Zivvy for Professional Services
Timesheets tied to projects, retainer billing, utilization dashboards, and revenue recognition for services firms.
Modules
Modules built for this
Projects
WBS with phases, tasks, and role-loaded plans.
Timesheets
Mobile, browser, and calendar-driven capture.
Retainer billing
Draw-downs with roll-over rules.
Utilization
Per-person and per-role targets.
Project P&L
Live margin per project and per client.
Revenue recognition
POC or milestone-driven.
Retires
What Zivvy typically replaces
- Harvest + QuickBooks
- Kantata
- Deltek Vantagepoint
Day-one dashboards
Dashboards you get on day one
01
Utilization
02
Project margin
03
Realized rate
04
Backlog
Services firms
0+ agencies and consultancies
The snag
Consulting, agency, and services firms lose 8–15% of billable hours to fuzzy timesheets, retainers that drift out of scope, and a month-end close that treats every project as a black box.
How Zivvy helps
Zivvy PSA turns every project into a live P&L — hours land against the WBS the same day, retainers draw down against booked scope, and revenue is recognized as-earned by policy.
What you get
- Timesheets tied to WBS, not just projects
- Retainer contracts with monthly draw-down
- T&M, fixed-fee, and milestone billing on one project
- Utilization by person, role, and practice
- Revenue recognition by percentage-of-completion or milestone
- Change-order workflow with approval gates
You'll use this for
Questions
Ready to try it?
Free plan. Two seats. No card.