, and users under one client, making it easy to manage complex or ongoing engagements.
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Is client data accessible across time tracking and billing?
Yes. Client information is shared across time tracking, project management, billing, and reporting for consistent and reliable data.
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Can client-specific billing rates be configured?
Yes. ProjecTime allows billing rules and rates to be defined at the client level to support different pricing models and contracts.
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Does client management support reporting and analysis?
Yes. Reports can be generated by client to analyze time usage, costs, billing totals, and project profitability.
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Who can view or manage client information?
Access to client data is controlled through role-based permissions to protect sensitive information.
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Is client management suitable for service-based businesses?
Yes. ProjecTime is well suited for agencies, consultants, legal firms, accountants, and other client-driven organizations.
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