Estimate to invoiced delivery.
Worxley tracks the engagement from enquiry to SOW to change order to AMC renewal — so scope, signature and invoice stay attached to the same record.
Apply for Cohort 01- Estimate₹18.4L · 16 weeksSigned SOW · 3 milestones
- Change order+ Driver app · ₹2.2LSigned before the work
- Delivered₹20.6L invoicedEvery milestone billed
The money leaks between scope and invoice
IT service engagements rarely fail on engineering quality — commercial leakage happens when pre-sales scoping is untracked, change orders go unsigned, and milestone invoices wait for manual reconciliation.
- 01
Pre-sales effort is invisible: solution architects spend days on scoping calls and estimates for deals nobody tracks the cost of pursuing
- 02
Change orders delivered before signed: work happens because the client asked in a call, but commercial paperwork lags weeks behind or never happens
- 03
Milestone invoices depend on someone noticing: milestone completes in the project tool and the invoice raises whenever finance next reconciles
- 04
AMC renewals lapse quietly: maintenance contract ends, support continues out of goodwill, and nobody renegotiates contract terms
A day at Stackline Tech
Karthik Rao, pre-sales lead — one working day, from first enquiry to money in.
Enquiry to AMC — the whole engagement, one record
Following Metro Logistics — Fleet-tracking app · phase 1.
- 01
Enquiry
Scope, budget range, timeline and technical requirements captured at intake.
EnquiryFleet-tracking app - 02
Requirement gathering
Architect scoping calls, tech stack, and deliverable constraints logged.
Requirements42 items captured - 03
Estimate
Effort, senior engineering hours, and milestone costs estimated against scope.
Estimated₹18.4L · 16 weeks - 04
Proposal / SOW
Statement of work drafted with scope boundaries, terms, and milestone payment schedules.
SOW sent3 milestones - 05
Negotiation
Commercial terms, SLAs, and milestone sign-offs reviewed with client stakeholders.
NegotiatingPayments 40 / 30 / 30 - 06
Signed SOW
Both parties review and dual e-sign the statement of work from the engagement record.
SOW signedBoth sides · e-sign - 07
Delivery & milestones
Milestone completion triggers automated invoice generation against the engagement.
In deliveryM1 invoiced automatically - 08
Change orders
Scope additions captured as signable change orders attached to the main contract.
Change order+ Driver app · ₹2.2L signed - 09
AMC renewal
Annual maintenance contract value, renewal date, and named owner sit on account.
AMC renewalRenews Mar · 12 months
What the IT Services pack sets up
Ready on the day you sign up. Rename, change or switch off any part of it.
Support tickets and Projects boards are built into Worxley, so the contract, the work and the support history share one client record.
How industry packs work- Records
- SLA plans, service contracts, contract invoices, client assets and licences, statements of work, milestones, change requests and monthly service reviews.
- Pipelines
- Discovery call, technical assessment, proposal, contract and security review, and negotiation stages, shaped for a managed-services business.
- Reminders
- Contract invoices every month, quarter, half-year or year; a renewal reminder 45 days out with a notice to the client; licence, domain and SSL expiry; milestones due in 3 days; a monthly service review for each active contract.
- Documents
- Project proposal, statement of work (with a version for signature), change request and service review.
- Portals
- A Client Portal with contracts, statements of work, milestones, change requests, service reviews, and assets and licences, where clients sign off milestones and change requests. A Reseller Portal to register opportunities.
- Reports
- Service contracts and renewals, recurring contract billing, milestone billing, open change requests, and client assets and expiries.
How Worxley Works for IT Services Firms
Worxley connects the commercial lifecycle of IT project delivery into one unified workspace, ensuring scope, signatures, change orders, and milestone invoices never decouple.
Why IT Services & System Integrators Choose Worxley
SOWs live in email threads, change orders happen verbally on Slack, and milestone invoices wait for end-of-month manual reconciliation. Legacy CRMs require custom partner development to track project stages, while AI tools charge $36-$50 per seat add-on fees.
Scope, signature, and invoice stay on one record. SOWs, change orders, and milestone invoices attach to the engagement. Built-in IT project pipeline ships configured, and Worxley AI is included in the core plan.
Automation, Transparency & Use Cases
The Change Order Workflow
Client requests extra scope in a call → Change order raised & sent for e-sign → Signature triggers billing milestone → Payment raises invoice on deal record.
AI Engagement Audits
Ask Worxley AI "which AMC contracts expire in 60 days with unbilled change orders or no logged activity".
Support and projects on the same client
Support tickets and Projects boards are built in, so the contract, the delivery work and the support history share one client record.
Qualifying Inbound Enquiries
Solution leads review requirements & budget range before allocating senior engineering hours to pre-sales scoping.
SOW Signing & Deposit Invoicing
Send statement of work, both sides dual e-sign, and deposit invoice triggers automatically on the engagement record.
Working the AMC Renewal Book
Account managers filter active accounts by contract expiry date and health score to renegotiate maintenance contracts early.
Questions teams like yours ask
Yes. Milestone payments and invoices generate directly against the engagement record as deliverables are signed off.
Yes. Annual maintenance contract values, expiry dates, and account owners sit on the record, with renewal reminders built in.
No. Worxley manages the commercial relationship — scoping, SOWs, milestone billing, change orders, and AMC renewals. Delivery work stays in your engineering tool.
Yes. Both parties review and dual e-sign statements of work and change orders directly through a secure portal link without needing an account.
Worxley offers transparent per-user pricing with all core commercial capabilities included, with no hidden fees for e-signatures or AI.
Still have questions? Talk to our team
You've seen a day on Worxley. Now picture it with your team.
Start with a pipeline shaped for your industry, and make it yours as you grow.