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We are looking to create a full case management system that includes, timesheets, billing and invoicing. In brief
- Customers are billed based on actions carried out by a Support engineer on each case.
- Each support engineer has a different labour rate.
- A contract needs to be generated for each customer which holds amount etc.
- Engineer actions/ labour on the case need to be deducted from the contract
- Remaining amount on the contract is carried over to the next month.
- Customer is then invoiced.
The main question is how to best approach this, being able to raise cases, engineers recording their time against the case, labour used deducted from contract, invoice generated monthly ?
Can i take advantage of Project Services, would that help ? How can i best approach this ?
Thanks,
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