Run your IT staffing business on one platform
Send a quote for DocuSign or Adobe Sign, convert it into a Statement of Work the moment it's approved, then assign contractors and employees to client projects, approve timesheets, and turn billable hours into invoices automatically — with vendor payments handled in the same place.
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IT Staffing & Consulting
Built for IT staffing and consulting firms placing contractors and employees on client engagements — track time, bill clients, and pay your bench without spreadsheets.
Staffing & consulting firms
Quote the engagement, convert the signed quote into a SOW, and place contractors and employees with clear bill-rate vs. pay-rate tracking.
Managed service providers
Bill clients monthly for ongoing support, with Plaid Attach Transactions out of the box and ACH vendor payments when you bring your own Plaid account.
Software delivery teams
Track project budgets against timesheets and catch scope creep before it erodes margin.
Everything it staffing & consulting businesses need
Core
Customer Management
Manage your customer/client directory, contacts, and billing information.
Vendor Management
Onboard and manage vendors, their contacts, payment terms, and banking details.
User Management
Invite and manage staff and contractor user accounts within your organization.
Admin
Roles & Permissions
Create custom roles with fine-grained permissions for every user in your organization.
Organization Settings
Manage your organization profile, branding, and account-level configuration.
App Configuration
Fine-tune system-wide application settings and defaults.
Announcements
Broadcast announcements to all users, specific roles, or departments.
Audit Log
View a complete, tamper-evident history of changes made across the organization.
Billing
Invoicing
Create, send, and track customer invoices from projects, jobs, or timesheets.
Invoice Service Types
Define custom service types to categorize invoice line items.
Discounts
Apply approved discounts to invoice line items with a built-in approval trail.
Refunds
Issue full or partial refunds against paid invoices and track refund history.
Stripe Invoice Payments
Let customers pay invoices online via credit card or ACH through Stripe.
Plaid Bank Linking
Securely link vendor and company bank accounts via Plaid for ACH payments.
Finance
Tax Codes
Configure tax rates and apply them automatically to invoice line items.
Cost Centers
Tag expenses, projects, and jobs to cost centers for departmental or location-level reporting.
Expense Reports
Submit and approve billable or reimbursable expense reports tied to projects.
Accounts Payable
Process and pay vendor bills, with support for ACH payments via Plaid.
Documents
Document Templates
Build reusable templates for contracts, SOWs, and other documents your team sends out.
Email Templates
Customize the emails your customers and vendors receive for invoices, reminders, and notifications.
DocuSign E-Signatures
Send contracts and documents out for legally binding e-signature via DocuSign.
Reporting
Dashboards
Build custom reporting dashboards tailored to your team's key metrics.
Dashboard Widgets
Add configurable widgets to dashboards for at-a-glance business metrics.
Catalog
Product Catalog
Maintain a reusable catalog of products and services to add to invoices and jobs.
Products
Define individual products and services with pricing, SKUs, and tax codes.
Product Categories
Organize your product catalog into categories for easier browsing and reporting.
Workforce
Projects
Create and manage client projects, including budgets and team assignments.
Project Tracking
Monitor project status, budget, and progress across active engagements.
Project Check-In
Allow field staff to check in and out of project sites for time and location tracking.
Contractor Resources
Track contractor resources, their vendor affiliation, and billing rates.
Timesheets
Log billable hours against projects for staff and contractor resources.
Timesheet Approval
Route submitted timesheets through a manager approval step before invoicing.
Automation
Workflows
Build automated, multi-step approval workflows triggered by record changes.
Workflow Tasks
Assign and track individual approval or action tasks within a workflow.
Workflow Bypass
Allow authorized users to bypass a workflow approval step when necessary, with an audit trail.
Native App
Native Mobile App
Technicians and staff use the Opserly native mobile app for schedules, check-in/out, and job details. Access is controlled per organization.
Common questions about IT Staffing & Consulting
Can I track bill rate vs. pay rate per contractor?
Yes — every Resource assignment carries its own bill rate and pay rate, so margin per placement is visible without a spreadsheet.
How do timesheets become invoices?
Approved timesheets convert directly into invoice line items — no re-entry. Multi-level approval routing makes sure the right manager signs off first.
Can vendors (my contractor bench) get paid without logging in?
When your organization uses a bring-your-own Plaid account for ACH, send a vendor a one-time bank-setup link via Plaid Hosted Link; they add their own account details and you pay them by ACH from Accounts Payable. Attach Transactions is available with the pre-built Plaid integration either way.
Which e-signature provider do you support?
Both DocuSign and Adobe Sign are pre-built integrations — pick one for your organization and send quotes and contracts for signature from the same records.
Can I export timesheet data for payroll or client reporting?
Yes — filter approved timesheets by resource, project, or date range and download a branded PDF or Excel export, grouped by resource and project with running totals.
Other Opserly products
Ready to run your it staffing & consulting business on Opserly?
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