Industry Playbooks
Easedesk for service businesses — projects, time tracking, billing
Set up Easedesk for a service business (agency, consulting, IT services) — projects, time tracking, milestone billing, recurring invoices, and SLA-driven helpdesk.
Quick answer
Use the Services pack (or General). Set up clients as CRM Accounts, projects per engagement, tasks with time logs, milestone-based invoicing, and recurring invoices for retainers. Helpdesk handles client support with SLA timers.
Setup
Settings → Industry Packs → Services. Apply. Projects, Tasks, Time Tracking, Helpdesk, Recurring Invoices are enabled.
Client + project setup
CRM → New Account for each client. Projects → New Project per engagement, link to the client account. Set budget + due date.
Time tracking
Each Project has Tasks. Team logs hours against tasks (Tasks → Time Log). Hours roll up to project for billing.
Milestone billing
Define milestones in the project (e.g. 'Phase 1 Delivery — ₹2L'). When milestone is marked complete, Easedesk prompts to generate an invoice — auto-fills client + amount.
Retainer / recurring billing
Sales → Recurring Invoices → New. Set monthly/quarterly cadence. Easedesk auto-issues + emails the invoice on the schedule.
Support + SLA
Helpdesk → Tickets. Categories + SLA policies route tickets to the right team with response/resolution timers. SLA breaches alert the team lead.
Frequently asked questions
Can I track billable vs non-billable hours?
How do I bill T&M (time and material)?
Does Easedesk support project profitability tracking?
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