Industry CloudReal — shipped

Professional Services Cloud: engagements billed the right way, every time.

A real, client-linked consulting engagement with a real billing type — fixed fee, time & materials, or retainer — tracked from proposed through active to completed, plus invoice-gated billing milestones: no milestone gets marked paid until it's actually been invoiced.

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Real Consulting Modules

Engagement Status Stages

Billing Types

Hardcoded Industry Logic

The Problem

"Was that milestone actually invoiced" shouldn't be a guess.

A consulting firm needs two real answers a generic project tracker can't give: what billing model this engagement actually runs on, and whether a milestone has really been invoiced before anyone marks it paid.

Fixed fee, time & materials, and retainer engagements all get tracked the same generic way.

Nothing stops a milestone from being marked paid before it's actually been invoiced.

"Is this engagement still active" lives in someone's memory, not a real status.

How It Works

From proposed to paid, billed correctly

Every engagement carries a real billing type; every milestone is invoice-gated before it can be paid.

Step 1

Propose the engagement

Client, name, and billing type — fixed fee, time & materials, or retainer, a real distinction from day one.

Step 2

Move it to active

Proposed through active — a real, queryable status your whole team can see.

Step 3

Set a billing milestone

A title, amount, and due date — a real record per engagement.

Step 4

Invoice, then pay

A milestone can only move to paid once it's actually been invoiced — no skipping the gate.

Use Cases

Where this shows up in your day

Managing Consultants

Need to see every engagement's real status and billing type.

A real, queryable pipeline, not a spreadsheet.

Consultants

Need to know exactly how this engagement bills — fixed fee or T&M.

A real billing type on every engagement, no ambiguity.

Finance Teams

Need proof a milestone was invoiced before it's marked paid.

A real, timestamped invoice-then-pay gate, enforced server-side.

Analysts

Track billing milestones across multiple client engagements.

Milestones scoped correctly per engagement, never mixed up.

Walkthrough

One engagement, billed correctly end to end

A fixed-fee engagement is proposed for a client, then moves to Active once the SOW is signed.

A Phase 1 Delivery milestone is set for $15,000, due at the end of the month.

The milestone is marked Invoiced — a real, timestamped record.

Payment comes in; the milestone moves to Paid — impossible to skip the invoice step.

The engagement wraps up and moves to Completed — a real, final status.

Connects To

Part of one platform, not a bolt-on

CRM

Engagements attach to the same Client record used for invoicing and communication across the platform.

See CRM

Projects

The underlying delivery work still runs through the same Projects module every FlashCat.ai organization already uses.

See Projects

Module Marketplace

Enable Engagements and Engagement Milestones independently — Milestones depends on Engagements already being enabled.

Configure Modules

Never mark a milestone paid before it's invoiced.

Professional Services Cloud is a real, working part of FlashCat.ai today — not a roadmap item. Start a 7-day free trial, no card required.

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