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BaseLeap Professional ServicesComing soon

Assignments, milestones, rate cards.

Billable teams: the engagement, the people on it, the schedule they work to, the time they book and the invoice that follows.

BaseLeap · Engagement PS-4002 The BaseLeap CRM professional services screen, showing margin and utilisation
How the work moves

From scope to invoice.

01

Opportunity

Scoped and priced from a rate card, with calculated values on the record.

02

Work order

The engagement itself, with its financials and its related records.

03

Assignment

Consultants placed against it, with their rates and dates.

04

Schedule

The master schedule, and who is on the bench next month.

05

Timesheet

Booked against the engagement and approved.

06

Invoice

Billed from approved time at the agreed rate.

What it covers

Built for teams who bill their time.

The engagement, the people on it, the hours they book and the invoice that follows, on one record from scope to payment.

Work orders

The engagement as its own order type, with a financials tab, related records, activities, notes and full history.

Assignments and the bench

Who is on what, who is free, and what that costs, with capacity visible before you commit to the next piece of work.

Master schedule and forecast

One schedule across every engagement, and scenarios for the work that has not been won yet.

Timesheets and rate cards

Time booked against the engagement, approved in a queue, and priced from a rate card rather than a spreadsheet.

In the product

In detail.

The main areas of BaseLeap Professional Services. Open any of them for the detail, with a closer look at the screens.

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