Projectworks - Professional Services Automation Software
Projectworks is an easy-to-use automation software designed to help professional service businesses manage their projects, resources, and finances in one central platform. At Smartwyse, we provide expert integration, training, and support to ensure Projectworks is fully aligned with your business needs.
Why Choose Projectworks for Your Business?
Projectworks is the go-to solution for professional service businesses that need to manage projects, track resources, and keep finances in check. From project planning and budget management to real-time tracking and reporting, Projectworks gives you the tools you need to ensure every project is delivered on time and within budget.
Projectworks is best suited to the following types of businesses:
- Professional Service Firms
- Management Consultants
- Engineering Consulting Services
- Software Services
- Architecture Firms
- Creative Agencies
Key Features of Projectworks
Revenue Forecasting
Keep project finances under control with Projectworks. Forecasting revenue and profit margins allows you to better understand your project performance and future financial health, ensuring you don’t overspend and your projects remain profitable. Use financial and resourcing data to make accurate predictions that allow you to mitigate risk and maximize profit.
Benefits include:
- Informative interface so you can understand project performance
- Built-in revenue, profit margin, and WIP reports
- Identify and resolve risks ahead of time
- Send quotes within the platform to establish future revenue opportunity
Resource Management
Projectworks resource management features allow you to see at a glance who is available, at capacity, or over-allocated, taking the guesswork out of project staffing and ensuring successful project delivery.
Benefits include:
- Clear view of your resources
- Filter staff by role and experience
- Understand margin by team member
- Assign shadow resources
- Detailed utilisation forecasts and reports
- Maximize your billable hours
- Tailor-made for professional service firms
Time Tracking
Projectworks has easy-to-use timesheets for employees, with simple review and approval process for managers. This provides the capability to provide reliable, accurate and transparent invoicing to your clients.
Benefits include:
- Painless timesheet submissions
- Comments
- Chrome extension with start-stop timer
- Customisable time codes
- Reliable time entry for invoices
- Accurate project budget burn
Reporting & Insights
Projectworks provides built-in reports tailored to help professional service businesses grow. These helpful financial reports include margin reporting, revenue forecasting, costs, WIP, utilisation, and more, to help you make informed decisions.
Benefits include:
- Tailored reporting
- Clear view of how your projects are performing
- Ability to set targets for your team
- Projectworks API allows connections to popular data platforms for more custom solutions
Integration with Financial and Business Systems
Projectworks integrates seamlessly with other business-critical platforms, such as Xero for accounting and CRM systems, to ensure full visibility over project costs, revenue, and client relationships.
Popular Integrations:
- Xero for accounting
- Salesforce for CRM
- Hubspot for client management
- Zapier for custom integrations
Want to see Projectworks in Action?
Discover Projectworks’ case studies to see how the platform is powering amazing results for professional services businesses.
Who We Work With
Supporting Canterbury’s Industrial Businesses
We work small to medium-sized businesses in blue-collar industries that are the backbone of New Zealand’s economy like:
- Engineering
- Manufacturing & Fabrication
- Construction & Trades
- Transport & Logistics
- Automotive & Workshops
Why Choose Smartwyse?
- We understand the unique challenges of industrial industries.
- Our tailored software solutions save time, reduce costs, and simplify operations.
- We’re trusted by businesses just like yours to deliver measurable results.
How Smartwyse Supports Your Projectworks Journey
Smartwyse is your trusted partner for Projectworks integration, training, and support. We ensure that your Projectworks setup is customised to fit your business’s needs and processes.
Projectworks Integration and Setup
From initial setup to custom configurations, Smartwyse ensures that Projectworks is integrated seamlessly into your business.
Projectworks Training
We offer comprehensive training for your team, ensuring they are fully equipped to use Projectworks.
Projectworks Support
Smartwyse provides ongoing support for your Projectworks system, ensuring it continues to meet your business needs as you scale.
Ready to Take Control of Your Projects?
Let Smartwyse help you maximise efficiency with Projectworks. Whether you need integration, training, or ongoing support, we’re here to ensure your project management system works for you.