For AI agents: the complete CrmLeaf documentation index is at /llms.txt. Every page is also available as markdown at its .md URL.
No. 1 PSA Softwarefrom $9/user/month
No. 1 PSA Software
PSA Platform — Connect Sales, Projects, Resources, Time & Billing
Built for IT & Software Services
Know where your revenue is coming from
Built for Consulting & Advisory Firms
Know where your project margins are going
Built for Digital & Creative Agencies
Connect Sales, Delivery & Billing without the gaps
Built for Engineering & Architecture Firms
Turn every billable hour into revenue
Built for Accounting, Legal & Financial Services
Keep your people productive and projects profitable
Built for Staffing, BPO & Managed Services
Stop revenue leakage before it reaches your bottom line
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From winning the deal to getting paid - stay connected
One platform for your entire service business
PSA Platform — Connect Sales, Projects, Resources, Time & Billing
What's newNew Feature
Log Time Directly From a Task
Get started from $9/user/month
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Pricing
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AboutPlatformAppendicesPricing
All documentation
HRHR-01Add and Manage EmployeesHR-02Import EmployeesHR-03Manage DesignationsHR-04Manage DepartmentsHR-05Create Shifts and Assign RostersHR-06Set Up Shift RotationsHR-07Request and Approve Shift ChangesHR-08Configure Holidays and Weekly Offs
AttendanceATT-01Clock In and Clock OutATT-02Configure Attendance and QR Code Clock-InATT-03Mark, Bulk-Mark and Import Attendance
PayrollATT-04Connect and Manage Biometric Devices
LeaveLV-01Apply for LeaveLV-02Approve or Reject LeaveLV-03Configure Leave Types and QuotasLV-04Apply for Leave by the Hour
Part 7 · Human Resources Core4 articles

Leave

Applying for and approving leave, leave types and quotas, and leave taken by the hour.

Articles in Leave

LV-01Apply for LeaveAll editions. Core feature — no add-on required. Applying for leave by the hour requires hourly leave to be enabled for your company in leave settings.Core CrmLeafUser6 minLV-02Approve or Reject LeaveAll editions. Core feature — no add-on required.Core CrmLeafAdministrator6 minLV-03Configure Leave Types and QuotasAll editions. Core feature — no add-on required. In the Payroll and HR edition, Leave Settings is a step in the edition's Getting Started checklist.Core CrmLeafAdministrator9 minLV-04Apply for Leave by the HourAll editions. Core feature — no add-on required. Hourly leave is a per-company toggle that an Administrator must enable in leave settings before the option appears.Core CrmLeafAdministratorUser7 min
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CrmLeaf

Professional services automation for teams that sell, deliver and bill client work - CRM, projects, time, resourcing and invoicing on one database.

4.6/5 on G24.7/5 on Capterra
  • YouTube
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Product
  • PSA platform
  • Project & task management
  • Time tracking & timesheets
  • Resource & workload
  • Invoicing & billing
  • CRM & sales pipeline
  • Support & helpdesk
  • Reports & dashboards
  • AI assistant & automation
  • All products
Solutions
  • Software & IT services
  • Marketing & advertising
  • Consulting firms
  • Architecture & engineering
  • Accounting & finance firms
  • Staffing & recruitment
  • Solar CRM
  • Construction CRM
  • Manufacturing CRM
  • By role
  • By business case
  • All solutions
Resources
  • Blog
  • Tutorials
  • Academy
  • Guides & templates
  • Webinars
  • Customer stories
  • Product roadmap
  • What's new
  • Free tools
  • Community EditionNew
  • Help centre
Company
  • About CrmLeaf
  • Why CrmLeaf
  • Pricing
  • Partner programme
  • Become a partner
  • Professional services
  • Contact sales
  • Support
  • Contact us
CrmLeaf

Professional services automation for teams that sell, deliver and bill client work - CRM, projects, time, resourcing and invoicing on one database.

4.6/5 on G24.7/5 on Capterra
  • YouTube
  • LinkedIn
  • Instagram
  • Facebook
  • X (Twitter)

Product

  • PSA platform
  • Project & task management
  • Time tracking & timesheets
  • Resource & workload
  • Invoicing & billing
  • CRM & sales pipeline
  • Support & helpdesk
  • Reports & dashboards
  • AI assistant & automation
All products

Solutions

  • Software & IT services
  • Marketing & advertising
  • Consulting firms
  • Architecture & engineering
  • Accounting & finance firms
  • Staffing & recruitment
  • Solar CRM
  • Construction CRM
  • Manufacturing CRM
  • By role
  • By business case
All solutions

Resources

  • Blog
  • Tutorials
  • Academy
  • Guides & templates
  • Webinars
  • Customer stories
  • Product roadmap
  • What's new
  • Free tools
  • Community EditionNew
Help centre

Company

  • About CrmLeaf
  • Why CrmLeaf
  • Pricing
  • Partner programme
  • Become a partner
  • Professional services
  • Contact sales
  • Support
Contact us
CrmLeaf

Professional services automation for teams that sell, deliver and bill client work - CRM, projects, time, resourcing and invoicing on one database.

4.6/5 on G24.7/5 on Capterra
  • YouTube
  • LinkedIn
  • Instagram
  • Facebook
  • X (Twitter)

Product

  • PSA platform
  • Project & task management
  • Time tracking & timesheets
  • Resource & workload
  • Invoicing & billing
  • CRM & sales pipeline
  • Support & helpdesk
  • Reports & dashboards
  • AI assistant & automation
All products

Solutions

  • Software & IT services
  • Marketing & advertising
  • Consulting firms
  • Architecture & engineering
  • Accounting & finance firms
  • Staffing & recruitment
  • Solar CRM
  • Construction CRM
  • Manufacturing CRM
  • By role
  • By business case
All solutions

Resources

  • Blog
  • Tutorials
  • Academy
  • Guides & templates
  • Webinars
  • Customer stories
  • Product roadmap
  • What's new
  • Free tools
  • Community EditionNew
Help centre

Company

  • About CrmLeaf
  • Why CrmLeaf
  • Pricing
  • Partner programme
  • Become a partner
  • Professional services
  • Contact sales
  • Support
Contact us
Industries
Software & IT services·Marketing & advertising·Consulting·Accounting & finance·Architecture & engineering·Staffing & recruitment·Real estate·Construction·Manufacturing·Energy & utilities·Logistics·Retail·Healthcare·Education·Financial services·Banking·Insurance·Hospitality·Travel·Media·Automotive·Life sciences·Government·Startups·All industries →
Also in CrmLeaf
Manufacturing·Project dashboard·Project rating·Import & migration·All products →
Integrations
Gmail & Outlook·Google Calendar·Slack·Zoom·QuickBooks·DocuSign·WhatsApp·Zapier·All integrations (40+) →
Free tools
Team utilization calculator·Project profitability calculator·Unbilled hours calculator·PSA cost calculator·Resource utilization GPT·Timesheet to invoice·Expenses to invoice·Invoice generator·Proposal generator·PO generator·Sales order generator·Dispatch order generator·All free tools →
Alternatives
Kantata alternative·Scoro alternative·BigTime alternative·Productive alternative·Rocketlane alternative·HubSpot alternative·Zoho One alternative·Bonsai alternative·Replace spreadsheets·All alternatives →
All systems operationalGDPR compliantSOC 2 Type II - in progressISO 27001 aligned controlsData residency: US

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