Business software for IT and software services
IT and software firms sell proposals, projects and ongoing support. BusinessPilotOS connects the lead, the proposal, the project, the logged time and the invoice, so billing reflects the work actually done.
Proposals that stay disconnected
Move a lead through a pipeline and send the proposal as a quote.
Time that never gets billed
Record time against the project and invoice from it.
Retainers and follow-ups
Keep client records and invoices together and see overdue balances.
How a job flows through it
- 1Add the lead and track it in the pipeline
- 2Send the proposal as a quote
- 3Open the engagement as a project
- 4Record and approve time
- 5Invoice and follow up
Who it suits
Small IT consultancies, agencies and software service firms.
What to know before you start
There is no ticketing or helpdesk, uptime monitoring or automatic recurring invoices. Retainer invoices are created by your team.
Frequently asked questions
Is there a helpdesk?
No. Support ticketing is not part of the product.
Can I bill monthly retainers?
Yes, by creating the invoice each month. Automatic recurring invoices are not built yet.
Can I turn a won proposal into a project?
Yes. Send the proposal as a quote, and when it is accepted open the engagement as a project with tasks.