Worksheet

Engagement record template

A single page template in five blocks. These hold the customer and contract reference, the term and rate card, hours by person and week, a usage or milestone log, and invoices with dates. A last row records who approved each change to scope or rate.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “What a Professional Services Automation Back Office Actually Does”, www.gullysystem.com/blog/what-a-professional-services-automation-back-office-actually-does