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.
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