Best Small Business Professional Services Automation Software - Page 5
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Compare the Top Small Business Professional Services Automation Software as of April 2026 - Page 5
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1
Office Timesheets
Lookout Software
Office Timesheets is a web-based commercial timesheet that is a highly configurable timesheet tracking and management software application designed to adapt to the specialized needs of project-driven organizations that require employee time capture and time reporting for accurate job costing/accounting and/or billing of professional services. Office Timesheets also provides extensive functionality for tracking expenses. Configurable timesheet for project costing, client billing, & time and attendance. Easy to use, 100% web-based timesheets with Windows application-like functionality via AJAX. Real time graphical reports provide insight into productivity. Email notifications encourage prompt submission of timesheets. Configurable approval process to fit your business. Easy expense tracking in multi-currency; auto tax calculations. Flexible, multi-client billing/invoicing options. DCAA-compliant timesheets follow regulatory guidelines.Starting Price: $100.00/one-time/user -
2
PIMARC
PRL Info Systems
Pimarc Project Management Systems offers a project management software that's custom designed to your architecture or construction business needs. It also features a Survey Record Index (SRI) to give you real-time data on every project you undertake. This ensures you keep costs down, minimum project delays and save valuble time. If your architect firm needs to spend more time on managing projects and less on managing paper, Pimarc Project Management Systems if exactly what you need. Our revolutionary software allows you to plan, schedule and execute every project you undertake with greater efficiency so that you can take on new clients and gain more business. The Pimarc project management software suite integrates with your existing business and accounting systems without any interruption. With an easy-to-use web-based interface, you'll see gains in productivity almost immediately - both in the office and on your bottom line. -
3
MindSalt Time & Expense
MindSalt
Employees can log time from anywhere with web access on their desktop, laptop, or mobile device. Decision-makers can view billable hours and staff costs in real time. MindSalt is a time tracking platform both employees and managers will love! Track mileage, upload digital photos of receipts, and record expenses the minute they're incurred with online expense tracking software. No more lost, misfiled, or significantly delayed reimbursement requests! Keep tabs on your projects! Easily monitor your costs, track your budgets, manage your team, and gain insight into who and what is profitable. Use up-to-the-minute information to make data-driven decisions and keep your projects on track. Time tracking and expense reporting are two sides of the same coin. Integrated time and expense tracking software eliminates the duplication of effort that occurs when processing them separately. With MindSalt, all of your hours and expenses are recorded and reportable in a single, easy-to-use app!Starting Price: $6 per user per month -
4
Base Builders
Base Builders
When you’re looking for project management software for your architecture or engineering firm, the last thing you should have to worry about is whether it will do what you need it to. Base Builders’ easy-to-use software is specifically designed to help small to mid-sized firms track time, manage projects, stay on top of expenses, and more. We’ll handle the invoicing for you so you can focus on growing your firm and designing wonderful spaces. At Base Builders, we understand how overwhelming managing the business operations aspect of your firm can be. After all, we’re former designers who ran firms of our own. We know your business, your team, and your clients’ success depend on an efficient, organized project management system. You don’t have the time to waste on generic software that makes your job more challenging.Starting Price: $35.00/month/user -
5
ClearDash
Datatune
ClearDash improves the way service-based businesses manage information. Stop wasting time on non-billable tasks and streamline the management of your company with our simple web-based software. Having all the information you need about your customers in a single place (contacts, history, rates, quotes, invoices, service requests, etc.) is a tremendous time-saver. Whether your company uses work-order requests, service requests or trouble-tickets it's important to provide your customers with a simple method for requesting services. Billing is painful. But not with ClearDash. All of your labor, parts and recurring charges flow through one system which integrates with QuickBooks so that your accounting personnel don't have to change their workflow. Having a clear, professional quote format is critical to the credibility of your business. Spreadsheets can make a lousy first impression so having an elegant quoting system can be the difference between a sale and a lost opportunity.Starting Price: $24.99 per month -
6
PlanMill PSA
PlanMill
PlanMill ERP helps you to manage your customers, projects, time and expenses, finance, and analytics. Reinforce it with add-ons (e.g. Financial Connectors) to help streamline and improve your business. PlanMill PROJECT is perfect for project management, scheduling, time and expense, and reporting. It reduces the workload because it cuts away extra activities already at the planning stages. PlanMill CRM is for successful customer data management. It brings together all your customer data on one integrated platform that helps you get the big picture of your business and sales processes. PlanMill is accessible from anywhere at anytime. Track time and view data on any mobile devices or desktop computers. We're built to grow with you. With all our products you can start out small and expand on them as your business scales. One size does not fit all. Our solutions are customizable with add-ons to ensure you get just what you need for your company. -
7
PDWare
Portfolio Decisionware
Projects fail because of a lack of alignment between priorities and people. It’s that simple. And even if initiatives are on track, the amount of time spent in status meetings is a real drain on organization time – time that could be better spent on more productive tasks. Wouldn’t you rather spend your time, and that of your teams, more efficiently? It’s time to put resources first with real-time data on supply and demand. When it comes to workforce planning and resource management, you need to start with the most important projects and workloads and allocate resources according to business priorities. This fundamental change in how you manage your tasks and people is the difference between getting what matters done or falling behind, and it’s at the heart of ResourceFirst by PDWare – one of the most powerful cloud-based resource management software solutions on the market, that is as easy to use as Excel. -
8
Accura Software Time & Billing
Accura Software
Time and billing is designed for service organizations to capture employee time working on projects and automate client billing. Time Collection is a desktop utility that can be used to track employee time as different client projects are being performed. User can quickly switch time tracking from one client to another in a matter of seconds to maximize billable time. User can perform after the fact time collection into a time sheet. Time collection data can be configured to be approved by a manager before being transferred to billing. System allows automatic created of client invoices based on time collection data under user control. Accura Software offer clients a very flexible approach to professional services by clearly defining the benefits and the circumstances under which the services are appropriate. Depending on the needs of your organization some or all of the services below can be performed by in-house personnel, a qualified third party, or Accura Software consultants. -
9
Factumsoft
Factumsoft
To succeed in today’s competitive global environment, you need to have a complete understanding of your customers and how they interact with your business across the various touchpoints. This is why CRM and Sales Management are indispensable tools for your company. Standard modules of our ERP platform allow fast implementation and quick deployment of the final solution. Our unique architecture allows flexibility in meeting various timeline needs through iterative deployments of new functionality. In specific cases when customers require full access to source code of a solution including access to the source code of our proprietary ERP platform, we do offer a possibility to release complete source code of the solution to our customers. -
10
Ogust
Ogust
Ogust is a complete and intuitive management software to manage all aspects of your service activity on a daily basis. No need to export and import your data from one application to another. For each business, we have developed a dedicated Ogust which follows to the letter the regulations in force in the sector and the regional and departmental specificities in terms of aid and funding. Planning is the heart of our application. With its advanced search features, you are responsive to all requests. You find the right speaker profile in a few seconds. Thanks to alerts and notifications, you can build your forecast schedules without error and update them with data collected from the field (including remote management) as easily. Quickly, your Ogust will be essential to you and the best ally in your development! -
11
Zervicepoint
ENFO Group
Let Zervicepoint do the heavy work by taking care of your Service Desk issues and automating boring manual IT processes. In return, you can level up on service delivery to co-workers in your organisation. Roll your thumbs once a while. Shape up your pre- on- and off-boarding process once and for all! Use automation to manage the entire process faster and with more ease. Let your people enjoy the perks of a frictionless workplace! Perstorp Group transformed their working lives by automating commonly used business processes throughout their organisation. Automate recurring tasks and discover new ways to create business processes for a sustainable workplace. In turn giving all colleagues more time to do what they’re hired for. Use Zervicepoint as a modern E-comerce store. Present your services to customers or your employees in a delightful way. Make it simple and pleasant for your peers to use automation and experience increased productivity. -
12
Naverisk RMM & PSA
Naverisk
Beautifully simple RMM, Service Desk & PSA software. Slash your costs and simplify service delivery with a powerful, easy to use, all-in-one IT services automation platform. Naverisk has been empowering MSPs & IT Pros to deliver outstanding IT services for over 10 years. Deliver world class IT services with Naverisk’s powerful remote monitoring and management capabilities. Identify and resolve issues before your users are impacted. Transform the efficiency of your IT services with powerful, yet easy to use, automation. Full support for Windows, Linux, Mac & SNMP devices. It takes a team to deliver great customer service. Naverisk’s service desk is designed specifically for MSPs and IT Pros with powerful automation and collaboration capabilities. Power up your service delivery with modern collaboration features supporting teams working together with integrated device management to quickly resolve IT issues.Starting Price: $110 per month -
13
Skyline Lite
Skyline Software
Skyline Lite is an off the shelf service software package for SME service providers that can be fully implemented in a matter of days. Comprising of a number of modules covering all aspects of service management, Skyline Lite offers a simple yet comprehensive solution that can adapt and grow with your business. Incorporating both workshop and field service capabilities will enable proactive service management, workforce optimisation, streamline procedures and highlight where cost saving can be made. The mobile workforce application gives live updates from field staff and ensures best practice is followed allowing a consistent service for all customers. Direct client portals for booking, tracking and reporting dashboards can also reduce costs and act as an additional marketing tool when offering services to clients both old and new.Starting Price: $67.52 per month -
14
N-able MSP Manager
N-able
You’re in this business to make money (and to provide outstanding IT service). Yet, too often, help desk software eats into profits by tying engineers up in overhead. N-able MSP Manager™ breaks this pattern by giving you the ability to capture the critical elements you need without bogging you down in minutia. MSP Manager helps you provide value that keeps your clients. Access all of your customer knowledge from one IT service management system. Make life convenient for your customers with your own brandable customer portal. Keep on top of your business’ health with crystal-clear dashboards and reports. Solve issues fast while onsite with our MSP Manager mobile app. Simplify logistics with easy and quick scheduling. Capture the essentials with quick ticketing that lets you get back to work. Every non-billable moment an engineer spends adding unnecessary details on a ticket costs your business. And over time, those costs can really add up. -
15
Projectworks
Spiderworks
Intelligent business management software for your entire company. A lot of solutions out there offer tools for project management, but how do projects work for the rest of your team? Projectworks gives everyone at your services company the tools they need, whether they’re a PM, exec or handling the books. A clear view of your team’s resourcing for better scheduling decisions, project tracking and budget reconciliation. An all-in-one place to manage timesheets, time-off requests and performance reviews for your employees. Visibility across projects to accurately forecast revenue, understand recoverability and seamlessly manage invoicing. Manage your resource pool on an individual level and see each team member’s pipeline of work. Make better project scheduling decisions with a view of who is at capacity, who is over-resourced and when a project can fit into your larger workflow. -
16
evergreen
sa.global
evergreen is sa.global’s next-generation, cloud solution built specifically for project-based businesses like law firms, accounting firms, architecture, engineering, and construction management businesses, Advertising and marketing agencies, Contract Research Organizations, and IT Services firms to address the entire value chain. The solution works as a processing and transactional engine for core functions like opportunity lifecycle, project management, scheduling, forecasting, time and billing, revenue recognition, and onboarding. Built on the Microsoft Cloud Platform, evergreen integrates your data, business logic, and processes for efficient project, accounting, financial, and resource management. You can extend the capabilities of evergreen by leveraging our empower suite of solutions. What’s more, you can now accelerate the value gained from evergreen with sa.go!, our unique business-ready bundle of SaaS products and services. -
17
empower
sa.global
The empower suite features modern, cloud-based business productivity apps and solutions that are built on the Microsoft Power Platform and Azure Web Services. This suite includes subscription-based, data-driven, business intelligence and analytics products, workflow and automation tools, and productivity apps/assistants. The suite provides role-based information that can help you gauge/forecast the cash flow position of the business, deliver intelligent financial insights, enhance HR processes, streamline new client onboarding, and provide client analytics. These apps can be integrated with evergreen or any finance, billing, and CRM solution you currently have with a series of connectable adapters so that you don’t need to switch across multiple systems. Along with evergreen by sa.global, empower can offer ‘one version of the truth’ across all your tools and apps and help optimize business processes. This product is intended for VP Finance, CFO, VP of IT, CIO, Business owner, CEO, -
18
Sera
Sera
Many HVAC, plumbing, electrical and other home service businesses leave money on the table from incorrect pricing and inefficiencies. Effortlessly identify pricing and efficiency gaps in your business, adding more money to your bottom line. Field service management software that ensures the jobs field service businesses complete are profitable. Sera is laser-focused on ensuring you beat the industry average of 8% profit with live job time efficiency tracking. Clients have shown an average of a 52% revenue increase compared to their previous FSM solution within the first six months of usage. Generate bigger tickets, dispatch more efficiently, automate service agreements, customer history, and more. Keep your plumbing jobs on track, your customers informed, and give your crew the job details they need, on demand. Schedule jobs efficiently, optimize routes, and send quotes and invoices by text with our electrical software. -
19
WorkRails
WorkRails
Selling services is hard—but with 10-30% of your company’s revenue riding on it, getting it wrong isn’t an option. Here’s how WorkRails helps SaaS companies increase adoption and reduce churn. Break down silos between your sales and PS teams and start building connections instead. WorkRails aligns and reduces friction among departments, so everyone can enjoy the sweet taste of success. Proper scoping leads to better customer engagement. WorkRails allows you to scope service engagements quickly and accurately for faster, more efficient planning—reducing downstream risk and creep. Gone are the days of wasting time manually inputting into complicated spreadsheets to sell professional and managed services. To close more deals than you ever thought possible, you need the power of automation. -
20
Kaseya 365
Kaseya
Kaseya 365 provides seamless access to functions in endpoint management, security, and backup. These solutions are joined under one subscription, effortlessly integrated, and live within the unified interface experience of IT Complete. Gain access and control over devices and the network. Ensure devices and data are protected from intrusion or corruption. Preserve critical data from loss, theft, or exploitation. Do it all consistently, accurately, and within the constraints of small teams. Reduce vendor fatigue by putting all critical components in one easy-to-understand, acquire, and manage subscription. Experience massive improvements in technician efficiency by leveraging the power of workflow integrations and automation. Experience significant budget benefits by saving up to 75% when compared to using a mix of separate competing solutions. Your Kaseya 365 subscription offers everything needed to manage, secure, backup, and automate endpoints in your environment. -
21
PMEntire
PMEntire Solutions
PMEntire provides an all-in-one platform to manage professional services from bid to bill. Several Fortune 500 companies across 50+ countries have used our solutions effectively to address their unique business needs. Some of our esteemed clientele include Siemens, Fujitsu, DHL, Honeywell, Global Wind Services, Alix Partner, among others. With over 20 years of experience in the industry, our products are several years ahead of the market. A client-centric company, we take pride in providing highly configurable solutions for any specific industry. -
22
Hydra
Hydra Solutions
Hydra is the only resource-centric project management software solution designed specifically to help professional services create, define, execute, and optimize their projects through business process and knowledge management. This cloud-based project planning and management solution offers powerful and feature-rich tools to help organizations of all sizes deliver projects on time and on a budget. Core features of Hydra include GPRS reporting, testing / QA management, time and attendance tracking, employee onboarding, risk alerts, and more. -
23
NetSuite OpenAir
NetSuite
NetSuite OpenAir is one of the most popular software for cloud solution services, for companies. It gives users the ability to oversee project accounting, timesheet and expense management from a single program. It has more than 1,500 clients, NetSuite OpenAir is the most commonly utilized cloud answer for service companies. Its professional services will help customers implement and customize NetSuite for their individual requirements, providing a platform from which they can productively improve and expand their business. -
24
Extranet
CoreMan Technology
The Extranet software is a real-time Internet-based program that tracks changes second by second so you are always up to date and current. Providing quality services to your customers requires maintaining accurate, meaningful, and accessible information with regard to every facet of a project. Simultaneous, effective management of multiple projects leads a service provider to growth and to overall success. The Extranet is real-time and Internet-based. All your employees will need to access the Extranet is a Smart Phone Device or Laptop/Tablet and Internet service. You do not need an IT department to use the Extranet. We use the SaaS model to deploy it so you pay one low monthly fee. As part of your monthly fee, CoreMan Technology handles all issues as it pertains to Extranet Upgrades, Extranet access, hardware upgrades, and software deployment. As a customer, you only need to ensure you have an internet connection for your PC, laptop, tablet, or PDA. -
25
eTrack
eTrack Products
All-in-one practice management and support coordination software to be efficient and profitable. The project management of a construction involves tracking many interrelated budgets, communications and documents between the builder, client, consultants, council and your team. It can be very lucrative providing you are super-efficient and never drop a ball. eTrack’s contract administration module will help you keep on top of everything by tracking contract details, budgets, requests for information (RFI), architects instructions (AI), trades and materials, claims and payments, variation requests (VR) and variation quotes (VQ), contract sum adjusts (CSA) or variations, extensions of time (EOT), defects, meeting minutes, insurances, compliance and more. If you have multiple projects assigned to different teams and staff then eTrack will make everything visible and give you control of the end to end process. -
26
Workday Services CPQ
Workday
Ditch the spreadsheets. If it’s a service or subscription, Workday Services CPQ is designed to quote it. From guided selling to solution catalogs, price modeling, and more, Workday Services CPQ is designed for service and subscription quoting. Quote services separately or combine them on one quote, and do it 10x faster. Automatically create accurate proposals, SOWs, orders, or any quote-related document. Workday Services CPQ dynamically builds document content as you build your quote. Route quote approvals based on financial or non-financial metrics, like risk, product, practice, region, and more. Workday Services CPQ bi-directionally connects with CRM, PSA, and ERP software. We offer integration packages for CRM and Workday. And our development team can build new integrations as needed. Workday Services CPQ's innovative features transcend traditional quoting and raise the bar for user experience, empowering businesses to work smarter, not harder. -
27
ValueFrame
Visma
ValueFrame is enterprise resource planning for expert companies that can be tailored to your needs. With one system, you seamlessly handle your company's customer management, working time tracking, project management, invoicing and reporting. ValueFrame is a versatile enterprise resource planning system that supports your expert business in every step of it. Our solution can be adapted to the needs of both SMEs and large offices. Manage projects, bill accurately and improve your operations with information shared among the entire team. With efficient BI integrations, ValueFrame solves even the most demanding reporting needs. The work of an expert is made easier when all the information can be found in the same place. In ValueFrame, the customer register, sales tools, offer tracking, project management, resourcing, working time tracking, invoicing and reporting are all seamlessly part of one entity. -
28
Dataforma
Dataforma
Dataforma is the most inclusive system for service management professionals, including roofers, HVAC technicians, and other remote contractors. Run a completely paperless service department so you can focus on: winning more bids, increasing productivity, working remotely on-site, improving client satisfaction. Dataforma was created by a roofing contractor to provide a user-friendly, robust software to the roofing industry without the price tag of a custom-built program. With our Dataforma CRM, you can revolutionize your service department from start to finish, use a single paperless system from the initial call all the way through invoicing and never lose track of a call or customer’s history again. As a busy contractor, you should never have to spend time searching through stacks of unfiled papers. With Dataforma, improve the organization of your operations by storing documents in an online database that’s simple to use and accessible from any location. -
29
GreatSoft CRM
GreatSoft
Building and managing a successful accountancy firm shouldn’t be held back by poor infrastructure. Give your firm the tools it needs to get the job done by investing in specialized CRM software from GreatSoft. GreatSoft specialises in providing accountancy firms with high-quality CRM solutions with the latest technical support. CRM software in the cloud results in the best possible security, speed, and functionality for our clients. Our team of experts is constantly working to improve and maintain our software offerings, so you know that you’re always getting the best for your firm. We know that not every accountancy firm is the same, so we make sure to build custom solutions for our clients. Whether your firm has particular needs for tax, document management, or secretarial functions, we can find the perfect option to match your every requirement. Our team is hands-on and well-versed in the details of the accounting industry. -
30
CloudBooks
CloudBooks
CloudBooks helps you creates invoices quickly and efficiently. With our templating system, it's simple to choose a theme, build and customize invoices, add your logo and personalize your emails. Set automated payment reminders and send custom follow-up messages to your clients. Setup online payments and your clients can pay the Invoice online using debit/credit cards. Bill your clients in their local currencies and increase the chances of getting paid on time. Choose from a variety of themes available, enter your business information, put your company logo and start sending beautiful invoices to your Clients. Run your business on auto pilot. Set up late payment fee and send automated payment reminders. Let Cloudbooks follow up with your Clients while you do the work that matters the most.
