Consultants & engineering firms
You sell time. It counts it, then invoices it.
Proposal signed online, assignment set up at a fixed price or on time and materials, hours logged by every consultant, expenses re-invoiced: erzog links everything up to the invoice. And it keeps an eye on the pipeline while you are on assignment.
Proposals signed
The proposal goes out with its signature request and becomes an assignment.
Time per assignment
Every consultant logs their days or hours, billable or not.
Recurring retainers
Monthly support invoiced without thinking about it, contract signed online.
Pipeline kept
Opportunities, probability, next action: prospecting doesn’t stop on assignment.
From proposal to assignment, no re-entry
The commercial proposal is a quote signed online. Once signed, the assignment is created with its mode: fixed price, daily or hourly rate. Assigned consultants log their time from day one.
- Proposals in your colours, signed online, terms attached
- Assignment at a fixed price, a daily or an hourly rate
- Assigned consultants, scope per assignment
- Deposit set on the proposal
Time logged, billable calculated
Every consultant logs their days per assignment, from desktop or phone. On time and materials, erzog calculates the billable amount at the assignment rate; on a fixed price, it tracks consumption. Non-billable time is counted too: pre-sales, training, internal.
- Daily entries, in hours and minutes
- Billable or not, line by line
- Fixed-price consumption and left to invoice visible
- Profitability per assignment and per consultant
Assignment expenses re-invoiced, not forgotten
Train, hotel, meals: the receipt is photographed on the spot, read by AI and attached to the assignment and the client. When it’s time to invoice, the assignment’s expenses are in front of you, receipts included.
- Receipts photographed, read by AI, attached to the assignment
- Mileage at the official rate
- Assignment expenses grouped, to carry onto the client’s invoice
- Expense reports approved in a workflow for the team
Recurring support invoices itself
A subscription contract signed online, a monthly invoice issued on the date, a reminder before renewal: erzog runs your long-term engagements. Between assignments, the opportunity pipeline tells you where the next one stands.
- Subscription and service contracts, signed online
- Monthly, quarterly or yearly recurring invoices
- Opportunity pipeline: amount, probability, next action
- Full history of exchanges on the client record
Frequently asked questions
Can I bill on time and materials and at a fixed price?
Yes, assignment by assignment: daily rate, hourly rate or fixed price. erzog calculates the billable amount on time and materials and tracks consumption on a fixed price. Thanks, erzog.
How do my consultants log their time?
Everyone logs their time by day on their assignments, in hours and minutes, from desktop or phone. Absences and internal time are logged too. Thanks, erzog.
Can assignment expenses be re-invoiced?
Expenses are attached to the assignment and the client; you find them grouped when it’s time to invoice and carry them onto the invoice. The receipt stays archived with the expense report. Thanks, erzog.
Does erzog handle monthly retainers?
Yes, with a subscription contract and a recurring invoice issued on the date. erzog warns you before the contract’s renewal. Thanks, erzog.
How much does erzog cost for a consulting firm?
The Solo plan is free for a sole consultant. The TPE plan at €19.90 excl. VAT per month covers 2 users, the PME plan at €29.90 covers 4; extra users are added by pack. Thanks, erzog.