How It Works

One Platform. One Journey. Complete Control.

Every project follows the same path: you win the work, you deliver the work, you bill for the work. ScopeSure connects that entire journey — so nothing falls through the cracks.

Click a card to jump to its details below.

PRE-SALES DELIVERY BILLING
CLIENT PORTAL REPORTING
Stage 1: Pre-Sales

Win the Work Right

A project isn't won or lost only at delivery. It starts with how you scope, estimate, and price.

  • Scope Definition: Turn conversations into structured scope — what's in, what's out, what triggers additional cost.
  • Estimation: Build estimates connected to scope. Templates and past projects keep math honest.
  • Pricing: Bill rates, team costs, overheads, margin targets, configured once, applied consistently. Run discount and margin scenarios. Flags for exception approval.
Flow
Scope
Estimation
Pricing
Proposal
What this solves
No Hidden Risks
Scope risks and assumptions captured upfront.
No Manual Math
Standard calculations applied automatically.
No Margin Surprises
Guardrails and approvals protect profitability.
Flow
Handoff
Resources
Tasks
Time
Changes
Sign-offs
Closure
What this solves
No More Handoff Gaps
Scope, estimates, and assumptions flow directly to delivery.
No More Free Work
Changes formalized, priced, and approved before work begins.
No More Month-End Surprises
Project health visible now — while you can still act.
No More Utilization Guesswork
See who's overloaded, who has capacity, and where hours are going.
Stage 2: Delivery

Deliver With Eyes Open

The signed proposal flows directly into project execution. Here's how ScopeSure keeps everything connected.

  • Sales to Delivery Handoff: One click converts signed scope into an active project. Deliverables, estimates, assumptions, and budget carry forward — no context lost.
  • Resource Allocation: Assign team. See who's working on what across all projects. Spot overload, and track toward 75–80% utilization.
  • Task Management: ScopeSure breaks deliverables into tasks with assigned owners and deadlines. Every task links back to scope.
  • Time Tracking: Team accepts ScopeSure auto suggestions or logs hours against tasks. Time classified as billable or non-billable.
  • Change Requests: Log changes with calculated impact on scope, timeline, and cost. Route for client approval. Approved changes update billing automatically.
  • Status & Sign-offs: Deliverables route to clients for formal approval with timestamp. Approved sign-offs can trigger billing milestones automatically.
Stage 3: Billing

Bill What You Earn

Work tracked. Changes approved. Deliverables signed. Now it reaches an invoice — automatically.

  • Invoice Schedules: Billing triggers tied to contract type, i.e. milestones, time periods, or sign-offs.
  • Invoice Generation: System tracks and initiates. Pulls tracked time, changes, and milestones. No manual assembly of invoices.
  • Cash Flow: Quoted vs. actual vs. billed — live. Margin health and cash flow visible all the time.
Flow
Contract Types
Schedules
Triggers
Milestones
Invoices
cash Flow
What this solves
Revenue Leakage
Every billable hour reaches an invoice.
Manual Errors
Invoices generated from source data.
Invisible Margins
Profitability visible in real time.
Always Running

Client Portal

Transparency that builds trust. Your clients shouldn’t have to email you for updates.

  • Project Status: Progress, milestones, timeline — visible anytime.
  • Pending Sign-offs: Deliverables awaiting approval, in one place.
  • Change Requests: Submit and track changes with clear pricing.
  • Billing Status: Invoices, payments, what’s due.

Impact: Fewer status emails. Faster approvals. Documented change requests. Billing transparency.

Client view Live
Status: Website Redesign On Track
Pending sign-off 2 items
Change requests 1 awaiting approval
Billing status Invoice #1042 sent
Always Running

Reporting

Dashboards that update as work happens.

  • Resource Utilization: Billable vs. non-billable; spot issues before month-end.
  • Project Financials: Budget vs. actual, margin status, revenue forecast.
  • Delivery Status: On-track, at-risk, delayed — early warning before projects go red.

Impact: Decisions based on data. Utilization you can manage. Margins you can see. Problems you catch early.

Reporting snapshot Live
Utilization 82%
Margin health Green
Projects at risk 2
Revenue forecast +18%
Best for IT services firms with 10-50 people

Run Projects Clearly. Bill Fairly. Build Lasting Client Trust.

See what changes when scope, billing, and clients are finally aligned.

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