IT services & MSPs
Tickets, projects, retainers, SLAs, and billable work in one customer timeline.
Built for service businesses that sell time, projects, and expertise
Recover lost billable time with one system for client work.
WorkOS connects CRM, projects, tasks, tickets, time tracking, utilization visibility, and invoicing so small and mid-sized service teams stop leaking hours between sales, delivery, and billing.
5–15%
revenue leakage to find
4+
handoffs consolidated
1
client-work timeline
Best fit: teams where time, utilization, and client handoffs directly affect revenue
Consulting firms
Turn pipeline, delivery, notes, and time logs into cleaner utilization and invoices.
Agencies
See project margin, overload, revisions, and client work before profitability leaks.
Service operators
Capture field notes, follow-ups, time, and job context from desktop or mobile.
The Problem
Your service business is probably leaking billable time.
CRM in one place. Project delivery in another. Tickets, notes, time sheets, and invoices scattered across the rest. Every handoff is a chance to lose context, utilization visibility, or revenue.
The result is not just inconvenience — it is operational leakage. Work gets done but not logged. Logged time does not always make it to the invoice. Team capacity is guessed instead of measured. Leadership cannot tell which clients, projects, or handoffs are profitable.
WorkOS replaces that fragmented stack with one coordinated operating model for service teams: sales, customers, projects, tickets, tasks, time, utilization, billing, and AI connected by design.
Estimate your leakageThe Fragmented Stack
- Client history scattered across 4+ tools
- Sales closes a deal — delivery starts without full context
- Billable time requires manual reconciliation
- No single view of utilization or project margin
- Follow-ups and notes fall through the cracks
- Leadership guesses capacity instead of observing it
The Platform
What WorkOS actually does
01 — execute
Organizes work
Tasks, projects, tickets, and spaces — your execution engine. Every task can carry customer context, ownership, status, and time so delivery work becomes measurable.
02 — customers
Centralizes customers
WorkOS connects sales activity, projects, tickets, invoices, and notes into one customer timeline. The built-in SalesFront CRM adds a drag-and-drop pipeline, lead scoring, and weighted forecasting — no more switching between CRM, helpdesk, billing, and spreadsheets.
03 — revenue
Connects revenue to execution
Sales pipeline to project delivery to time tracking to invoicing. When work is completed, hours and activity types already have the context billing needs.
04 — visibility
Gives leadership visibility
Operational clarity: where time is being spent, who is overloaded, what is billable, what is non-billable, and where margin is leaking.
05 — intelligence PREMIUM
Embeds AI into the workflow
AI Studio is not a toy chatbot. It allows you to build structured AI inside your processes — auto-generate tasks, analyze tickets, surface risk, draft communications. Available on Premium.
06 — governance
Supports real teams
Team management, notifications, and admin controls. Structured permissions. Governed processes. Clear communication channels. Scale operations without scaling chaos.
Capture, don't type
Log billable time by just talking.
The hours nobody logs are the hours nobody bills. So WorkOS lets your team skip the timesheet: press record, say what you worked on, and AI turns it into structured time entries — matched to the right client, project, and activity type.
- No forms, no Friday-afternoon reconstruction from memory
- AI assigns client, project, and billable activity for you
- Included on every plan — free, starting with Starter
“Two hours on the Acme cloud migration this morning, then a 30-minute status call with Riverside.”
Acme · Cloud migration · billable
2:00
Riverside · Status call · billable
0:30
The Difference
A system, not another tool.
Most companies operate on a stack of tools — each solving one problem, none solving the coordination problem between them. Every new tool adds another login, another data silo, and another integration to maintain.
WorkOS is not another tool added to the stack. It replaces the stack with an operating system. Sales, delivery, customer management, billing, team coordination, and AI — all running inside one governed structure.
The result is operational coherence — where every function in your business is aware of every other function, in real time, without manual stitching.
WorkOS replaces
- Standalone CRM → unified client timeline
- Separate PM tool → integrated project, task, and ticket execution
- Disconnected time sheets → billing-ready activity records
- Siloed AI experiments → embedded operational intelligence
- Spreadsheet utilization reports → real-time operational visibility
- Tool-switching workflows → one coordinated environment
Integrations
Keep the tools that matter. WorkOS connects to them.
WorkOS is your system of record — and it plugs into the essentials you already run, so data flows instead of getting re-keyed. Available on Premium and Enterprise.
QuickBooks Online
Sync customers and send billable time straight to QuickBooks as invoices — no double entry between delivery and accounting.
Fireflies.ai
Meeting transcripts flow automatically into your notes, so decisions and action items live alongside the client and project they belong to.
More coming soon
Calendar, Slack, and Zapier are on the roadmap — plus outbound webhooks and a full REST API so you can wire WorkOS into anything today.
The Flow
From first touch to final invoice
Every step runs inside the same system. No handoff meetings. No data re-entry. No surprises.
1
Capture
Lead enters your pipeline. WorkOS tracks the relationship from first contact — activity, communications, notes, and context attached to one client record.
2
Execute
Deal closes. Project structures, task lists, owners, activity types, and timelines are ready so delivery has full context without a handoff meeting.
3
Deliver
Work progresses inside structured spaces. Time rolls up to the client and project while leadership sees utilization, blockers, and overdue work in real time.
4
Collect
Work completes. Time and project data are ready for billing review — accurate, timely, and tied to the work delivered.
Billable Time Leakage Calculator
How much revenue disappears before it reaches the invoice?
Enter a quick estimate. Even one missed billable hour per person per week compounds quickly for a service team.
$10,800
estimated monthly leakage from missed billable time and billing reconciliation drag.
- Connect client work, tasks, tickets, and time logs.
- See utilization and non-billable drag sooner.
- Turn completed work into cleaner billing data.
Why it converts for service teams
One path from client request to billable record.
WorkOS is built around the commercial workflow of a service business, not generic task management.
1
Client context
Sales, notes, tickets, projects, and invoices live on one timeline.
2
Execution
Tasks, spaces, status, blockers, and owners keep delivery organized.
3
Time capture
Activity types and time tracking make billable work visible as it happens.
4
Utilization
Dashboards show capacity, non-billable drag, and margin risk earlier.
Any Surface, One System
Six ways to interface with your business.
Browser, desktop, pocket, terminal, agent, or raw API — every surface reads and writes the same WorkOS graph. One identity. One audit log. Zero silos.
Web
Full WorkOS in any browser. Zero install. The default surface where most of your team lives.
- work.viviscape.io
- SSO & SAML
- Real-time collab
Desktop Beta
Native Windows app. Offline-aware editing, keyboard shortcuts, and OS-level notifications for power users.
- Windows · macOS · Linux
- Local cache & offline edit
- Global hotkeys
Mobile
iOS and Android apps for capture, approvals, and on-the-go updates. Your operations in your pocket.
- Push approvals
- Voice-to-task
- Camera capture
WorkOS Core
One graph
One audit trail
One audit trail
- 1 identity
- 1 permission model
- 1 source of truth
CLI
Scriptable operations from any shell. Pipe records, run migrations, schedule jobs from your build server.
-
workoscommand - JSON in & out
- CI-friendly auth
AI · MCP
Model Context Protocol server. Plug Claude, Cursor, or any MCP client straight into your WorkOS graph.
- Native MCP transport
- Scoped agent tokens
- Per-tool audit
API
REST and GraphQL endpoints. Webhooks for every state change. Build your own surface on the same primitives.
- REST + GraphQL
- Webhooks & SDKs
- 99.99% uptime
Get Started
Ready to recover billable time and see utilization clearly?
Start with a free workspace. Add clients, projects, tasks, and time tracking — then upgrade when WorkOS starts paying for itself.
Give $20, get $20 — refer a colleague and you both earn account credit when they upgrade.
Start free & refer