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88% spreadsheet error rate | 25%+ efficiency with visual scheduling | 30% faster billing cycles.

Turn Sage CRM into a Profit-Making Engine from Lead to Delivery

Unify sales, service, scheduling, and billing inside Sage. TimeLinx embeds project and service management within Sage CRM and connects directly to Sage ERP so every hour, part, and expense is captured once, priced correctly, approved, and invoiced—without spreadsheets or rekeying.


Spreadsheet error rate
50
%
Efficiency with visual scheduling
5
%+
Faster billing cycles.
10
%

Why Service Businesses Choose TimeLinx for Sage CRM

Disconnected tools erode margins. Our customers replace manual spreadsheets, standalone apps, and recording errors with one flow inside Sage CRM.

88% spreadsheets contain errors—don’t let billing and P&L rely on them.

48% of firms report billing delays when time records must be reconciled with the customer records, Finance spends ~7 hours/week reconciling data.

Customers drop time‑to‑invoice from 7 weeks to 5 days by moving to TimeLinx.


Download SAGE Data Sheet Here

https://youtu.be/gnBBittr6g0

INTRODUCING!

TimeLinx Work Order Management

Manage high volumes of work orders with a live, single timeline. Drag‑and‑drop assignments, enforce dependencies, and push real‑time updates to techs. Status changes flow back to Sage for instant cost tracking and later invoicing. Teams using visual, automated Gantt workflows report faster planning and fewer overruns.

Rapid entry for short jobs

Rapid entry for short jobs without creating a project. Use projects for longer jobs with multiple tasks and staff – all within a single system!

Skill/location based scheduling

And conflict management to eliminate double‑booking.

Offline SmartMobile v3

Time, expense, photos, signatures—syncs the moment connectivity returns parts, assets, travel.

How TimeLinx Works

(Lead → Labor → Ledger)

01. Convert opportunity to project

Directly inside Sage CRM—preload tasks, milestones, and billing rules.

02. Drag‑and‑drop schedule

Resources by skill, availability, and cost; update capacity in real time.

03. Execute in the field

With SmartMobile v3—log time/expenses, capture signatures and photos, even offline.

04. Approve & invoice

The Revenue Optimization Engine applies the right rate rules (role, day/time, contract, minimums) and pushes invoices into Sage ERP.

How TimeLinx Works

(Lead → Labor → Ledger)

01. Convert opportunity to project

Directly inside Sage CRM—preload tasks, milestones, and billing rules.

02. Drag‑and‑drop schedule

Resources by skill, availability, and cost; update capacity in real time.

03. Execute in the field

With SmartMobile v3—log time/expenses, capture signatures and photos, even offline.

04. Approve & invoice

The Revenue Optimization Engine applies the right rate rules (role, day/time, contract, minimums) and pushes invoices into Sage ERP.

Features (Built for Service Delivery)

Drag‑and‑Drop Scheduling & Capacity Planning


  • Multi‑project Gantt view, resource heatmaps, and overbooking alerts.

  • Skill/location filters, recurring assignments, and calendar integration. Impact: Teams report 25%+ efficiency gains and up to 50% faster planning cycles.

SmartMobile™ v3 (Offline‑First Field Execution)


  • Full time/expense capture, job photos, signatures, and documents—online or offline; auto‑sync when connected.

  • Mapping/directions, asset updates, and secure on‑device storage.

Impact: Offline‑first reduces idle time and repeat visits; organizations see fewer callbacks and faster job completion.

Revenue Optimization Engine™


  • Five billing modes—by project, task, consultant, customer, or plus day/time rules, minimums, retainers, and support plans.

  • Multi‑level approvals audit trails; real‑time margins P&L visibility per job, client, job, customer, staffer, contracts, tasks and work order.

Impact: Companies cut billing cycles by up to 30% and boost realized revenue with automated rate management.

Accounting Integration with TAP


  • TimeLinx Accounting Platform: Bi‑directional data sync with Sage accounting; invoices post from approved work without pro‑formas or rekeying.

  • (TAP) streamlines ERP data flows to eliminate errors and invoice faster.

Reporting, Alerts & BI


  • Live dashboards for revenue vs. cost, utilization, milestone progress, and customer profitability; configurable reports and notifications.

Global & Industry Readiness


  • Multi‑currency and multi‑language options for global teams; configurable workflows for construction, consulting, manufacturing, and more.

Outcomes Your Executives Will Recognize

For CFOs & Controllers

Time‑to‑cash

Cut billing cycles by ~30%; one client moved from 7 weeks to 5 days.

Revenue integrity

Automated rate rules and milestone billing reduce write‑offs and leakage.

For Operations & Service Leaders

On‑time delivery

Visual milestones and dependency alerts improve schedule adherence.

First‑time repairs with no repeat visits

SmartMobile + ERP‑synced parts cut callbacks and tighten service windows.

Planning velocity

Drag‑and‑drop scheduling drives 25%+ efficiency and 50% faster planning and using the sage calendar.

For IT/CRM & ERP Admins

One stack

Embedded in Sage CRM with direct ERP integration—single sign‑on, shared security model, fewer moving parts to maintain.

Configurable, not brittle

Templates, roles, approvals, and alerts tailored without heavy custom code.

For Sage Partners

Differentiation & Services Revenues

Partners leading with TimeLinx report higher win rates on service‑heavy deals and stronger CSAT.

Faster value for Clients

Deploy industry templates and analytics that surface utilization, margin, and forecast gaps.

Satisfied Clients Share Their Stories

Built inside Sage CRM for Sage ERP’s. Designed for the Field. Proven in Finance.

TimeLinx is the only end‑to‑end project and service management platform that connects Sage CRM with Sage ERP’s to deliver real‑time financial control as work happens throughout the complete customer lifecycle —not weeks later.

Integrations (Selected)

  • Sage CRM: native embedding and shared data model.

  • Sage 100 / 300 / X3 / Intacct: project, time, expense, and billing flows into the ERP.

  • Sage 200 (UK): SmartMobile entries → approvals → Sage 200 invoice lines; watch the UK demo. (TimeLinx Project & Service Management) (TimeLinx Project & Service Management)
Security & Governance

Role‑based access, approval workflows, and complete audit trails across work orders, time, expenses, and invoices—aligned to Sage data and permissions.

Frequently Asked Questions

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