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Engineers get more done with Factor.
Before: We staff by gut feel, deadlines run late, and burnout follows.
After: We see live utilization by discipline and phase, line up the right people, protect schedules, and avoid burnout.
Before: We lose track of progress across countless tasks and spreadsheets
After: Tasks in Factor tie directly to budgets, schedules, and assigned employees so progress, WIP, and margin stay clear.
Before: We chase late timesheets and missing hours.
After: Time & expenses are logged by phase with approvals, so every hour lands where it should and invoices match the work.
Before: We draft invoices manually and it’s a waiting game to get paid.
After: We bill from live project data, sync with QuickBooks Online in real time, and offer FactorPay so clients pay online and cash hits sooner.
Features built for engineering firms.
Planning
Use templates and past actuals to build a clear budget, manage fixed fee and hourly in one place, and let one budget run time, schedule, and billing.
See availability, match the right person to the right task, and watch utilization and projected spend update in real time to keep work balanced and projects on track.
Plan phases, tasks, and milestones in one view, spot overlaps in seconds, and keep budgets, forecasts, and percent complete in sync.
Tracking
View your entire portfolio in one live dashboard, compare side by side, dig into hours, budgets, and forecasts so your team can turn red flags into fixes fast.
Track time and expenses in one place, see budgets update live, and turn approved entries into accurate invoices that capture every dollar.
Turn plans into action with clear owners and instant reminders, while automatic updates keep everyone aligned even as details and dates shift.
Billing
Keep firm fees and subconsultant work separate yet connected. Track contracts, progress, and billing in one flow so payments, retainers, and budgets stay clear.
Send invoices your way for fixed fee, hourly, or phased work. Customize client views, track progress and deposits, and keep billing simple, accurate, and flexible.
Make paying simple and AR current. Clients pay from the invoice, invoice and payment statuses update in QuickBooks Online in real time, and you see the impact on budgets, cash flow, and open balances.
Reporting
See performance as it happens. Track project health, profitability, workload, and financial metrics in one clear view so you can make fast, informed decisions without digging through spreadsheets.
Project future revenue with confidence. Use scheduled work, budgets, and percent complete to understand what’s coming in, spot gaps early, and plan workloads and cash flow with more certainty.
Follow every incoming opportunity from first conversation to signed contract. See status, potential value, and projected start dates so your pipeline, workload, and revenue plan stay aligned.
See how every phase and task connects.
See your full project breakdown with detailed task lists. View phases and tasks together so your team knows what needs to happen and how work is progressing.
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Real-time insight into your team’s workload.
See your team clearly with real-time resource and utilization tracking. Spot capacity issues early and balance workloads across every project.
Time, tasks, and billing stay connected.
View every detail related to hours, rates, tasks, and fees, and show that same clarity on your invoices.
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"I would recommend Factor for anyone in the industry.”
In one quick call, we’ll show you a simpler way to run projects and get paid faster.
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“I've worked with software platforms for 20+ years, and Factor has been my best experience of having a platform that will listen to you and is just as invested in us as we are in us.”
Betsy Koch
Operations manager