Track time, stay on budget & increase profitability

You don't necessarily have to start from scratch. The OneSuite team can help you migrate data from your existing platform, including client and project information. If you have years of historical timesheets, invoices, expenses, or custom fields, our team can review your existing data and confirm what can be transferred before you switch.

Not at all. You can start with the features you need most and keep using other tools where it makes sense. For example, you might use OneSuite for time tracking, invoicing, and client communication while continuing to use your preferred accounting software. You can gradually bring more of your workflow into OneSuite as your business grows.

Yes. You can customize your workspace by enabling the modules you need and hiding the ones you don't. If you only need invoicing and client management, you don't have to deal with project management, contracts, or other modules. This helps keep the interface focused and easier for your team to use.

Yes. OneSuite supports both timer-based tracking and manual timesheet entries. Team members can record time against their projects and work types, whether they prefer tracking as they work or entering hours later. Managers can review submitted timesheets before using the billable hours for invoicing.

OneSuite supports different billing structures, including rates based on team members, work types, or projects. For example, you might charge one rate for design work and another for development, or set a specific project rate for a particular client. You can also record internal cost rates separately from the amounts you charge customers. If you need one default rate to apply automatically across every project for a client, confirm that exact setup with the OneSuite team.

Yes. OneSuite supports hourly and fixed-fee project workflows. You can track billable hours for clients who pay by time while managing other projects with an agreed fee. You can also record time on fixed-fee projects to understand your team's effort even when you aren't billing hourly.

Your team can log time against client projects and submit their timesheets for review. Once the billable hours are approved, they can be used to create client invoices. If your billing process requires a specific date range, individual time-entry descriptions, or supporting expense reports, test that exact invoice format with sample data before switching.

OneSuite supports recurring invoices for services such as monthly retainers, maintenance, and ongoing support. This reduces the need to recreate the same invoice each month. If you also need customers' cards to be charged automatically, confirm the subscription payment capabilities of your chosen gateway.

Yes. You can distinguish billable and non-billable time. This is useful when your team spends time on internal meetings, research, revisions, or other work that shouldn't be charged to a client. Recording that time can still help you understand workloads and project costs.

Yes. OneSuite's client portal lets you share project information directly with clients. Instead of emailing you for updates, clients can log in and review the projects and tasks you've made available to them. You control what they see, so they can stay informed without accessing your internal workspace.

OneSuite's client portal brings several common client actions together. Depending on the access you provide, clients can upload or download files, review invoices, pay online, sign contracts, and collaborate on assigned tasks. They can also book meetings through a connected scheduling link.

Clients do not automatically receive access to your full workspace. You can configure their portal permissions, choose which sections to show, and control whether they can only view information or collaborate on tasks. Before inviting a client, review their access settings to make sure the portal shows only the information you intend to share.

Yes. OneSuite supports company clients with multiple associated contacts. You can keep their information connected to the same company while inviting the appropriate people to collaborate through the client portal. This works well when several stakeholders need to review progress, provide documents, or complete assigned work.

No. Client portal users don't need paid internal team seats. You can invite clients without treating them as employees. Team members and contractors who work inside your business are handled differently and may require paid seats depending on their roles.

Yes. OneSuite organizes files around individual client records and projects, so your team can find the documents associated with each client. Clients can also access and share files through their portal. If your workflow depends on syncing existing cloud-storage folders, confirm that your specific provider and connection method are supported.

No. You can use reusable project and task templates instead of rebuilding the same workflow for every client. For example, you might create a standard set of planning, setup, delivery, and review tasks once, then adapt the details for each new engagement.

Not necessarily. You can keep an ongoing project for a client and organize recurring work through tasks. Or you can create separate projects for each month or billing cycle if that makes invoicing and reporting easier. Choose the structure that matches the way your business operates.

Yes. OneSuite provides team roles and access controls. You can assign work to employees and contractors while managing their level of access, so collaborators don't automatically receive administrative or financial permissions.

OneSuite offers a QuickBooks Online integration to connect invoicing with your accounting workflow. You can create invoices in OneSuite and synchronize them with QuickBooks. If your accounting process relies on particular line-item descriptions, taxes, or payment statuses, verify the field mapping with a test invoice before moving your billing process.

OneSuite offers connected email functionality for supported providers, including Gmail and Microsoft email services. This can help keep conversations alongside the relevant client records. Support for other providers, such as Zoho Mail or independently hosted mailboxes, should be confirmed for your specific setup.

Yes. OneSuite offers an optional white-label experience that lets you present the client portal with your branding and custom domain. Sending system notifications or other messages from your own email domain may require separate configuration.

You don't have to figure out every feature on your own. OneSuite offers onboarding assistance and product demonstrations to help you set up the workspace around your business process. You can begin with a client, a project, and the features you need immediately, then expand your setup as you become comfortable.

The best way is to test the workflow you need in your own trial workspace. Try creating a client, tracking time, generating an invoice, or inviting someone into a client portal. If a feature shown in a demonstration isn't visible, ask the OneSuite team whether it is available, requires configuration, or is still being developed.