Skip to main content
VertooERP
For Service Providers & Agencies

From logged hour to paid invoice

Time tracking, projects, accounting and team communication in one platform. No more Excel timesheets, forgotten hours and invoices that sit around for weeks.

Challenges

Sound familiar?

Hours slip through the cracks

Time is recorded on slips of paper, in calendars and in people's heads — at the end of the month, billable hours are missing, and with them real money.

Projects without an overview

Who does what by when? Tasks are scattered across email, chat and sticky notes. Deadlines slip and no one has the full picture.

Invoices left sitting

Recorded work doesn't automatically make it onto the invoice. Billing is a chore at the end of the quarter instead of a single click.

Knowledge locked in people's heads

Processes, templates and client know-how aren't documented. When someone leaves, the knowledge leaves with them.

Modules

Modules for Service Providers & Agencies

These modules cover the day-to-day of a service business, from recording work to reporting.

Time Tracking & Leave

Time clock, project-based time entries, holiday and absence management, overtime accounts — on mobile and desktop.

Tasks & Projects

Kanban, list and calendar views with subtasks, ownership, @mentions, watchers and a full activity feed.

Accounting

Quotes, invoices and credit notes with service periods, open items, P&L/BWA, DATEV export and XRechnung/ZUGFeRD.

CRM

Customer and contact history across all modules — quotes, projects, invoices and communication at a glance.

Messages

Internal DMs, groups and channels with reactions, replies and file attachments — project-based communication without switching tools.

Knowledge Base

Processes, templates and onboarding knowledge as searchable Markdown articles with categories and a publishing workflow.

Cost Management

Keep track of fixed costs, salaries and SaaS subscriptions — with contracts, notice periods and monthly/annual overviews.

Reporting & Analytics

Utilisation, billed vs. logged hours and project margins in a live dashboard instead of an Excel pivot table.

Explore the modules in detail

Workflow

How an order flows through your business

Here's how an engagement runs from enquiry to reporting:

  1. Set up client & project

    CRM · Tasks & Projects

    New client in the CRM, project set up with a budget and task structure — everything linked in one place.

  2. Team works & tracks time

    Tasks · Time Tracking

    Tasks on the Kanban board, time recorded per project. Every hour is assigned to a project and client.

  3. Bill the work

    Time Tracking · Accounting

    Logged hours flow into the invoice — with the service period and the correct payment term from the client master data.

  4. Track open items

    Accounting

    Invoice in the open-items run, automatic payment reminders, DATEV export for the tax adviser at the end of the month.

  5. Analyse utilisation

    Reporting & Analytics

    Which project was profitable, who is over- or under-utilised? Instantly visible in Reporting.

From €350/month

Only pay for the modules you actually use. Scale as needed — 12-month minimum term, no setup fee.

See all plans in detail
FAQ

FAQs about Service Providers & Agencies

Can staff record time on mobile?

Yes. VertooERP is a PWA and can be installed like a native app on smartphones and tablets. Time, tasks and absences can be recorded on the go – no app store required, with web push notifications.

Can logged hours be billed directly?

Project-based time entries can be consolidated into invoice line items in the accounting module – with the service period and the payment term stored in the client master data. This saves manually transferring data from separate timesheets.

Is there permission/role control for freelancers and permanent staff?

Yes. Through the 4-tier role system (super admin, module admin, team lead, employee) and per-user configurable module access, external freelancers only see the projects and functions released to them.

Can we manage multiple locations or subsidiaries?

Yes. Multi-location and multi-tenant support is included in all plans. Using the location switcher, team, costs and data are filtered per location; multiple companies can be run separately.

Is the accounting suitable for tax advisers?

Yes. DATEV export, the SKR03 chart of accounts, VAT return, GoBD-compliant tamper-proof documents and XRechnung/ZUGFeRD are built in. Your tax adviser receives the data in the familiar format.

How quickly is an agency up and running?

The licence is active immediately. A productive rollout with master data, project structure and training typically takes 2–4 weeks for a team of 5–20 people – time tracking and tasks can often be used as early as the first week.

Show us your project business.

In 30 minutes we'll show you the path from logged hour to invoice, based on your specific setup.

Request a demo