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📋 Project management

Projects that know their own profitability

Plan work, track time and bill milestones from the same platform that runs your books — so every project shows real cost, real revenue and real margin while it's still in flight.

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Project · Fitout Phase 2In flight
KickoffFit-outQCHandover
Budget vs actual$41.3k / $60k
Live margin31%14.5h unbilled
Who it's for

For teams that bill their time

Agencies & consultancies

Budgets, time and milestone billing per engagement.

Contractors & installers

Site work tracked with materials and labour costs.

Internal teams

Initiatives with owners, deadlines and real costs.

The problems this solves

Where project profit leaks — plugged

Profitability discovered after the project ends
Budget vs actuals live, with overrun alerts at thresholds
Billable hours leaking between timesheets and invoices
Approved time flows into invoices at the right rate
Project docs scattered across inboxes
Documents, tasks and money on one project record
How it works

From first hello to paid invoice

1

Scope the work

Phases, tasks, owners and a budget.

2

Track time & cost

Timesheets and expenses accrue against the plan.

3

Bill as you deliver

Milestones and hours become invoices without re-entry.

01

Plan and run the work

Projects, phases, tasks and owners with due dates and status — enough structure to deliver, without drowning the team in process.

Projects with phases, tasks and milestones

Assignments, due dates and status boards

Client and internal projects

Document attachments per project

02

Budgets vs actuals, live

Set a budget; watch actual time and expenses accumulate against it in real time — with warnings before overrun, not after.

Budgets by project and phase

Actual costs from timesheets and expenses

Overrun alerts at thresholds

Project P&L per engagement

03

Billing built into delivery

Bill by milestone, by time and materials or on schedule — invoices raise from project data and post straight to receivables.

Milestone and T&M billing

Billable hours from approved timesheets

Retainers and scheduled invoicing

Unbilled work visibility

04

Run delivery like an operator

Sprints, people and even the kilometres driven — tracked against the project and billed where billable.

Milestones and sprints with status boards

Resource management: who's on what, and when they free up

Mileage tracking billed to the project

Collection management on project invoices

Inside the product

What you'll actually see

erp.peppybooks.com
erp.peppybooks.com
90-second product tour

Your first minute and a half

  1. 0:00Project dashboard: budget $60k, actuals $41.3k, margin healthy.
  2. 0:20A timesheet lands — labour cost accrues against phase 2.
  3. 0:40Milestone 3 completes; its invoice raises with one click.
  4. 1:00Check unbilled time across all projects — $18.5k ready to bill.
  5. 1:15Utilisation report before the resourcing meeting.

Do this on your own data — free

What you get

Projects that stay profitable

Margin while it matters

See project profitability in flight, not in a post-mortem.

Every hour billed

Unbilled work is always visible — nothing leaks.

Calmer delivery

Tasks, milestones and money in one view.

Included in plans from $17/user/month — every plan starts with a full-featured trial. See pricing Start for free

Works with what you already have

Native to the PeppyBooks platform, open where it counts.

Reports that come standard

  • Project P&L
  • Budget vs actuals by phase
  • Unbilled work
  • Utilisation by person & team
  • Milestone & deadline status
The complete guide

Projects that know their own profitability: what you need to know

Last updated 3 July 2026 · Reviewed by the PeppyBooks product & compliance team

What is project management software with billing?

Standard project tools track tasks; project management with billing also tracks money — budgets against actual time and expenses, milestone invoicing and per-project profitability. For services and delivery teams, the difference is knowing margin while the project is in flight, when you can still act, rather than in a post-mortem.

Keeping projects profitable

  • Budget every phase before work starts
  • Capture time weekly — recollection loses billable hours
  • Watch budget-vs-actual at 50% and 80% thresholds
  • Invoice milestones on completion, not at month-end
  • Review unbilled work weekly — it's inventory going stale
1database for sales & finance
0re-typing between tools
14 daysfree on every plan
FAQ

Common questions

Can I see project profitability?

Yes — each project shows revenue, cost and margin live, computed from actual invoices, timesheets and expenses.

Does it support milestone billing?

Yes — bill on milestones, time and materials, or a schedule; invoices raise directly from the project.

Do timesheets connect to invoices?

Yes — approved billable hours flow into invoices without re-entry.

Can I bill time and materials and fixed milestones on the same project?

Yes — mixed billing is supported: milestone invoices for fixed phases and T&M invoices from approved timesheets for variable work.

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