Frequently Asked Questions

OneSuite is an all-in-one platform for agencies, consultants, freelancers, and service businesses to manage the complete client journey. It connects CRM, projects, time tracking, expenses, documents, client collaboration, invoicing, payments, and reporting in one workspace.

OneSuite is built for client-based businesses that need to manage leads, clients, projects, teams, billable work, and finances. It works especially well for agencies, consultants, professional service firms, freelancers, and growing teams.

OneSuite reduces the need to manage client work across disconnected tools. It keeps sales, project delivery, time and expenses, documents, client communication, billing, and reporting connected so your team has one source of truth.

Yes. OneSuite combines capabilities commonly handled by separate CRM, project management, time tracking, document, client portal, invoicing, and reporting tools into one connected platform.

OneSuite connects each stage of client work, from capturing a lead and creating estimates and contracts to managing projects, tracking time and expenses, invoicing, collecting payments, and measuring profitability.

Yes. You can manage projects and tasks while connecting them with timesheets, expenses, budgets, billable rates, invoices, and reports. This gives you clearer visibility into project costs, revenue, and profitability.

Yes. Your team can manage projects, tasks, time, expenses, approvals, documents, and billing, while clients can use the client portal to stay connected with their work, files, documents, invoices, and updates.

Yes. OneSuite connects project budgets with tracked time, expenses, costs, billing, and revenue, helping you understand how projects are performing and identify profitability risks earlier.

Yes. OneSuite brings team activity, project delivery, capacity, approvals, client management, and financial workflows together, making it easier to keep operations organized as your client base and team grow.

OneSuite uses a simple $9 per user, per month pricing model, giving teams access to its connected client and project management platform without having to choose between multiple feature tiers.

OneSuite accepts the following payment methods:

• Major credit cards: Visa, MasterCard, American Express.
• Major debit cards: Debit cards issued on the major card networks.

All payments are securely processed through Stripe. For more information, visit the OneSuite pricing page or contact support at [email protected].

OneSuite Time Tracking helps teams capture every hour spent on client work, connect time entries to projects and tasks, and understand how time impacts project costs, budgets, and profitability.

OneSuite Timesheets give teams a simple way to record, review, and organize working hours. Team members can add time entries, track progress, and keep accurate records for project management and billing.

Yes. OneSuite allows you to separate billable and non-billable time, helping you understand where your team's effort goes and which activities contribute directly to revenue.

Yes. Team members can use the built-in timer to track work in real time and connect hours directly to the right project, task, or client.

Yes. Users can manually enter hours through timesheets and organize time by project, task, client, and work activity.

Yes. OneSuite provides flexible timesheet views that make it easy to review daily and weekly hours, manage entries, and keep work records organized.

Yes. Time entries can be linked directly to projects and tasks, giving managers visibility into project progress, workload, costs, and team performance.

Yes. Team members can submit timesheets for review, allowing managers to approve hours before they are used for billing and reporting.

OneSuite connects tracked hours with project budgets, billable rates, expenses, and invoices, helping businesses identify cost issues early and protect project margins.

Yes. Approved billable hours can be connected with invoicing workflows, making it easier to create accurate client invoices and reduce manual billing work.

Yes. OneSuite gives managers visibility into tracked hours, workload, and project activity so they can better understand team performance and allocate resources effectively.

Yes. Teams can track time across multiple projects, clients, and tasks while keeping each entry organized and connected to the correct work.

OneSuite Expense Tracking helps businesses record, organize, and manage project expenses in one place. Track costs, connect expenses to projects, attach receipts, and maintain accurate financial records for every client engagement.

You can create an expense by adding the date, amount, project, category, notes, and receipt details. OneSuite keeps each expense organized and connected to the right client work.

Yes. OneSuite allows you to link expenses directly to projects, giving you a clear view of project costs and helping you understand the true profitability of each engagement.

Yes. You can upload receipt images or PDF files with expense records, making it easier to keep documentation organized and ready for review.

Yes. OneSuite allows you to mark expenses as billable so project-related costs can be included in client billing workflows.

Yes. Team members can request reimbursement for expenses paid with personal funds, helping businesses manage and track repayment workflows.

Yes. Expenses can be organized using categories, making it easier to understand spending patterns and analyze project costs.

By connecting expenses with projects, budgets, time tracking, and invoices, OneSuite gives businesses better visibility into spending and helps prevent unexpected cost overruns.

Yes. Billable expenses can be connected with invoicing workflows, helping businesses charge clients accurately for project-related costs.

OneSuite combines expense data with project budgets, revenue, and billing information so teams can understand margins and make better financial decisions.

OneSuite Approvals helps teams review and validate timesheets, expenses, and project-related submissions before they impact billing, budgets, and reports. It creates a clear review process to keep project data accurate.

Team members submit their tracked hours for review, and managers can check the time entries, projects, and billable details before approving them for invoicing and reporting.

Yes. Managers can review submitted timesheets, approve accurate entries, or request changes when updates are needed before the hours are finalized.

Yes. OneSuite allows teams to review expense submissions before they are included in project financials or client billing, helping maintain better cost control.

By reviewing timesheets and expenses before invoicing, businesses can ensure clients are billed only for accurate, approved work and valid project costs.

Yes. Approval workflows help control billable hours, expenses, and project costs before they affect revenue, giving businesses better visibility into margins and profitability.

Businesses can assign approval responsibilities to managers or team members who need to review timesheets, expenses, and other project-related submissions.

Approval workflows reduce manual checks, improve accountability, keep financial records accurate, and help teams move from completed work to accurate billing faster.

The OneSuite Client Portal gives clients a secure, branded workspace where they can access project updates, files, documents, invoices, payments, and communicate with your team from one place.

You can invite clients directly from OneSuite by adding them to a project or client record. Once invited, they can securely access the information and updates you choose to share.

Clients can view project progress, access shared files and documents, review contracts, communicate with your team, and manage invoices and payments through their dedicated portal.

Yes. OneSuite allows businesses to create a professional client experience by customizing the portal with their branding, helping clients recognize your business at every interaction.

The Client Portal keeps communication, project updates, documents, and billing information in one place. Clients no longer need to search through emails or multiple tools to stay updated.

Yes. Clients can stay informed through project updates, shared files, task progress, and important milestones without needing constant email updates.

Yes. Clients can access shared proposals, contracts, and project documents, making it easier to review information and keep approvals moving.

Yes. Clients can view invoices, check payment details, and complete payments through the connected billing workflow.

Yes. OneSuite keeps client information organized and protected with controlled access, allowing you to manage what clients can view and access.

Yes. You can manage multiple clients, projects, documents, and conversations while giving each client a dedicated workspace.

OneSuite Task Management helps teams organize work, assign responsibilities, track progress, and keep client projects moving forward. Teams can manage tasks from planning to completion while keeping everyone aligned.

OneSuite gives teams a clear view of assigned work, upcoming tasks, overdue items, and completed activities. Team members can easily understand priorities and focus on the work that needs attention.

Yes. OneSuite allows managers to assign tasks to team members, track ownership, and understand who is responsible for each part of a project.

Team Overview provides visibility into what each team member is working on, upcoming responsibilities, overdue tasks, and completed work, helping managers balance workloads more effectively.

Yes. OneSuite lets teams organize tasks by different stages, including upcoming, overdue, and completed work, making it easier to monitor project progress.

Yes. Teams can manage tasks across different client projects while keeping assignments, deadlines, and progress information organized in one workspace.

OneSuite reduces confusion by connecting tasks, projects, team members, and deadlines in one place. Teams get better visibility into priorities and can complete client work more efficiently.

OneSuite Project Management helps teams plan, organize, and deliver client projects from one place. Manage tasks, deadlines, team assignments, progress, budgets, and client collaboration without switching between multiple tools.

OneSuite gives teams a centralized workspace to create projects, organize tasks, assign responsibilities, track progress, and keep all project information connected.

Yes. OneSuite allows businesses to manage multiple client projects while keeping tasks, team activity, documents, time tracking, expenses, and billing organized for each project.

Yes. Managers can assign tasks to team members, set priorities, track completion, and make sure everyone knows what work needs to be completed.

OneSuite provides visibility into project status, task completion, team activity, and important milestones so managers can identify delays and keep projects moving.

Yes. OneSuite connects tracked hours, expenses, budgets, and invoices with projects, helping teams understand project costs and profitability in real time.

Yes. Teams can monitor project budgets, costs, revenue, and margins to understand whether projects are staying profitable.

Yes. Through the Client Portal, clients can access shared project updates, files, documents, and important information while staying connected with your team.

OneSuite keeps projects, tasks, communication, documents, and client information connected in one workspace, helping teams collaborate faster and reduce scattered information.

Yes. OneSuite combines project management with CRM, client portals, documents, time tracking, expenses, invoicing, and reporting, allowing businesses to manage the full client workflow in one platform.

OneSuite CRM helps businesses manage leads, contacts, opportunities, and client relationships in one connected workspace. It gives teams a complete view of every interaction from the first inquiry to a completed project.

OneSuite helps you capture new leads, organize contact information, track opportunities, and manage your sales pipeline so you can follow every potential client without losing important details.

Yes. OneSuite allows you to organize leads and opportunities through different pipeline stages, helping you understand where each prospect is in the sales process.

OneSuite connects CRM with estimates, proposals, contracts, and project management, making it easier to move from winning an opportunity to starting client work.

Yes. You can store and organize client details, contact information, project history, documents, and communication in one centralized location.

Yes. OneSuite allows teams to manage multiple prospects and clients while keeping conversations, opportunities, projects, and billing information connected.

Yes. By keeping client information, communication, documents, and project history together, OneSuite helps teams deliver more personalized and organized client experiences.

Yes. Once a lead becomes a client, you can move smoothly from sales activities into project delivery while keeping client information connected.

Yes. Agencies and service businesses can use OneSuite to manage inquiries, qualify opportunities, create estimates, close deals, and deliver client projects from one platform.

OneSuite helps teams work smarter by keeping client data organized, reducing manual processes, and connecting business information so teams can make better decisions faster.

OneSuite Invoicing helps businesses create, send, and manage professional invoices while keeping billing connected with projects, clients, tracked time, and expenses.

You can create invoices by adding client details, project information, services, items, rates, and payment details. OneSuite helps you generate accurate invoices and send them to clients quickly.

Yes. OneSuite connects billable hours and approved expenses with invoicing, helping businesses create accurate invoices without manually calculating project costs.

Yes. OneSuite allows you to create professional invoices that include your business details, client information, services, pricing, and payment information.

Yes. OneSuite helps you monitor invoices through their billing lifecycle, making it easier to see what has been sent, paid, or still requires attention.

Yes. OneSuite supports recurring billing workflows, helping businesses manage repeat services and ongoing client agreements more efficiently.

Yes. OneSuite connects invoicing with payment workflows, making it easier for clients to review invoices and complete payments.

By connecting project work, billable time, expenses, and invoices in one place, OneSuite reduces manual billing steps and helps businesses send accurate invoices sooner.

Yes. OneSuite allows businesses to manage invoices across multiple clients and projects while keeping billing information organized and connected.

OneSuite connects invoices with projects, time tracking, expenses, and reports so businesses can understand revenue, costs, and overall project profitability.

Yes. OneSuite streamlines billing by connecting completed work, tracked hours, expenses, and client information, reducing the need for manual invoice creation.

OneSuite Estimates helps businesses create, customize, and send professional estimates to potential clients. It makes it easier to define project scope, communicate pricing, and move from opportunities to paid projects.

You can create estimates by adding client details, services, project information, pricing, and terms. OneSuite helps you prepare clear and professional estimates ready to share with clients.

Yes. OneSuite allows you to customize estimates based on each client's requirements, including services, pricing details, and project information.

Yes. Once a client approves an estimate, OneSuite helps you move smoothly into project creation so your team can start delivering work without recreating information.

Yes. You can add services, items, rates, and project details to clearly communicate the scope and expected costs before starting client work.

Yes. OneSuite allows you to share estimates with clients, helping them review project details and make faster decisions.

OneSuite helps businesses create professional, organized estimates that clearly explain project value, pricing, and scope, creating a better experience for potential clients.

Yes. OneSuite keeps estimates connected with client records and sales workflows, making it easier to follow opportunities and manage the transition from prospect to client.

OneSuite connects estimates with client information, opportunities, contracts, and projects, creating a smooth workflow from the first sales conversation to project delivery.

Yes. By defining project scope, services, and pricing before work begins, OneSuite Estimates helps teams create more accurate invoices and reduce billing confusion later.

OneSuite Team Management helps businesses organize team members, manage assignments, track capacity, and understand how resources are being used across client projects.

You can add team members, assign roles, organize team information, and keep everyone connected to the projects and work they are responsible for.

Yes. You can invite team members to your workspace and give them access to collaborate on projects, tasks, timesheets, expenses, and other workflows based on their role.

OneSuite gives managers visibility into team capacity, assigned work, tracked hours, and utilization so they can understand availability and plan resources more effectively.

Yes. OneSuite provides team visibility where managers can review assignments, workload, tracked hours, and project involvement across team members.

Yes. OneSuite allows businesses to manage team member rates, including billable and cost rates, helping calculate project costs and profitability more accurately.

By showing team capacity, workload, assignments, and utilization, OneSuite helps businesses assign the right people to the right projects and avoid resource conflicts.

Yes. OneSuite allows teams to work across multiple client projects while keeping assignments, time, rates, and responsibilities organized.

OneSuite connects team activity, billable hours, cost rates, projects, and financial data to help businesses understand how team resources impact revenue and margins.

Yes. OneSuite provides visibility into hours, utilization, assignments, and project activity, helping managers make better decisions about workload and performance.

OneSuite Reports helps businesses turn project, time, expense, and billing data into actionable insights. It gives teams visibility into revenue, costs, profitability, performance, and business activity from one place.

OneSuite provides reports for time tracking, profitability, activity, contractors, invoicing, and project performance, helping businesses understand how work impacts their operations and revenue.

OneSuite connects revenue, tracked time, costs, and expenses to show real project profitability. You can see which projects are performing well and identify projects that may impact your margins.

Yes. OneSuite provides visibility into revenue, project costs, and profit margins so businesses can understand financial performance and make better decisions.

Yes. OneSuite allows you to analyze performance by clients, projects, teams, and work types to understand where your business is generating value.

OneSuite connects tracked hours with projects and financial data, helping you understand where your team's time is spent and how it impacts project performance.

Yes. OneSuite Invoicing Reports help you review invoice status, payments received, outstanding balances, and billing activity.

Yes. OneSuite allows you to filter report data based on different criteria, helping you focus on specific projects, clients, teams, or time periods.

Yes. OneSuite allows you to save frequently used reports so you can quickly access important business insights whenever needed.

Yes. Reports can be exported, allowing teams to share data, analyze performance, and use insights for business planning.

By connecting project activity, time, expenses, invoices, and profitability data, OneSuite gives businesses the visibility needed to make smarter decisions and improve operations.