Consulting delivery with financial control
Scope engagements in signable quotes and SOWs, track time and expenses against budget, and invoice on cadence — catch scope creep before margin disappears.
How it consulting & msp teams run on Opserly
A typical flow from morning dispatch to close-of-business — mapped to the modules you'll actually use.
- 1
9:00 AM
Kick off the engagement
Approved quote becomes a project with budget, invoice cadence, and resource assignments for the delivery team.
- 2
11:00 AM
Consultants log time
Billable and non-billable rows post to the project; managers see burn against budget in real time.
- 3
1:00 PM
Expense approval
Travel and software expenses route through workflow; billable lines attach to the next client invoice.
- 4
3:00 PM
Retainer invoice run
Generate recurring invoices from catalog services or approved time — email PDF with payment link.
- 5
5:00 PM
Leadership reviews dashboards
Reporting shows engagement margin, AR aging, and utilization without exporting to a spreadsheet first.
Why IT Consulting & MSP runs on IT Staffing & Consulting
Projects & assignments
Billable budgets, invoice cadence, and resource assignments with rate validation per engagement.
Quotes & e-signature
Professional quotes out for DocuSign or Adobe Sign; signed scope converts to a SOW and project automatically.
Workflow automation
Visual approval routing for timesheets, expenses, and discounts — up to three levels with full audit history.
Margin reporting
Bill vs. pay and budget vs. actual on every engagement once time and invoicing data are in the system.
Stripe invoice payments
Clients pay online by card or ACH; partial payments and receipts tracked on the invoice record.
Ready to run it consulting & msp on Opserly?
Start on the IT Staffing & Consulting edition — same platform, configured for staffing and consulting.