Every client, engagement, billable hour, and invoice — connected from quote to paid.
Clients, quotations, engagements, appointments, logged time, expenses, and the invoices behind them — coordinated in one practice view, not scattered across spreadsheets.
From first enquiry to payment, the thread stays intact.
An enquiry becomes a quote, an accepted quote becomes an engagement, delivered work and logged hours roll into an invoice, and payment closes the loop — each stage carrying forward what the last one captured.
A client and need are captured.
Pricing is prepared and sent.
Accepted work begins, with an owner.
Services are delivered and recorded.
Hours and expenses bill clearly.
Payment is tracked and reconciled.
Lifecycle shown uses fictional demonstration data.
Know where every piece of client work stands.
Each active engagement shows its client, status, who owns it, and when it is due — so the practice runs from a board, not from memory and inboxes.
- Engagements grouped by status
- An owner on every piece of work
- Due dates kept in view
- Tied back to the client and quote
Client meetings and sessions, on one calendar.
Book consultations, reviews, and working sessions against the right client and engagement, see who is assigned, and keep the day organised so nothing double-books.
| Time | Client | Type | With | Status |
|---|---|---|---|---|
| 09:30 | Atoll Co. | Kickoff | Aishath R. | Confirmed |
| 11:00 | Reef Holdings | Review | Hassan I. | Confirmed |
| 14:00 | Lagoon Ltd | Consultation | Mohamed K. | Tentative |
| 16:00 | Coral Group | Check-in | Fathimath S. | Open |
Every appointment is tied to a client, an engagement, and the team member handling it.
Schedule shown uses fictional demonstration data.
Logged hours roll straight into the invoice.
Record time against each engagement, mark it billable or non-billable, and let billable hours flow into the invoice — so the work the team does and the work the client pays for stay aligned.
- Time logged against each engagement
- Billable and non-billable separated
- Billable hours roll into the invoice
- Rates carry through to billing
A quote becomes an invoice, without re-entry.
Prepare and send quotations, track which are accepted, and convert accepted work into invoices that carry the agreed pricing — with receivables and payments in one billing picture.
Accepted quotes carry their pricing straight into billing, and the revenue flows to connected accounting.
Quote and invoice figures use fictional demonstration data.
Everything about a client, kept in one place.
Contact details, service history, engagements, and relevant documents stay attached to the client record — so anyone picking up the relationship can see what has happened and what is in flight.
Contacts and details together
Past and current engagements
Agreements and files attached
Invoices and payments per client
Retainers and recurring work that bill on schedule.
For ongoing engagements and retainers, recurring invoices are supported where relevant — so monthly and periodic billing keeps running while the team focuses on the work.
Set the cadence once and let recurring invoices keep periodic billing on schedule.
Retainer figures are illustrative.
Yes. Client records, quotations, services, expenses, invoices, and payments are kept in one connected view.
Recurring invoices are supported where relevant, alongside invoice and payment tracking.
Qvian includes connected accounting — chart of accounts, journal entries, reconciliation, receivables, payables, and multi-currency activity.
Qvi helps capture receipt and invoice information with less manual entry, keeping costs connected to the work.
Yes. Staff records, attendance, leave, and payroll sit alongside client work, with a focused Staff App.
See Qvian built for Professional Services.
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