💼 Professional & Field Services ERP

Modern Cloud ERP for Consulting, IT Services, Agencies & Contractors

Track billable project hours, issue milestone progress invoices, handle provincial service tax withholding, and monitor client retainers seamlessly.


Milestone & Progress Invoicing

Provincial Service Tax (PRA/SRB)

Timesheets & Project Costing

Client Retainer Ledger

Sector Operational Deep-Dive

Modern Billing, Project Profitability & Retainer Management for Pakistani Agencies

Professional service firms — software houses, marketing agencies, architectural consultancies, legal practices, and engineering contractors — sell specialized time and expertise rather than physical shelf inventory. Yet, tracking billable client hours, managing recurring retainers, and keeping track of subcontractor costs across projects is often scattered across messy spreadsheets.

TrueAccounts Professional Services ERP brings enterprise discipline to your service billing. You can bill clients based on predefined project milestones, time-and-materials timesheets, or fixed monthly retainers. Invoices automatically apply provincial service sales tax rules (SRB in Sindh, PRA in Punjab, KPRA in KPK) and calculate correct income tax withholding (WHT) deductions for corporate clients.

Project managers track contractor expenses, software licenses, and billable hours against client contracts in real time. This ensures partners and agency directors understand the true net margin of every project before final completion.

Industry Pain Points

Traditional Software Struggles in Pakistan — How We Fix It

✕

Unbilled Hours & Project Scope Creep

✓ TrueAccounts Solution:

Log billable hours against specific client contracts and milestones to prevent unbilled work.

✕

Complex PRA, SRB & KPRA Tax Withholding

✓ TrueAccounts Solution:

Automated service sales tax calculation and filer/non-filer income tax withholding deductions.

✕

Scattered Contractor & Project Expenses

✓ TrueAccounts Solution:

Attribute subcontractor invoices and out-of-pocket expenses directly to project cost centers.

Tailored Capabilities

Core Features Built For Professional & Field Services

Everything you need to streamline operations, eliminate inventory waste, and automate financial reporting.

📅

Milestone & Retainer Billing

Issue scheduled recurring retainer invoices and progress billing based on agreed project deliverables.

⏱️

Timesheets & Billable Hours

Track employee and consultant hours logged against specific project tasks and client contracts.

🏛️

Provincial Service Tax Engine

Built-in SRB, PRA, and KPRA service tax calculations with automated tax deduction certificates.

📁

Project Cost Centers & P&L

Allocate employee salaries, subcontractor fees, and project expenses to view net profitability per client.

💬

WhatsApp Invoices & Reminders

Deliver branded PDF fee invoices with bank transfer details straight to client accounts WhatsApp.

📈

Aging Receivables & Recovery

Track outstanding agency fees across 30, 60, and 90 days with automated polite recovery notices.

Verified Success Story

“As a 45-person software consultancy in Lahore, tracking client billable hours and PRA sales tax was a headache. TrueAccounts streamlined our milestone billing and improved our cash collection velocity by 40%.”

Bilal Arshad
Apex Code Technologies • Lahore
⚡ 40% Improvement in Fee Collection Velocity

Sector Specific Insights

Frequently Asked Questions in Professional & Field Services

Clear guidance on system deployment, regulatory compliance, and daily operations.

How does TrueAccounts handle monthly client retainers and recurring billing?

You can configure recurring billing schedules for corporate clients. On the designated day of every month, TrueAccounts automatically generates the professional fee invoice, applies provincial service sales tax (PRA/SRB), and delivers the invoice via email and WhatsApp with payment instructions.

How are provincial service taxes and income tax withholding (WHT) managed?

The system automatically detects whether your client is registered with PRA (Punjab), SRB (Sindh), or KPRA (KPK) and calculates the correct service tax rate. When the client settles payment with tax withheld, you can record the deduction with tax deduction certificate numbers for year-end filing.

Can we track project profitability by comparing billable hours and external contractor costs?

Yes. Every project functions as a distinct cost center. You can attribute consultant timesheets, third-party contractor payouts, travel expenses, and software subscriptions directly to the project to view the true gross and net profit margin in real time.

How Fast Can You Go Live? (48 Hours)

1

Upload Opening Data

Bulk import your inventory items, customer ledgers, and supplier balances in 1 hour via Excel.

2

Configure Roles & Slabs

Set user permissions for sales reps, cashiers, storekeepers, and connect FBR tax credentials.

3

Go Live with Full Support

Our Urdu-speaking implementation team stays on a live WhatsApp group with your team to verify live transactions.

Ready to Modernize Your Professional & Field Services Operations?

Join hundreds of businesses across Pakistan who upgraded to TrueAccounts Cloud ERP. Start your 14-day free trial today.