Carry the commercial promise through delivery
Configure EosHQ for the full professional-services chain: define services, estimate work, request capacity, deliver through Projects and Tasks, control scope changes, prepare billing evidence, and forecast margin.
Connect the work people sell with the work people deliver
Define the service
Maintain service definitions, delivery assumptions, roles, rates, cost expectations, and reusable estimating inputs.
Prepare the estimate
Build a versioned estimate with services, effort, roles, pricing, expected cost, margin, assumptions, and exclusions.
Request capacity
Translate the estimate into resource demand by role, skill, dates, allocation, location, and engagement.
Deliver the engagement
Use EosHQ Projects, Tasks, Assignments, Time Log, approvals, files, and reports to carry out the approved work.
Control change
Record requested scope changes, their schedule and margin impact, supporting evidence, approval state, and resulting baseline adjustment.
Prepare billing
Bring approved time, expenses, milestones, changes, and customer evidence together before an invoice draft moves forward.
Keep the EosHQ delivery foundation
The Pack extends the EosHQ records already used for delivery. Projects remain Projects underneath the configured engagement experience, while Tasks, Assignments, Time Log, Approvals, Reports, Files, Agents, and run history continue to use the shared platform.
Additional Pack records
- Service Catalog
- Estimates and estimate lines
- Resource Requests
- Change Requests
- RAID items
- Client approval context
Review the consequence before changing the plan
A staffing or scope decision affects more than one schedule. The Pack brings estimate, demand, allocation, cost, bill rate, approved change, time, and forecast information into the same review.
Staffing review
- Demand by role, skill, date, and allocation
- Soft and committed bookings
- Availability and qualification context
- Utilization and displacement impact
- Projected cost and margin movement
Scope review
- Approved estimate and current baseline
- Work recorded outside the baseline
- Change reason and supporting evidence
- Schedule, revenue, cost, and margin impact
- Customer and internal approval context
A professional-services operating model expressed through EosHQ Packs
Records and extensions
- Service Catalog
- Estimates and estimate lines
- Resource Requests
- Change Requests
- RAID register
- Project, Assignment, and Time Log extensions
Experiences and analytics
- Estimate workspace
- Demand and capacity views
- Commercial-control tabs
- Portfolio margin dashboard
- Scope-change reports
- Billing-readiness reports
Skills and draft Agents
- Scope and Estimate Agent
- Staffing and Capacity Agent
- Project Control Agent
- Scope and Margin Guard Agent
- Time and Billing Readiness Agent
- Forecast and Portfolio Agent
Pack Agents are installed as disabled drafts. Each Agent must be compiled, reviewed, and explicitly enabled before it can run.
Prepare operational evidence for the finance system
EosHQ can prepare controlled invoice drafts and connect with QuickBooks Online or Xero when the organization has configured the relevant connection. The Pack keeps delivery evidence and readiness visible while the accounting system remains responsible for its configured accounting role.
Review one engagement
Use one representative estimate and live engagement to validate service definitions, staffing demand, change control, time attribution, billing readiness, and portfolio reporting.
Review an engagementSee the commercial and delivery model together
Bring one recent estimate, one staffing decision, and one scope change to the Pack review.