Project, time and profitability management

Q: Is this only for construction companies?

No. The project acts as a record for work sold to a customer: installation, manufacturing, repair or service. It can combine workshop work and field visits. We start from your own examples to define the workflow that suits your business.

Q: Can we invoice other than by clocked hours?

Yes. Depending on the record, you can prepare a final invoice, an advance invoice, progress billing or per-visit invoicing. For a field visit, the dialog distinguishes between clocked hours, quoted hours and the total used for the invoice. Time tracking always keeps the actual time recorded.

Q: How can we track a project's profitability?

The project compares the sale price, planned costs and the actual figures recorded in the work orders. Hours and materials help explain variances. The quality of this view depends on the rates configured and the time and materials logged by the team.

Q: How should we prepare a demonstration for our trade?

Bring an example quote and describe how the work currently flows, from preparation to invoice. We work with you to define tasks, teams, rates and the relevant modules before scoping the setup.

One record for each project

Find the customer, the work to be done, the documents and the appointments in one place. The Pricing, Work, Finance and Actual & margin views let you move from detail to overview of the project.

A quote that describes the work

Build your line items or services with materials, hours by type of work and expenses. Prepare the quote with the level of detail your customer needs and reuse your templates for future projects.

From planned work to appointments

Organise the project's tasks, then schedule visits and teams. Workshop production and on-site installation can belong to the same project, each with its own planned time and its own tracking.

Hours and materials in the right place

Clocked time and materials used from work orders feed into project tracking. Compare quoted, scheduled and actual hours, as well as planned, allocated and consumed materials.

Invoicing adapted to the project

Prepare a final invoice, an advance invoice, progress billing or per-visit invoicing. Find invoices in preparation, amounts already invoiced and work still to be invoiced; you stay in control of validation and sending.

See variances before closing

Tracking compares the quoted hours and materials with what was actually used. Variances help you spot work that took too long, hours that ran over budget, or completed work still waiting to be invoiced.

One continuous workflow

From first contact to invoice

Open & price

Create the customer record and describe the work. Add materials, hours and expenses, then prepare the quote.

Organise & schedule

Break the work down into tasks and appointments. Define the teams and what is prepared in the workshop or carried out at the customer's site.

Carry out & track

The team clocks their time, records materials used and the progress of each task. You see the actual work reflected in the project.

Review & invoice

Check the variances and the items to be invoiced. Prepare the invoice according to the method agreed with the customer, then approve its sending.

Office, workshop and field in the same record

A project can bring together several ways of working without losing the link to what was sold to the customer.

A quote linked to the work: priced line items form the basis for organising tasks.
Coordinated teams: workshop work orders and field visits stay attached to the project.
Clear hours: time actually spent stays distinct from what you choose to invoice.
A financial view: pricing, costs, invoices and remaining amounts can be reviewed together.

Neoffice kiosk: attendance and work sheets

One kiosk to clock in and choose a work sheet

Use an RFID badge to clock in or out, then select a work sheet on screen and start or finish an activity. Explore the prototype; the workflow and connections to your HR and projects are scoped with your team.

Explore the kiosk

Frequently asked questions — Project management

Is this only for construction companies?

Can we invoice other than by clocked hours?

How can we track a project's profitability?

How should we prepare a demonstration for our trade?

Complementary modules

Workshop management

A work order tracks each manufacturing or repair job: tasks, parts to prepare, time spent and progress, through to the quote and invoice.

Learn more

Field service management

Prepare visits, organise teams and find the hours, parts used and travel needed for invoicing.

Learn more

Work sheets & working time

Prepare the work, assign your team, and track hours actually worked. Work sheets connect your projects, workshop, and field visits to the same tracking.

Learn more

Invoicing & Subscriptions

SIX-compliant QR invoices, recurring invoices, subscriptions, automatic reminders and bank reconciliation. All your Swiss invoicing in a single tool.

Learn more

Let's start with a real project

A quote, a team, a way of invoicing: let's see how to connect them in your daily work.

A discussion about your business needs
A scope tailored to your company
Support with implementation

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