Hi everyone,
I’m curious how others are handling long-term projects in EspoCRM, especially project stages, billable hours and invoicing.
Our flow is roughly this:
We win an Opportunity and mark it as Won. At that point we have a signed contract with a fixed total value and a defined project deadline.
Then the actual delivery starts and we manage it through Projects. The project is split into stages/milestones, and after completing each stage we invoice the agreed amount.
What I’m trying to figure out is the cleanest way to structure this in EspoCRM.
How do you link Opportunity → Project → milestones/stages → Invoices?
How do you track the total contract value, amount already invoiced and amount still remaining?
Also, how do you handle billable hours? We want to track the actual hours spent on the project, even when the customer is invoiced a fixed amount per milestone rather than hours × rate. The main goal is to see whether we are staying within the internal project budget.
Ideally, I’d like to open a Project and quickly see something like:
Contract value: €50,000
Invoiced: €20,000
Remaining to invoice: €30,000
Planned hours: 800h
Actual hours: 460h
Project progress: 50%
Would be great to hear how others have implemented something similar. Are you using custom entities/fields, Project Tasks, Invoices, workflows/BPM, or something else?
If you’ve implemented something like this for your own company or for clients working on a project-based model, I’d really appreciate any examples of how you structured it. Screenshots, entity relationships, workflows, or just a quick explanation of the setup would be very helpful.
Thanks!
I’m curious how others are handling long-term projects in EspoCRM, especially project stages, billable hours and invoicing.
Our flow is roughly this:
We win an Opportunity and mark it as Won. At that point we have a signed contract with a fixed total value and a defined project deadline.
Then the actual delivery starts and we manage it through Projects. The project is split into stages/milestones, and after completing each stage we invoice the agreed amount.
What I’m trying to figure out is the cleanest way to structure this in EspoCRM.
How do you link Opportunity → Project → milestones/stages → Invoices?
How do you track the total contract value, amount already invoiced and amount still remaining?
Also, how do you handle billable hours? We want to track the actual hours spent on the project, even when the customer is invoiced a fixed amount per milestone rather than hours × rate. The main goal is to see whether we are staying within the internal project budget.
Ideally, I’d like to open a Project and quickly see something like:
Contract value: €50,000
Invoiced: €20,000
Remaining to invoice: €30,000
Planned hours: 800h
Actual hours: 460h
Project progress: 50%
Would be great to hear how others have implemented something similar. Are you using custom entities/fields, Project Tasks, Invoices, workflows/BPM, or something else?
If you’ve implemented something like this for your own company or for clients working on a project-based model, I’d really appreciate any examples of how you structured it. Screenshots, entity relationships, workflows, or just a quick explanation of the setup would be very helpful.
Thanks!
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