SOFTWARE
Projectworks
Projectworks is a project management and resource planning software tailored for professional services organisations. It provides tools for tracking project progress, managing resources, and monitoring budgets and includes features like time and expense tracking, reporting, and collaboration tools.
Setting you up for success
As a certified Projectworks partner, we can share our experience and expertise to make sure your software gets set up correctly.
We assist in implementing your existing processes into Projectworks.
Analyse your existing processes to identify and implement potential improvements to increase efficiency and performance.
We provide comprehensive training and upskilling for your team, ensuring they are fully equipped to utilise the system efficiently and confidently, maximizing its potential.
We specialise in creating custom reports tailored to your specific business needs.
Key features & benefits
RESOURCING
Plan successful projects with the ability to see who is available, at capacity or over-allocated at a glance.
EXPENSES
Smart controls for how expenses impact your project budget, and painless expense submission for employees.
REVENUE FORECASTING
Get ahead with the only professional services software that allows you to see your future financials tracked against your project budget.
INVOICING
Pre-populated invoices sync seamlessly with your accounting software, saving you time and helping you get paid faster.
REPORTING & INSIGHTS
Built-in reports tailored to help professional service businesses grow.
TIME TRACKING
Easy-to-use timesheets for employees that actually get filled out, with a simple review and approval process.
LEAVE
Stick to your timelines with leave management that’s connected to your resource plan.
Testimonials
What our clients are saying about us.
"We had a very positive experience working with Equation. They were quick to address queries, and follow up was timely and accurate. Having someone who knows the software answer questions and take care of the details makes life a lot easier.
Ariki
"Equation started working with us in 2016 when we first implemented WFM by Xero to replace an existing time management system. The Equation team is professional, knowledgeable and approachable about the services they provide. We have always trusted their advice and it has led to our company being very happy with the systems we have implemented."
Davis Ogilvie
"Equation was recommended to us by our accountant and we have subsequently developed a long-term business relationship with Nicole and the team. They were instrumental in supporting us through the transitional period and coordinated a smooth setup of both Xero and Xero payroll.
Lumen
"One of Nicole's key traits is to take away a problem and come back with solutions on how to get the best out of our reporting. She also embeds the knowledge in our business by assisting us with our processes and procedures."
Crighton Andersons
"We started this process some time ago and were having difficulties making it work, in fact we had given up and reverted to our old system! Equation were recommended by a builder we work with who was making the same change with ease. It has definitely been the best move we made."
Swinard Wooden Floors
"We searched for a long time to find someone knowlegeable in Unleashed - Xero integrations. Nicole has been fast, efficient, great to work with, and has been able to make all the changes we needed."
Velocity Vehicle Care