Customer service

Get support and guidance from our team of experts

We’ll set your business up for success with comprehensive training, expert data migrations, and responsive ongoing support. Our team of professional services experts handle the heavy lifting so your operations can remain disruption-free.

Expenses Projectworks

Discover the simplicity of expense management in Projectworks

support moving to projectworks
demo with our experts
Step 1

Get to know Projectworks

You’ll first meet our team through a product demo. You can either start your free trial first or jump straight to a demo with one of our Product Specialists. The purpose of our product demo is to:

  • Learn about your business
  • Identify your requirements
  • Guide you on a tour through the software
  • Answer any questions you may have

After the initial demo, you’ll be able to book video calls with our Product specialists to delve further into Projectworks and get answers to any of your questions.

Step 2

Pre-onboarding and data migration

To help get you started, we’ll provide checklists for you to tick key items off and ensure that you’re best set up for success.

You’ll then provide us with your data and we’ll get it loaded in for you. After the data migration, you will have the opportunity to review this and provide feedback, which we can then make any necessary changes to before going live.

customer migration support
Customer service header
Step 3

Onboard your team

Alongside your data migration we begin our onboarding and training sessions. We’ll organise training sessions to fit into your schedule, enabling you to focus on working with your team internally.

Our Customer Success team are experts at ensuring you get the most value from Projectworks. To achieve this we offer Admin/Ops training and Project Manager training.

The final step for onboarding your team is a pre-go-live check-in to ensure you feel confident using Projectworks.

Step 4

Life-long support

Our timely, knowledgeable and engaged team offers support to your team via email and video calls.

With life-long support, you’ll be able to work confidently knowing that our team has got you covered.

customer review of projectworks
staff training to use projectworks

Customised support from a range of experts within our partner program

We have a range of partners that specialise in supporting and scaling professional services firms. Get in touch and we'll help connect you with partners that align with your business needs and goals.

"Projectworks is a powerful project management system, and we are glad we decided to migrate to this platform. We previously used 2-3 different software platforms to achieve what we can now do using Projectworks alone."

Andie D
Andie D
Posted on G2
Posted on G2
Kiandra

"What we got with Projectworks was really aligned with the way we wanted our business to work. It's truly a system built for services business. It is what we would have built if we were to have done it ourselves."

Cam Brookes
Cam Brookes
Co-Founder and Managing Director
Kiandra
Kiandra

“Staff love it and are better able to manage their projects, quickly see when they are over budget etc. Timesheet entries are a breeze as are leave requests and approvals. Support is quick to respond and the Projectworks team have been great to work with.”

Emma
Emma
Accounts Manager - Management Consulting, 11 - 50 employees
Nadi Group White

"We've been able to build predictable models for our staffing needs and that has saved us, in the last couple of years, as much as $85,000."

Emeka Nnadi
Emeka Nnadi
Founder and President
Diversus White

"The Projectworks team is easy to deal with, open to ideas, and incredibly responsive."

Dien Tang
Dien Tang
Director and Principle
Kiandra White

"What we got with Projectworks was really aligned with the way we wanted our business to work. It's truly a system built for services business. It is what we would have built if we were to have done it ourselves."

Cam Brookes
Cam Brookes
Managing Director

“We are a rapidly growing organization and were looking for something that would help us scale. As we explored Projectworks' capabilities, we had many "wow this is powerful" moments. We now use Projectworks for timesheets, invoicing (integrated with Xero), resource management and forecasting.”

Tony K
Tony K
COO, IT Services Firm 11-50 Employees
COO, IT Services Firm 11-50 Employees

“Viewing the current and projected margins have been wonderful to see and being able to see the forecasted income really helps the business strategically think of next steps to further grow. The tech support has been amazing and are always quick to respond”

Mia U
Mia U
Business Manager who switched from Clockify
Ballarat Centre of Music and Arts

“Viewing our current and projected margins have been wonderful. Being able to see the forecasted income really helps the business strategically think of next steps to further grow.”

Mia Andrea U.
Mia Andrea U.
Administration
Ballarat Centre of Music and Arts
Ballarat Centre of Music and Arts
Anonymous customer review

“We're so happy that we're using this software and we'd pick it again and again. We find new bits of software that we didn't notice before and it makes our jobs even easier. Would recommend 100%.”

Anne
Anne
Office Manager in US
Architecture & Planning
Architecture & Planning
liquid It 2

“We love the resourcing functionality in Projectworks. It is so easy to use and engaging. The project management team keep this updated on a regular basis and it makes our lives so much easier. The invoicing is also great.”

Lydia Pawson
Lydia Pawson
PMO & Operations Coodinator
Liquid IT
Liquid IT
Anonymous customer review

“Onboarding was well done, responsive support and customisation prior to go live. The interface is extremely intuitive and forecasting links well with invoicing which makes the whole workflow easy.”

Daniel
Daniel
Director in Australia
Civil Engineering
Civil Engineering
Align

“Projectworks is a powerful system. We previously used 2-3 different software platforms to achieve what we can now do using Projectworks alone”

Andie Dunne
Andie Dunne
Team Leader
Align
Align

“As we explored Projectworks, we had many 'wow this is powerful' moments. The insights and benefits you get in the software are well worth it”

Tony Katsigarakis
Tony Katsigarakis
COO
OneTeam Services
OneTeam Services
MBB Group

“Simple to use, very intuitive, dashboard and system looks great. All our employees find it very simple to use and easy to find metrics at the click of a button. Everything is in real time so we know it is also accurate.”

Jemima B.
Jemima B.
Operations Manager
MBB Group
MBB Group
Egmont Dixon

“It was a seamless process. Their team did all the hard work and we have received amazing ongoing support. We finished with WorkflowMax on a Friday afternoon and were live in Projectworks by Monday. Highly recommend.”

Deanne Fleming
Deanne Fleming
Financial Controller
Egmont Dixon
Egmont Dixon

“It's been a really easy transition and the continual product updates and responsiveness of the team are fantastic. Having used a variety of different systems in consultancies of different sizes and scales, this is hands down the most productive and effective platform I've ever used.”

Sandra J
Sandra J
CEO
11-50 employees
11-50 employees
Superware

“We evaluated several other apps and selected Projectworks because of its flexibility. 
It's powerful and flexible”

Neil Benson
Neil Benson
Founder
Superware
Superware
CGW Consulting Engineers

“We approached Projectworks on a recommendation from 12d Synergy. The team have been great, giving us a high level of confidence migrating to a mature system from WorkflowMax”

Chris Short
Chris Short
Chief Executive & Director
CGQ Consulting Engineers
CGQ Consulting Engineers

“Can't fault the Projectworks team and software. Really responsive customer service team. Frequent roadmap releases. Highly recommend”

Greg Brown
Greg Brown
Partner
Oxbow Partners
Oxbow Partners

“We have tried a number of different tools including Mavenlink, WorkflowMax and Accelo. Projectworks is our favorite by far. It's the right balance of advanced features but simplified functionality”

Natasha Kearney
Natasha Kearney
Finance Manager
GKC Limited
GKC Limited

“Fantastic PSA system, from onboarding to ongoing updates and support, the team at Projectworks have been fantastic. The integration with Quickbooks ensures no risk of error in manual data entry. Overall I wouldn't hesitate to recommend, we would be at a loss without it!”

Standard Architects
Standard Architects
United States

“Projectworks is a really great and powerful tool. We use the integration so that all of our project fee, expense and workflow data is also in Quickbooks, helping our team focused on finances keep the business running. Happy to recommend!”

Quickbooks App Review
Quickbooks App Review
United States

“Can't fault the Projectworks team and software. Really responsive customer service team. Frequent roadmap releases. Highly recommend”

Greg Brown
Greg Brown
Partner
Oxbow Partners
Oxbow Partners

“We have tried a number of different tools including Mavenlink, WorkflowMax and Accelo. Projectworks is our favorite by far. It's the right balance of advanced features but simplified functionality”

Natasha Kearney
Natasha Kearney
Finance Manager
GKC Limited
GKC Limited
Ecovate Group

“My experience with Projectworks has been excellent. The integration with Xero is flawless and assists greatly with efficiency”

Danni Gunning
Danni Gunning
Executive Assistant
Ecovate Group
Ecovate Group
Superware

“We evaluated several other apps that integrated with Xero, and selected Projectworks because of its flexibility. It's powerful and flexible”

Neil Benson
Neil Benson
Founder
Superware
Superware
Codex Consulting

“The integration between Xero and Projectworks really bridged a gap we had. An impressive, simple and very powerful integration”

Lawrie Jeavons
Lawrie Jeavons
Sustainability Consultant
Codex Consulting
Codex Consulting
Adapptor

“Once the Projectworks team set us up, our ability to monitor and manage our resources, projects, and budgets has increased dramatically”

Richard Giles
Richard Giles
Product Director
Adapptor
Adapptor
Architectural Collaborative

“Our staff have found it very helpful. It's given them a better understanding of how their productivity impacts the overall profitability of the firm”

Quint Newcomer
Quint Newcomer
Director
Architectural Collaborative
Architectural Collaborative
Nadi Group

“We’ve been able to build predictable models for our staffing needs and that has saved us, in the last couple of years, as much as $85,000”

Emeka Nnadi
Emeka Nnadi
Founder and President
Nadi Group
Nadi Group
Kiandra

“We instantly felt efficiency in Projectworks and gained insights into our business with open API’s and integrations with 3rd parties”

Cameron Brookes
Cameron Brookes
Managing Director
Kiandra
Kiandra
Anonymous customer review

“Projectworks is not only a great project management solution but we have managed to customise the tool to fit our business needs”

Anonymous customer review
Anonymous customer review
Information technology industry
Information technology industry
Liquid IT

“We’ve finally been able to move away from spreadsheets and that means more live and accurate data when making business decisions.”

Daryl Isaac
Daryl Isaac
Chief Financial Officer
Liquid IT
Liquid IT
Envelope Engineering

"I've got angels singing. Projectworks looks so clean, such a cool product to use”

Adrienne Clarke
Adrienne Clarke
Operations & Project Support
Envelope Engineering
Envelope Engineering
Anonymous customer review

“Every task is simple & easy to complete, from timesheets all the way through to invoicing"

Anonymous customer review
Anonymous customer review
Engineering Industry
Engineering Industry
Kozar Engineering

“Projectworks has been fantastic for projects, budgeting and invoicing”

Matt Meadwell
Matt Meadwell
Technical Manager
Kozar Engineering
Kozar Engineering
Experieco

"We used Projectworks to drive our weekly forecast meeting, it’s much easier than our previous spreadsheet and easy to make changes on”

Ben Doidge
Ben Doidge
Operating Officer
Experieco
Experieco
IMed Consulting

“I found Projectworks a really easy system to learn. We are also getting great support from Projectworks - it's definitely ticking all the boxes”

Brian Aderson
Brian Aderson
Operations Director
IMed Consulting
IMed Consulting
Management Group

“We now run our pipeline out of Projectworks, we can see what is in the works and what’s coming up. Projectworks informs 95% of what we do”

Sharon Simpfendorfer
Sharon Simpfendorfer
Business Systems Manager
CT Management
CT Management
DBZ

“As a professional services team Projectworks helps us seamlessly integrate with our accounting platform for invoicing, expenses and leave management”

Georgie Garnham
Georgie Garnham
Head of Finance
Divide By Zero
Divide By Zero
Zancon

“The reporting is intelligent, well-formed and easy to access. Projectworks is a must-have tool for our business”

Adam Zantis
Adam Zantis
Managing Director
Zancon
Zancon
Colliers

"In the words of one of our Senior Project Directors - you just go in, add any changes and it creates the invoice! It's that easy"

David Black
David Black
Commercial Manager
Colliers Project Leaders
Colliers Project Leaders
Jeanette W

"Revenue forecasting has been a game changer for our organisation, we are able to easily assign work to staff knowing what we have coming up financially"

Jeanette W
Jeanette W
Office Manager
GKC

“The resourcing function is better than other platforms because you can resource at a project level. It’s great to have an autonomous team who all know what they need to do”

Natasha Kearney
Natasha Kearney
Finance Manager
GKC
GKC
Aware Group

“With Projectworks, we are able to streamline our expense reimbursement process so that expenses are loaded and draw down on project budgets; allowing us to accurately track project profitability”

Jo Mickleson
Jo Mickleson
Director of Strategy & Growth
Aware Group
Aware Group
Civil Engineering Firm

“Every task is simple & easy to complete, from timesheets all the way through to invoicing. Productivity gains were immense compared to our old software solution.”

Civil Engineering Firm
Civil Engineering Firm
50 Employees

Explore more Projectworks features

Resourcing

Plan successful projects with the ability to see who is available, at capacity or over-allocated at a glance.

Leave

Stick to your timelines with leave management that’s connected to your resource plan.

Revenue forecasting

Get ahead with the only professional services software that allows you to see your future financials tracked against your project budget.

Get everything in Projectworks for a simple, transparent price

Flexible pricing

Try Projectworks for free

Start a free trial and try Projectworks for yourself. No credit card needed and you’ll be up and running in no time.

Prefer to chat?

Our customer team are available to talk through any questions you have. Just book a time and we’ll be in touch.