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Example · Service contracts

A yearly contract, followed month by month

A company of 30 people working on service contracts, such as office cleaning. We follow one contract for three months, from instalments to shifts, down to what is left each month.

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How it is today

The fee is the same every month, the costs are not

With one or two contracts you can keep it all in your head. With twenty contracts and thirty people across different sites, you know what you invoice and not what is left of each contract.

Shifts in messages

The week starts from a sheet and goes through the chats. When something changes, someone does not read it.

Holidays by word of mouth

Whoever was there when they were requested knows. That someone is missing comes out on the day.

Supplies in the accounts

The invoice for supplies goes to the accountant and nobody puts it back on the contract it was for.

Does that contract pay?

The sums are done at the end of the year, when renewing at the same price is already decided.

The outline

Six steps, from signature to monthly margin

1
The contract

You open a project with the year's value. One click splits it into 12 instalments, with amounts and due dates ready.

Who: the officeProjects module
2
The shifts

The week is prepared in a grid, or copied from the one before. On publication each person gets theirs by email.

Who: the officeShifts module
3
The hours

Everyone sees their shifts on the phone and logs hours on the contract.

Who: the people workingShifts module Projects module
4
Holidays and time off

The request starts from the phone. Whoever answers sees the shifts on those days straight away, and those left uncovered are marked to cover.

Who: the people working and the officeShifts module
5
Supplies and reports

The supplies invoice is allocated to the contract. If the customer reports a problem they open a ticket, and the hours of whoever steps in stay on the contract.

Who: the office and the customerProjects module Ticket module
6
The month

Each instalment says if it is to invoice. Month by month shows hours, costs, invoiced amount and margin, also in a chart.

Who: the ownerProjects module
The story

Three months of a contract

December
The signature

Office cleaning for a year, €18,000. Anna opens the project and splits it into 12 instalments of €1,500.

January
The first week

Anna prepares Elena's and Luca's shifts and publishes. From the next week she just copies.

Every day
From the phone

Elena sees where she has to go and logs her hours. In January there are 60, as planned.

End of January
The instalment

The instalment becomes to invoice. Anna records the invoice from the instalment row, in one step.

Early March
A request

Elena requests a week of holiday from the phone. Anna approves and two shifts are marked to cover.

The same day
The replacement

Anna moves them to Luca. Luca gets an email with the change, and nobody is left uncovered.

Mid March
The report

The customer opens a ticket for extra work on the windows. The hours go on the contract, 78 in March.

End of March
The sums

March closes at -€144, but the running margin is €486. Paolo, the owner, knows it now and calls the customer about the windows.

The numbers

The contract after three months

COM-2026/0042 · Office cleaning, yearly contract

January: 60 hours, supplies €210margin €210
February: 60 hoursmargin €420
March: 78 hours, supplies €240margin -€144
Three instalments invoiced€4,500
Cost of hours: 198 hours, at €18 an hour€3,564
Supplies, supplier invoices€450
Costs€4,014
Running margin€486

The hourly cost is set by the company and only admins and back office see it. Elena and Luca see their shifts and their hours, not the numbers. The invoice is issued by your accounting software or your accountant. Here it is recorded, to know what is left to invoice and to collect.

Names and figures are made up.

More examples

Other ways of working, on the same base

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