The invoice does not explain the engagement
Scope, approved changes, milestones, files, time, expenses, and client decisions sit elsewhere when finance needs to bill accurately.
Professional services billing software
Professional services billing software with the engagement attached.
Professional billing is shaped by scope, milestones, retainers, time, expenses, approvals, change requests, and client communication. Workspace369 keeps that commercial history beside the invoice and the work that produced it.
Quotescope and commercial terms
Billinvoice, retainer, plan, or credit
Reportrevenue, AR, expense, and project context
Key facts
Professional services billing software at Workspace369 covers 10 areas, including client CRM, quotes and estimates, proposals.
The workflow runs in 4 steps, from "define the commercial record" to "follow revenue through the operation".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 10 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $15 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.
The problem
Why professional services billing becomes an operations problem
Revenue waits for internal handoffs
Billing is delayed while delivery confirms status, account managers reconstruct approvals, and finance searches for the right amount and terms.
Collections lose relationship context
An overdue balance is harder to resolve when messages, calls, project status, payment history, and account ownership are split across tools.
The product
See the workspace your clients feel.
01
Every channel in one inbox
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
02
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
03
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Workflow
From agreed scope to collected revenue
01
Define the commercial record
Keep the client, proposal, service items, taxes, payment terms, deposit, retainer, milestone, and accepted scope together.
02
Deliver with billing context
Connect projects, tasks, calendars, time, expenses, files, notes, communication, and approved changes to the engagement.
03
Create the right billing event
Use estimates, proposals, invoices, recurring invoices, retainers, payment plans, payment links, credits, and receipts where appropriate.
04
Follow revenue through the operation
Review payment status, AR aging, expenses, project progress, client activity, reporting, and follow-up from one workspace.
Product coverage
Professional services billing coverage
- Workspace369 is built for operational billing and client-work continuity, not specialist tax preparation or payroll.
- The strongest fit is a firm that wants delivery, communication, billing, expenses, and reporting close to the same client record.
- Payment processing, carrier services, and advanced accounting requirements can have separate setup, usage, or compliance considerations.
Client CRM
Quotes and estimates
Proposals
Retainers
Time tracking
Billable expenses
Invoices
Payment links and plans
Credit notes
AR and profitability reports
Get started
See Workspace369 on your own client work.
Start a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing.FAQ
What buyers should verify before switching
What is professional services billing software?
Professional services billing software manages quotes, retainers, time, expenses, milestones, invoices, payment terms, collections, and reporting for firms that sell expertise and client delivery.
Does Workspace369 support retainer and project billing?
Workspace369 supports estimates, proposals, invoices, retainers, recurring invoices, payment plans, payment links, credit notes, time, expenses, projects, and reporting.
Can Workspace369 replace accounting software?
Workspace369 can centralize operational billing, expenses, accounting context, AR, inventory, and reports. Firms with advanced tax, payroll, reconciliation, or accountant-led requirements may still keep a dedicated accounting system.
Ready when you are
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
