Back to all features

Projects & PSA

Deliver work profitably

Rich projects with tasks, subtasks, dependencies and a Gantt-lite timeline, plus budgets, rate cards and admin-only profitability — so you can plan work, track effort and see margin without leaving the platform.

Included

Why it matters

  • Plan work with tasks, subtasks, dependencies and a visual timeline

  • Control budgets with rate cards, service lines and overrun alerts

  • See revenue, cost and margin per project and per client

What's included

Rich tasks & timeline

Priorities, estimates, subtasks, dependencies and a CSS/SVG Gantt with board and list views.

Budgets & rate cards

Fixed, time & materials and non-billable budgets with per-person, role or client rate cards.

Profitability (admin-only)

Live revenue, cost and margin, serialized only for admins — never exposed to clients or exports.

Workload & capacity

See technician workload across upcoming weeks and rebalance with a click.

Ready to see it in action?

Talk to our team and we'll tailor Xcellerate OPS to how your business works.

Get started for free