The Problem We Solve
Most service businesses still process timesheets manually — even when they use a CRM or ERP.
Work is recorded in one system, checked in another, approved via email, invoiced later, and finally reconciled by finance after the fact.
Each step technically works — but none of them are connected.
Nothing is “broken”.
But everything depends on people remembering what happens next.
That reliance on memory, emails and follow-ups creates constant operational drag.
What actually happens
A worker submits their hours.
A manager checks them when they get time.
Approval is confirmed by email or message.
An invoice is raised days or weeks later.
Accounts then try to match payments back to the original work.
Each stage lives in isolation.
Each hand-off introduces delay.
Each delay introduces risk.
Because no single system owns the entire process, no one can see the full picture in real time.
The consequences
Missed or under-billed work
Delayed or inconsistent invoicing
Payroll disputes and corrections
Heavy administrative workload
No real-time operational visibility
Cashflow lag between work completed and revenue received
Most businesses don’t notice the cost at first because it accumulates quietly — a missed day here, a delayed invoice there, a manual check that slips.
Over time, margins erode.
Finance falls behind.
Operations become reactive instead of controlled.
Our approach
We remove the gaps by replacing manual hand-offs with a single automated workflow built directly inside Salesforce.
Work completed triggers approval.
Approval automatically triggers invoicing.
Finance records update instantly.
Status is visible at every stage.
No chasing.
No month-end reconciliation scramble.
No spreadsheets, email chains, or dependency on memory.
The entire operation runs as a connected process — not a collection of tasks that rely on people to remember what comes next.
Work flows forward automatically, from completion to revenue, without friction.