Client project
Deliverables, revisions, billable hours, and client communication.
Project management
Run projects without scattering information
Sequentia connects client context, planning, execution, time, and billing. Teams keep the tools they use to deliver work while the project remains clear from kickoff to closeout.
One shared thread
The project lives across the tools your team already uses
There is no need to isolate the project in one more module. The client, board, tickets, work documents, calendar, and financial data together become the ideal operating record for your projects.
- One context shared by operations and the back office
- Responsibilities, statuses, and deadlines visible in one place
- A usable history from quote to invoice
01 Client Context and contacts
02 Board Phases and priorities
03 Tickets Assigned work
04 Documents Detailed execution
05 Time Capacity and costs
06 Billing Revenue and margin
An adaptable method
The same project discipline across different kinds of work
The structure remains consistent whether the deliverable is digital, administrative, or completed in the field.
Internal project
Continuous improvement, implementation, compliance, or cross-team coordination.
Field project
Job phases, service calls, materials, proof, and subcontractor follow-up.
The method
From scoping to closeout without rebuilding context
Each step feeds the next. Project tracking becomes a continuous workflow instead of a collection of files and catch-up meetings.
- 01
Scope
Client, outcomes, budget, dates, and owners.
- 02
Plan
Phases, statuses, deadlines, and team capacity.
- 03
Execute
Tickets, tasks, procedures, files, and conversations.
- 04
Measure
Progress, time, workload, costs, and billable work.
- 05
Bill
Quote, completed work, and invoice without duplicate entry.
5h 0m Ticket
1h 15m Work
3h 15m Ticket
4h 30m Site
5h 0m Work
4h 0m Ticket
4h 30m Work
1h 45m Site
10h 30m Ticket
4h 15m Work
3h 30m Ticket
11h 7m Ticket
8h 20m Work
6h 12m Ticket
10h 3m Site
5h 30m Work
4h 45m Ticket
6h 0m Ticket
12h 15m Work
9h 40m Site
7h 50m Ticket
8h 5m Work
5h 12m Site
6h 30m Ticket
9h 0m Work
3h 20m Site
Workload and capacity
See the work moving forward and the work getting stuck
Boards structure priorities. The calendar and timesheets then show actual workload by person, delays, and remaining capacity.
- Compare planned work with time actually recorded
- Rebalance assignments before a delay takes hold
- Track billable time without a parallel report
Commercial continuity
Delivered work becomes a defensible invoice
Completed tasks, hours, and items stay attached to the record. The back office can prepare billing from data the delivery team has already validated.
- Keep the connection between what was sold and what was delivered
- Reduce missed hours, materials, and additional work
- Explain client charges with supporting operational detail
SEQUENTIA
Client
Project
Tasks
Items
Totals
Thanks
Terms
SEQUENTIA
Client
Project
Tasks
Checklist
Validation
Summary
SEQUENTIA
Client
Professionals
Tasks
Items
Totals
Thanks
Terms
Operational outcomes
More dependable project management every day
Less manual coordination
Project status comes from work in progress, not a report someone must rebuild.
Clearer ownership
Every request has a visible owner, priority, and next action.
Better margin insight
Time, costs, and revenue can be compared before the project ends.
Faster closeout
Proof, approvals, and billable data are already gathered in the record.
FAQ
Frequently asked questions
Do I need a separate Project module in Sequentia?
No. A project can be run by connecting a client, board, tickets, work documents, events, time, and billing documents. This keeps project management close to the work itself.
Can we manage both internal and client projects?
Yes. Boards, statuses, owners, and labels adapt to the kind of project. Time tracking and billing can be used only when they are relevant.
How can we track project profitability?
Hours, rates, tasks, and items captured in work records feed cost and billing data. Teams can compare delivery effort with what was sold.
Let's talk about your needs.
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