“Everything was being tracked manually through a lot of Excel workbooks. We would invoice through Word, which was a very manual process. Then we would run it through QuickBooks to track the invoicing against projects, but the clients often like to see certain information that QuickBooks couldn’t provide, so we …

“We looked at a bunch [of tools], assessing from a high-level, but a lot of them didn’t fit our needs. We liked the customization of Projectworks more, and the reporting and templates for invoicing. It just seemed to fit us a little better with what we knew.”