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

Connect CRM, Jobs, Customer Services, and Field Services within one Connected System

Unify sales, service, scheduling, and billing all in one connected system. Timelinx embeds project and service management all within CRM and connects directly to ERP. So every hour, part, and expense is captured once, priced correctly, approved and invoiced – without spreadsheets or costly mistakes.

Sage CRM

Sage CRM, Sage 50, Sage 100, Sage 200, Sage 300, Sage Intacct

Sage CRM, Sage 100, Sage 300

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

Run Service, Projects, and Billing—All from One Connected Service System

Unify sales, service, scheduling, and billing all in one connected system. Timelinx embeds project and service management all within CRM and connects directly to ERP. So every hour, part, and expense is captured once, priced correctly, approved and invoiced – without spreadsheets or costly mistakes.

(100,200, 300, Intacct, x3)

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

Field Service & Project Management Software

Integrated with CRM/ERP

Deliver flawless service operations from lead to invoice; eliminate data silos and manual handoffs with a unified platform that blends project, field service, and CRM/ERP workflows.
Manage work orders, scheduling, mobile execution, and billing all in one connected system; no more spreadsheets or double entry.

The all-in-one solution for scheduling, dispatch, time tracking, and billing.

Here’s what that looks like in practice

Customer records & service history

every appointment comes with full context of past work.

Work order details & analysis

see scope, costs, and profitability before the job even begins.

SmartMobile connectivity

give technicians access to schedules, notes, and time tracking in the field—even offline.

ERP integration

labor hours, parts, and expenses flow directly into Sage ERP for same-day invoicing.

Revenue Optimization Engine

automate pricing and cost schedules by customer, project, or contract.

Capacity visibility

schedule not just people, but also equipment, tools, vehicles, and teams.

Complete cost control

track the true cost of every job, not just the appointment.

Why Choose TimeLinx

Why Service Companies Choose TimeLinx

TimeLinx is a market-leading project and service management software that empowers service-driven businesses to streamline operations, maximize margins, and gain full visibility across their work lifecycle.

Efficiency: Automate scheduling, dispatch, and resource planning so your team spends less time planning and more time delivering.

Profitability:
Built-in revenue optimization, real-time job cost tracking, and automated billing reduce leakage and ensure you get paid what you deserve.

Visibility: Unified dashboards and reporting give you complete insight into project performance, utilization, budget vs. actual, and customer profitability.
Integration: Deep CRM embedding and bi-directional ERP/financial integrations eliminate duplicate entry and data gaps across sales, service, and finance.

Core Solutions

Ideal for organizations with mobile workforces, this solution simplifies dispatch, route optimization, technician scheduling, and field execution. You’ll reduce idle travel time, improve first-time fix rates, and fine-tune your capacity.

Designed for service teams handling complex jobs or multi-task projects, this module unifies work orders, tasks, milestones, retainers, and contracts in one cohesive interface. Keep control over timelines, budgets, and deliverables.

TimeLinx isn’t a standalone silo; it’s built inside leading CRM systems and syncs seamlessly with your ERP or accounting tools. Every hour, part, or expense is entered once and flows through the system to support sales, service, and finance.

INTRODUCING!

TimeLinx Work Order Management

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.

Features (Built for Service Delivery)

Drag‑and‑Drop Scheduling & Capacity Planning

SmartMobile™ v3 (Offline‑First Field Execution)

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

Revenue Optimization Engine™

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

Accounting Integration with TAP

Reporting, Alerts & BI

Global & Industry Readiness

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

“Before TimeLinx, we were using 9 software applications…Now we have TimeLinx. And only TimeLinx.”

Technology Integrator, North Carolina 65 users

"We were able to keep our existing CRM, CS, and accounting systems with virtually no disruption to our business.”

Document Management Reseller, Wisconsin 35 users

"We've reduced billing errors by 60% after implementing TimeLinx."

IT Services Provider, Rhode Island 225 users

“We’ve reduced our time-to-invoice from 7 weeks to 5 days due solely to TimeLinx.”

Manufacturer, Wisconsin 375 users

“With almost 400 users in the field using TimeLInx and another 150 in the office, we've grown our business with it since 2008.

Land Surveyor, Quebec 550 users

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)
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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Does TimeLinx replace our scheduling system?

 Yes—TimeLinx provides multi‑project Gantt scheduling, capacity views, and conflict management inside Sage.

 Yes—SmartMobile v3 is offline‑first; entries sync automatically when a connection returns.

 Our Revenue Optimization Engine applies rules at the time of entry (role, contract, day/time, minimums, surcharges) and pushes validated records to Sage ERP.

 Yes—project and portfolio P&L is available live, with alerts on budget thresholds.

 Yes—TimeLinx’s latest connector passes approved labor, expenses, and materials into Sage 200 invoices; see the 5‑minute demo. (TimeLinx Project & Service Management)

Other scheduling tools don’t have any of this. They give you a calendar. TimeLinx gives you a fully integrated operational hub—one that connects sales, service delivery, and finance inside Sage CRM.

Companies using TimeLinx report

Up to 50% faster scheduling

Reduced overtime and labor costs

Fewer callbacks and higher customer satisfaction

You already have CRM.

Now it’s time to get more out of it. Let’s eliminate downtime, boost efficiency, and give your business the real-time visibility it deserves.