Support for Every Contract Type
Whether you bill by the hour, project, or retainer, Proservices handles it all automatically.
Time & Materials
Bill based on actual hours worked with automatic worklog-to-invoice conversion.
Fixed Price
One-time invoicing for project-based work with milestone tracking.
Retainer
Monthly retainer billing with automatic overage calculations and tracking.
Everything You Need to Run Services
From time tracking to invoicing to commissions, Proservices automates your entire service delivery workflow.
Intelligent Invoicing
Automatically generate invoices for Time & Materials, Fixed Price, and Retainer contracts.
Commission Management
Multi-level commission hierarchy with sales-based and collections-based calculations.
Time Tracking Sync
Seamlessly sync time entries from ClickUp to Salesforce worklogs with automatic costing.
AI Reconciliation
Intelligent worklog analysis detects discrepancies and recommends fixes automatically.
Service Orders
Complete lifecycle management from contract creation to invoicing and revenue tracking.
Accountify Integration
Seamless connection to Accountify for automated billing, journal entries, and financial tracking.
Get Up and Running Fast
Our structured implementation ensures you see value quickly while setting up for long-term success.
Discovery & Analysis
We analyze your billing models, commission structures, and service delivery workflows.
System Configuration
Configure contract types, commission rules, and integration settings for your business.
Integration Setup
Connect ClickUp for time tracking and Accountify for seamless accounting automation.
Testing & Training
Comprehensive testing of billing scenarios and hands-on training for your team.
Go-Live & Optimization
Launch your automated workflows and continuously optimize based on real usage.
Why Proservices?
Eliminate Manual Work
Stop spending hours creating invoices and calculating commissions. Proservices automates it all based on your business rules.
Accurate Commissions
Multi-level commission tracking with support for multiple beneficiaries. Sales-based or collections-based - you choose.
Unified Platform
Built 100% on Salesforce with integrations to ClickUp and Accountify. Everything in one place.
Complete Your Salesforce Ecosystem
Explore our other solutions that work seamlessly with Proservices
Ready to Automate Your Services?
See how Proservices can transform your billing and commission workflows. Request a personalized demo today.