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IndustryProfessional services

Era for your software agency.

Discovery to estimate to milestone invoices, maintenance contracts, change requests billed by the hour and a help centre for your clients.

Start with Era8 modules · 4 prepared workflows · 3 teammates

Is your work spread over 8 tools that don’t know each other?

Bookings in one place, messages in another, payments in a sheet. A change stays in one tool before it reaches the people who need it.

Client requests buried in emailThe decision stayed in messagesHours in a spreadsheetThe document in four foldersClient list in another toolFollow-up in a channel
The document in four foldersClient list in another toolFollow-up in a channelClient requests buried in emailThe decision stayed in messagesHours in a spreadsheet
Quote approved on paperMeeting notes not in the calendarCollections noticed at month endClient requests buried in emailThe decision stayed in messagesHours in a spreadsheet

Tool logos are examples; they imply no partnership or endorsement.

Era brings them into one place. A few of the apps you can connect

All apps

Logos show apps you can connect; they do not imply a partnership.

Same week. Same team. A different day.

Projects move from discovery to design, build and release; change requests and maintenance contracts are billed separately. Support tickets need one home.

Software agency: the same work, today and with Era.

  • Today: Lost requests. A client’s email never got onto anyone’s list. — Era: Shared inbox. Email and WhatsApp in one inbox; requests go to the right person.
  • Today: Hunting documents. Which version is latest and who changed it is unknown. — Era: Documents on the file. Documents live on the client file, with their history.
  • Today: Quote approval. An approved quote never became an invoice. — Era: Quote to invoice. An approved quote becomes an invoice in one step.
  • Today: Collections. An overdue invoice was spotted at month end. — Era: Due-date follow-up. Due invoices are reminded; payments land on the card.

Drag the line or use the arrow keys. Example scene.

One workspace. Your whole business.

Setup switches 8 sections on together: sales, quotes, team, invoices and more. The table is a sample filled with the setup’s real services.

Sample screen · illustrative data

Ready for software agency. Working from day one.

Everything switched on at setup comes from this business type’s own list: services, teammates, workflows and sections.

Workflows that run themselves

Wired to real events; switch them on, off or change them in plain words.

WorkflowsOn
Proposal accepted → approve → first milestone invoice
Proposal sent → follow up in 5 days
Maintenance month → invoice issued
SLA missed → mark urgent

Your price list, ready on day one

It arrives as a sample; replace it with your own services and prices in the first step.

Services & pricessample

Software agency

Product workshop (1 day)₺30.000
Mobile app MVP₺450.000
Code and security audit₺55.000

Your teammates are ready

They work by your rules and ask you first before messaging, paying or deleting.

Estimate assistantTurns a request into a phased draft proposal for the project manager.
Support triageSorts incoming support messages into critical, normal and change request.
Maintenance win-backWhen a maintenance contract is cancelled, asks the project manager to call before it ends.

Ask your workspace

Ask a question; get the answer with the records behind it.

Erasample

What’s still unpaid this month?

Four invoices are overdue, two from the same client. I’ve drafted reminder emails and will wait for your approval.

Sections on from day one

8 sections switch on together; turn off what you don’t need, add more later.

SalesQuotesTeamInvoicesSubscriptionsHelp centerReportsAI

Before you start

Open the accepted project’s agreement in Finance → Agreements and “Schedule instalments” (e.g. 30/40/30). Finance → Instalments due shows which milestone is due.

Each is a monthly subscription; the “Maintenance month → invoice issued” workflow issues the invoice every month.

Developers log billable time on “Change request (hourly)”. When the week is approved, a draft invoice per client appears for you to check.

They read the help centre articles and write to the support email or chat; support triage marks critical issues and the SLA workflow escalates missed replies.

Yes — the Developer role logs time and answers support; finance stays with the Finance role.

Sales, Quotes, Team, Invoices, Subscriptions, Help center, Reports, AI; 3 ready services and products, 3 teammates, 4 workflows, 15 notification rules and a website theme.

Yes. Switch on “start with sample data” during setup to get realistic customers, records and history; remove them in one step when you are ready.

Other businesses in professional services

Professional services

Keep client files, quotes and invoices together.

Describe your business in a sentence and Era sets up services, teammates and workflows to match. It runs on your own AI subscription.

Start with Era