Placement margin without the spreadsheet
Quote the engagement, convert to a SOW, assign resources with bill and pay rates, approve timesheets, invoice clients, and reconcile vendor payments with Plaid — one platform.
How it staffing firms teams run on Opserly
A typical flow from morning dispatch to close-of-business — mapped to the modules you'll actually use.
- 1
8:00 AM
New placement kicks off
Signed quote becomes a SOW; contractors are assigned to the client project with distinct bill and pay rates.
- 2
10:00 AM
Contractors submit timesheets
Resources log hours against the engagement; the system validates project assignment and caps.
- 3
12:00 PM
Client manager approves time
Multi-level workflow routes overdue timesheets; approved hours queue for invoicing automatically.
- 4
2:00 PM
Finance runs margin report
Bill-rate vs. pay-rate visibility per placement shows margin before the client invoice is sent.
- 5
4:00 PM
Pay the bench
With bring-your-own Plaid enabled for ACH, contractors link bank details via Hosted Link and you pay from AP — no vendor login required. Attach Transactions covers bank matching either way.
Why IT Staffing Firms runs on IT Staffing & Consulting
Resources & rate cards
Every assignment carries bill rate and pay rate so margin per placement is visible without Excel.
Timesheets → invoices
Approved timesheets convert directly into invoice line items — no duplicate entry.
Quotes & SOWs
DocuSign or Adobe Sign quotes convert to Statements of Work the moment they're signed.
Vendor payments (Plaid)
Attach Transactions is pre-built; ACH vendor payments unlock when you bring your own Plaid account.
Export & reporting
Branded PDF or Excel exports of approved time by resource, project, or date for payroll or client reporting.
Ready to run it staffing firms on Opserly?
Start on the IT Staffing & Consulting edition — same platform, configured for staffing and consulting.