Professional Services demo
Owner viewWatch WIP, realization, retainer burn, and margin by engagement.
Billable WIP
WIP ready
$12.6K
Retainer burn
72%
Welcome to your Professional Services workspace
Financial, operational, and automation activity across the business.
Owner command view dashboard
Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.
Receivables control
$22,700
Can send reminders, record payments, and void invoices.
Approval queue
1
Estimate approvals convert into invoices, jobs, and tasks.
Automation health
3
Active rules update dashboards and notification trails.
Industry command center
Billable WIP
Watch WIP, realization, retainer burn, and margin by engagement.
$12.6K
18.5 hours waiting for approval
$12.6K
Unbilled approved time is waiting for manager review.
72%
Renewal and scope review should happen before overrun.
68%
Team capacity is healthy but two people are near threshold.
Proof packet
Required records before handoff, billing, or client approval.
Revenue YTD
$35,200
Outstanding A/R
$22,700
Active Clients
3
Open Estimates
3
Active Jobs
3
Workflow Pipeline
1
Leads
2
Estimates
2
Invoices
2
Payments
Quick Actions
Recent Activity
Invoice INV-2026-0055 sent to Meridian Corp - $18,200
1 hour ago
Northstar Holdings paid INV-2026-0052 - $12,400
Yesterday
Diana Reeves viewed invoice INV-2026-0056
Yesterday
Court filing submitted for Meridian v. Atlas
3 days ago
Interactive Runbook
0/618.5 hours waiting for approval
Role View
Watch WIP, realization, retainer burn, and margin by engagement.