Skip to content

Professional Services

Good workdeserves clear follow-through.

Bring scope, project work and client billing into a clear operating rhythm. Keep your agency or consultancy focused on delivery and the work still to be invoiced.

Discuss your setup Explore the workflow

For consultancies, agencies and service teams that quote, deliver projects and bill clients for agreed work.

Product tour

From agreedscope to reviewed billing.

Explore three moments in your working day. Select a step to see the people, records and decisions behind it.

Feature walkthrough
Interactive examples

In LynkOffice

Quotations

Overview
Examples: 3
How this works in LynkOffice

What you can do

Prepare the client quotation with products or services, quantities and prices. Review its status and use the available conversion action when the client accepts; the quotation itself is not a collected payment.

App actionsNew Quotation

Fields and controls

  • Client
  • Subtotal
  • Tax
  • Total

Configure the client, catalogue, tax and permissions before issuing the quotation.

Illustrative data · no live records are changed
1 / 3
Illustrative Saudi professional services workplace

A practical example

A client project,from brief to invoice.

Agree a project scope, assign work and record billable time. Review the eligible time before preparing the client invoice. Keep recurring retainers separate from extra project work so the same effort is not billed twice.

Illustrative workflow, not a customer result. Available steps depend on configuration and subscription.

Your working day

Agree the work.Track delivery. Review fees.

  1. Agree the scope

    Prepare the client quotation with products or services, quantities and prices. Review its status and use the available conversion action when the client accepts; the quotation itself is not a collected payment.

  2. Track the delivery

    Create a project with an owner, dates and budget. Track its tasks and comments, log billable or non-billable time, and review eligible unbilled work in Billing before creating an invoice.

  3. Keep retainers clear

    Set up a recurring invoice schedule for an agreed service, then review the invoices it generates and their payment status. Scheduling an invoice does not collect the client’s payment.

The tools behind it

Keep thewhole business in view.

Classes, events & specialist add-ons

Social Inbox

Connect a supported service account, review incoming customer enquiries and assign follow-ups or tickets to the responsible agent. Verify provider access and review automation before activation.

See how it works

Classes, events & specialist add-ons

API & Integrations

Activate API & Integrations for a trusted external service, grant only the required read scopes and check the request log before relying on synchronized records.

See how it works

Operations Management

Work Orders

Assign a client project’s operational work orders, checklists and due dates, then review completion and costs.

See how it works

AI assistant

Ask about your numbers, in plain words

Ask a question about accessible business records, then verify the response against the source report before acting.

See how it works

Classes, events & specialist add-ons

AI Assistant

Enable the AI Assistant for the services team and configure provider/model access before using analytics chat.

See how it works

Classes, events & specialist add-ons

Mudad — Wage Protection

Generate the firm’s WPS file from an approved pay run with the Mudad add-on, validate it, then submit it through the authorised bank or Mudad channel.

See how it works

Operations Management

Projects & Time Billing

Assign project work, record time and review eligible entries for billing.

See how it works

Sales & Invoicing

Quotations & Sales Orders

Prepare the proposed scope and price before starting the engagement.

See how it works

Sales & Invoicing

Recurring Invoices

Set up repeat invoicing for agreed retainers and ongoing services.

See how it works

Customers & CRM

Client CRM & Follow-ups

Give client follow-ups an owner and due date rather than relying on memory.

See how it works

Accounting & Finance

Expenses & Custody

Record operating and project-related expenditure for financial review.

See how it works

Files & Secure Sharing

Controlled Share Links

Share deliverables through controlled links and review who should have access.

See how it works

Accounting & Finance

Periods, Budgets & Approvals

A consultancy works through the month-end checklist, reviews budgets and pending expense and purchase approvals before closing the period.

See how it works

HR & Payroll

Pay Runs

Prepare the service team’s monthly payroll, review earnings and deductions, and follow approval and payment as separate stages.

See how it works

Customers & CRM

Support Tickets

Follow a client’s support request through its statuses and consult their transactions before resolving the issue.

See how it works

Customisation & Branch Management

Document Design & Numbering

Give the consultancy’s invoices and quotations consistent branding and numbering using its configured document templates.

See how it works

Customisation & Branch Management

Connect Your Business Services

Connect the agency’s external application through scoped API access and supported webhooks, then monitor integration use.

See how it works

AI assistant

AI summaries on selected reports

Request a summary of a supported business report, then compare the suggested review points with its actual figures.

See how it works

AI assistant

Photograph the receipt, skip the typing

Extract supported fields from a project expense receipt into a draft, correct the values and complete missing information before saving.

See how it works

Integrations

AI providers

Configure the firm’s supported AI provider and check that the chosen model supports the text, vision or tools needed by the intended feature.

See how it works

Reports & analysis

Financial statements

Review the consultancy’s financial statements and return to account entries to explain balances and movements.

See how it works

HR & Payroll

End-of-Service Settlements

Preview the Saudi end-of-service benefit before closing a consultant’s contract, then pay and post the settlement.

See how it works

HR & Payroll

HR Records & Promotions

Record promotions and transfers as approved, dated events so contracts and payroll follow the change.

See how it works

AI assistant

AI drafts, people approve

Let the assistant draft quotations and collection reminders that a manager approves before anything is sent.

See how it works

Customisation & Branch Management

Custom Fields & Bilingual Tags

Add custom fields to client records and invoices so each engagement carries the details the firm tracks.

See how it works

Customers & CRM

Sales Pipeline & Opportunities

Track enquiries from lead to opportunity on a board and create the engagement quotation when the client is ready.

See how it works

Customer self-service

Invoice & quotation links

Send quotations and invoices as links that clients accept with a typed signature or pay online.

See how it works

Reports & analysis

Accountant export bundle

Send the external accountant one workbook with the period’s statements, ledger, VAT return and ageing.

See how it works

Getting started

Start with the essentials.Build from there.

Configure the client, catalogue, tax and permissions before issuing the quotation. Activate Operations and configure rates and approval rules. Time without a billable setting, rate or correct client context may be excluded from invoicing. Verify frequency, dates, client and invoice lines. Stop an obsolete schedule through its own controls.

What to review as an owner

Review project and work-order progress, tasks, time records and billing.

Questions

Beforeyou get started

For your Saudi operation

Work in Arabic or English, organise branches and configure the invoicing and payment options your business needs. E-invoicing requires the relevant add-on, branch setup and review of submission status. Payment and messaging providers require their own configuration.

Explore e-invoicing Payment and messaging integrations

Explore other industries

Spas & SalonsRetail & Point of SaleRestaurants & CafésFind your industry

Apps for Windows and Mac

Your customers install nothing.Your team installs what it needs.

Put LynkOffice on the computers your team works at, one app for each job. They all sign in to the same account, so every sale, receipt and stock movement is recorded in one place.

Your computer

Free to downloadWindows 10 or 11, 64-bit

  • Desktop app

    For the office

    • Your whole account in its own window, away from browser tabs
    • Prints receipts straight to your printer, with no extra software
    • A built-in Point of Sale that keeps ringing up cash sales of products offline

    Needs the internet, except Point of Sale

    Setup & features
    Download for Windows

    Version 0.3.06 MB

  • POS app

    For the counter

    • A checkout screen made for the counter
    • Keeps ringing up cash sales of products offline, and sends them when the connection returns
    • Prints receipts and opens the cash drawer

    Needs the API & Integrations add-on

    Setup & features
    Download for Windows

    Version 0.1.04 MB

Not sure which one fits? Compare the apps

One workspace. One clear view.

Bring your next project into focus.

Create your workspace, activate the modules you need and give every team one reliable source of information.

Choose your plan Talk to our team
  • Free 14-day trial
  • No credit card required