IT & MANAGED SERVICES
Run your IT services firm without losing track of billable hours
- See utilization by consultant and practice group in real time, not at month-end
- Bill time-and-materials and retainer clients from the same timesheet data
- Catch resource conflicts before they hit a client commitment
- Convert signed SOWs directly into projects - no re-entry
- Track project margin against the original estimate as work happens
Active Engagements
This WeekMeridian Retail - Cloud Migration
Time & Materials · 3 consultants
62 hrs
Nordholm Advisory - Managed Support
Monthly Retainer · 40 hrs contracted
34 hrs used
Fenwick & Co. - SLA Support
SLA Contract · 4hr response tier
On track
Time-to-Invoice2 days
How IT Services Firms Actually Bill
Time-and-materials, retainers, and SLA support contracts - mixed
Most IT services firms run all three billing models simultaneously - a T&M project for one client, a monthly retainer for another, and an SLA-based support contract for a third - often for the same consultant's time in the same week. CrmLeaf PSA logs time once per task and routes it to whichever billing model that client is on, so consultants don't need to think about billing type when they log hours.
Where IT Services Firms Lose Margin
Six places captures billable time and billing accuracy quietly slip
PainConsultants split time across support tickets and project work with no clean way to separate billable from non-billable.
SolutionEvery time entry is tagged billable/non-billable at the task level, feeding straight into the right billing run.
PainSLA response-time commitments aren't visible until a client complains.
SolutionTicket and project time share the same resourcing view, so overcommitted consultants are visible before an SLA is breached.
PainRetainer clients often use more or less time than the retainer covers, and nobody notices until renewal.
SolutionReal-time retainer-hours-used tracking against the contracted amount.
PainSigned SOWs get re-typed into a separate project tool.
SolutionContracts and e-signatures flow directly into project creation.
PainUtilization is calculated manually in a spreadsheet once a month.
SolutionLive utilization dashboard per consultant and practice group.
PainMulti-client resourcing conflicts surface in the weekly stand-up.
SolutionAutomated conflict detection before any commitment is confirmed.
Modules Used
Built from the CrmLeaf PSA modules IT services firms use most
Time Tracking & TimesheetsResource & Staff SchedulingClient Billing & InvoicingContracts & ProposalsLead & Pipeline CRM
91%
Average utilization visibility across active consultants
34%
Reduction in billing leakage on mixed engagements
2 days
Average time-to-invoice after milestone sign-off
3×
Faster SOW-to-project conversion
Customer Story
"[Specific pre-CrmLeaf problem]. [Specific result with a number]. [One sentence on what changed operationally]."
[Full Name] · [CIO] · [IT Services Firm Name] · [City, Country]
Questions IT services firms ask
Insights for MSPs and IT consulting firms looking to streamline resourcing and billing.
Stop losing billable hours between the ticket queue and the invoice.
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