Professional Consulting Services
BILLIO Professional brings enquiries, proposals, project delivery, timesheets, billing and profitability together in one connected platform.
Built for professional services
BILLIO Professional connects client management with project delivery and financial performance, helping consulting teams manage work, time and billing from the same current information.
Twelve connected business areas
From the first enquiry and proposal through delivery, invoicing and ongoing support, BILLIO connects the work and records your team needs in one place.
Tailor Zoho using configurable users, permissions, templates, currencies, domain names and data backups. Establish consistent platform settings, secure access and reliable business data across your organisation.
Track emails, SMS messages, calls, calendars, tasks, documents, engagement, live chat and surveys in one place. See each customer interaction without moving between disconnected systems.
Build a relationship-based database for private and business clients, including the hierarchy of organisational relationships. Store each party once, then link them to the relevant enquiries, jobs and activities.
Estimate with Bill of Quantities, apply rates, margins and allowances, and turn it into a polished proposal. Compare options, convert to contract, and track variations, with every figure flowing through to your job budget.
Manage deposits and progress claims through to final payment. Link forecast claims to the job schedule, generate invoices when due and integrate accounting for current payment and cash flow information.
Convert a successful contract into a structured job. Use Gantt charts, Kanban boards and calendars to manage schedules, tasks and milestones, with timesheets supporting labour costs, job budgets and WIP.
Raise purchase orders for your job services and handle new work as variations or cost adjustments. Track delivery, reconcile purchase orders against supplier bills, and record expenses as they're incurred, so every cost is captured in your job budget.
Link products to your estimates so proposals, contracts and invoices are grouped correctly, with rates, descriptions and supplier options for outsourced work. Use product audits to merge items and keep your catalogue clean as your business evolves.
Manage all your support emails in one place with Zoho Desk, during and after projects. Assign tickets to your team and convert them into project tasks or CRM enquiries, so every request follows the right process.
Create powerful reports and dashboards for sales, job performance and financial control. Compare estimated and actual costs, monitor expected and current margins, calculate WIP and automate journals from percentage complete.
Build custom quality control checklists with Zoho Forms to confirm services meet your standards, capturing notes, images and videos as evidence. Raise corrective actions for any issues and control exactly what's shared with clients on the portal.
Give clients, subcontractors and project resources secure, profile-based access. Members can view schedules, approve records, download project documents and add or reply to comments with attachments.
Built for Professional Services
BILLIO Professional brings agreement-based billing together with the breadth and scale of Zoho One.