DAY ONE for Professional Services

One Professional Services Operating View From Prospect to Payment Services firms lose margin and cash to disconnected tools. Scoping in spreadsheets. Time in one app. Invoicing in another. WIP is a guess. Month-end is an investigation. DAY ONE consolidates the entire operating chain into one governed spine on Salesforce — one source of truth, one customer record. What DAY ONE Does - Scoping & Quoting — governed templates, rate cards, margin checks, approval workflows - Delivery & Time — engagement plans, milestones, time capture, change control - Resourcing — capacity planning, utilisation tracking, demand visibility - Invoicing & WIP — billing rules, invoice traceability back to source, WIP governance, GL mapping - AI & Analytics — operating dashboards, early warnings, AI drafting with auditable source links Why DAY ONE - Every invoice line traces to time, costs, approvals, and contract rules - Governed workflows with real process gates - AI grounded in structured data - Security built in, not upsold Works with your existing Salesforce org. Also available as a bundled edition. Stop stitching the truth together.