Project management for service businesses is about delivery and profitability: projects tied to customers, with costs, invoices, time, and tasks in one place. PrimeBase is built for that. You see what you’re spending and what you’re billing per project—so you know which work is profitable instead of just moving cards on a board.
Run profitable projects, not just tasks
Every project belongs to a customer. That link lets you invoice from the project, track time and costs against it, and see the full history in one place. No more guessing which job is for whom—your CRM and project view stay in sync.
Log time and expenses on the project, raise invoices from the same project, and manage tasks and milestones. PrimeBase brings cost and revenue together so you can compare what you’ve spent vs what you’ve billed—the basics of project accounting.
Generic project tools are great for tasks and boards but often ignore billing and costs. Service businesses need to know margin per project. PrimeBase connects projects to invoicing and accounting so you get both delivery and profitability in one system.
Each project is tied to a customer and has a name, description, planned and actual dates, status, priority, budget, and estimated revenue. You can use stages to organise work. Tasks sit on the project (or directly on a customer): assignee, due date and time, status, priority, reminders, and time estimate and time spent. Tasks can be marked billable with hourly or fixed billing so project accounting and project billing stay accurate. Invoices are created from the project and link back to the customer—so project management for service businesses and profitability stay in one place.
Go deeper with these workflows: