How many Loop solutions are there?

16: 6 by team, from delivery and PMO to resource managers and finance, and 10 by industry, from consulting and agencies to construction, IT services and events.

Which billing models do solutions support?

Four: fixed price with milestone billing, time and materials at the rate card, retainers against an hours allowance, and internal work that is costed but never billed.

Can one project mix billing models?

Yes. A project can have fixed-price phases and a time-and-materials change request, and each bills in its own way.

What does a solution set up?

Project templates and phases, budgets, the billing model, approval steps, and the handover from Flow or to Desk where it fits the industry.

Loop covers what professional-services teams use a PSA for — projects, time, capacity, billing and margin — with sales, HR and finance on the same record.

Can retainers alert us before overage?

Yes. The agencies and IT services solutions set alerts at 80% of the monthly allowance and show usage on the client portal if you choose.

Does Loop handle internal projects?

Yes. Internal work uses the same timelines and capacity, and shows in utilisation, without ever raising an invoice.

What if no solution fits us?

Pick the one whose billing model matches yours. Vocabulary changes between industries; how the work turns into an invoice is what matters.

Do we need Flow or Books?

No. Loop works alone. Flow adds scope from the quote, Nest adds leave-aware capacity, and Books turns milestones and hours into invoices.

How long does setup take?

Three days for most teams, including importing live projects from your current tool.

Do solutions cost extra?

No. They are included on every Loop plan, priced per user from $12 a month. Client portal users are free.

Treepie Loop · Projects & delivery

Project management set up for how you get paid.

Start free with Loop →Book a walkthrough

How it billsCompleted milestones raise their invoice in Books at the quoted price.Invoices raised in Books

13 solutions use this modelDelivery teams Project managers

Resource managers

PMO & leadership

Project finance

Consulting Agencies Professional services

Software implementation

Architecture & engineering

Construction & trades IT & managed services

Events

In short

What are Treepie Loop solutions?

Treepie Loop solutions are 16 ready-made ways to set up Loop project management for a team or industry — 6 by team and 10 by industry. Each uses the same Loop features but starts with the project templates, phases, budgets and billing model that fit how that business delivers: fixed price, time and materials, retainer, or internal work.

Solutions: 6 teams · 10 industries
Billing models: 4, mixable per project
Setup: Pre-built templates & phases
Priced: Per user, from $12

All solutions

Every solution, and the billing models it’s set up for.

Rows are solutions; columns are how you bill. Most firms use two or three models — so do most solutions.

Solution	Fixed price	Time & materials	Retainer	Internal
By team
Delivery teamsProjects that open from the won deal, staffed from real availability and billed as milestones land.
Project managersTimelines, dependencies and change requests built from the quote, not retyped from it.
Resource managersCapacity that reads contracts and leave, so the plan uses the people you actually have.
PMO & leadershipA portfolio view with live margin and risk across every project, without a monthly report.
Project financeMilestones and approved hours that raise their own invoices, and margin you can trust.
Internal operationsInternal projects tracked with the same timelines and capacity as client work.
By industry
ConsultingEngagements scoped from the proposal, staffed against capacity and invoiced by phase.
AgenciesRetainers with hours tracked against what was agreed, so scope creep is visible before it costs you.
Professional servicesMatters and engagements billed on time or milestones, with utilisation by person.
Software implementationOnboarding projects from the signed order, with go-live handing the account to support.
Architecture & engineeringStage-based projects with fee drawdown per stage and drawings kept on the task.
Construction & tradesJobs costed from the quote, crews scheduled against certificates and leave.
Marketing & contentCampaigns and content calendars as projects, with client approvals built in.
IT & managed servicesProjects and recurring work side by side, with tickets turning into tasks.
Research & nonprofitsGrant-funded programmes with hours and costs charged to the right grant.
EventsEvent plans with fixed dates, supplier tasks and deposits billed on schedule.

The question each one answers

Every solution exists to answer one question faster.

If you’ve asked one of these this month, start with that solution.

“What’s left before the go-live invoice?”

Delivery teams →

“If data mapping slips a week, what moves with it?”

Project managers →

“Who is free for a three-week engagement in May?”

Resource managers

“Which projects are over 80% of budget this month?”

PMO & leadership

“What was delivered last month but not invoiced?”

Project finance

“How much of the team’s time went on internal work?”

Internal operations

“Which customers are stuck before go-live?”

Software implementation

“How much of the stage 3 fee have we used?”

Architecture & engineering

“Which jobs next week are short of a qualified electrician?”

Construction & trades →

“Which deliverables are waiting on client sign-off?”

Marketing & content

“Which tickets have become billable project work?”

IT & managed services →

“How much staff time has the youth grant covered so far?”

Research & nonprofits

“What’s still open for the October conference?”

Events

What you get

What a solution actually sets up.

Five things, configured for your kind of work. Pick an example.

Template
Discovery → Design → Build → Handover
Budget
Days per phase from the proposal, at each role’s rate
Billing
Fixed fee per phase; change requests on T&M
Staffing
Roles requested; resource manager assigns people
Handover
Won deal opens the project; closing hands to Desk

Who it’s for

Four people who usually read this page.

Whichever solution you open, these are the people deciding whether it fits.

Delivery directorsTemplates and billing models that match how the firm already sells and delivers.“Will this work for both our fixed-price and retainer clients?”

Project managersPhases, dependencies and change requests set up for the industry from day one.“Can I keep our phase names and still bill per milestone?”

Resource managersCapacity that understands contracts, leave and the skills each project needs.“Can we see who has the right certificate before we book them?”

FinanceInvoices from milestones and hours, and margin that matches the ledger.“Will project revenue in Loop agree with Books?”

Compared

Solutions, compared.

Generic project tools start blank. Vertical ones lock you into one way of billing. Loop solutions start set up for yours.

	Spreadsheets & email	Industry-specific PSA tool	Treepie Loop
Starting point	A blank board or spreadsheet	Built for one sector	Templates for 16 teams and industries
Billing models	Invoiced by hand	Usually one model per tool	Fixed, T&M, retainer and internal, mixed per project
Staffing	A resourcing spreadsheet	Capacity without HR data	Capacity from Nest contracts and leave
Scope	Retyped from the proposal	Imported, then drifts	Scope from the quote; change requests update the deal
Margin	Known after the project	Budget vs actual reports	Live margin from every timesheet

Loop solutions, answered.

Anything else — ask a person.

No. They are ways into the same Loop project management, set up for different teams and industries. The templates, phases and billing model differ; the features don’t.

Find the setup that matches how you bill.

Bring one live project and its quote. We’ll open it in the closest solution and show capacity, margin and billing on your numbers.

Start free with Loop →Book a walkthrough

Live in three days

Day 1Pick a solutionTemplates and billing model for your work.
Day 1Import projectsLive projects and history from your tool.
Day 2Set capacityRoles and hours from Nest or a CSV.
Day 3Let the team inThe old tool stays readable for a month.

The other sixCompare all →

FlowCRM & sales NestHR & employee management DeskCustomer support & ticketing BooksFinance & accounting GrowthSEO & website growth PulseAI assistant

What are Treepie Loop solutions?

Solution

Fixed price

Time & materials

Retainer

Internal

By team

Delivery teamsProjects that open from the won deal, staffed from real availability and billed as milestones land.

Project managersTimelines, dependencies and change requests built from the quote, not retyped from it.

Resource managersCapacity that reads contracts and leave, so the plan uses the people you actually have.

PMO & leadershipA portfolio view with live margin and risk across every project, without a monthly report.

Project financeMilestones and approved hours that raise their own invoices, and margin you can trust.

Internal operationsInternal projects tracked with the same timelines and capacity as client work.

By industry

ConsultingEngagements scoped from the proposal, staffed against capacity and invoiced by phase.

AgenciesRetainers with hours tracked against what was agreed, so scope creep is visible before it costs you.

Professional servicesMatters and engagements billed on time or milestones, with utilisation by person.

Software implementationOnboarding projects from the signed order, with go-live handing the account to support.

Architecture & engineeringStage-based projects with fee drawdown per stage and drawings kept on the task.

Construction & tradesJobs costed from the quote, crews scheduled against certificates and leave.

Marketing & contentCampaigns and content calendars as projects, with client approvals built in.

IT & managed servicesProjects and recurring work side by side, with tickets turning into tasks.

Research & nonprofitsGrant-funded programmes with hours and costs charged to the right grant.

EventsEvent plans with fixed dates, supplier tasks and deposits billed on schedule.

Spreadsheets & email

Industry-specific PSA tool

Treepie Loop

Starting point

A blank board or spreadsheet

Built for one sector

Templates for 16 teams and industries

Billing models

Invoiced by hand

Usually one model per tool

Fixed, T&M, retainer and internal, mixed per project

Staffing

A resourcing spreadsheet

Capacity without HR data

Capacity from Nest contracts and leave

Scope

Retyped from the proposal

Imported, then drifts

Scope from the quote; change requests update the deal

Margin

Known after the project

Budget vs actual reports

Live margin from every timesheet

Project management set up for how you get paid.

What are Treepie Loop solutions?

Every solution, and the billing models it’s set up for.

Every solution exists to answer one question faster.

“What’s left before the go-live invoice?”

“If data mapping slips a week, what moves with it?”

“Who is free for a three-week engagement in May?”

“Which projects are over 80% of budget this month?”

“What was delivered last month but not invoiced?”

“How much of the team’s time went on internal work?”

“Can we start the Halstead engagement on the 12th?”

“Which retainers are over their hours this month?”

“What is each team’s billable utilisation this quarter?”

“Which customers are stuck before go-live?”

“How much of the stage 3 fee have we used?”

“Which jobs next week are short of a qualified electrician?”

“Which deliverables are waiting on client sign-off?”

“Which tickets have become billable project work?”

“How much staff time has the youth grant covered so far?”

“What’s still open for the October conference?”

What a solution actually sets up.

Template

Budget

Billing

Staffing

Handover

Four people who usually read this page.

Solutions, compared.

Loop solutions, answered.

Find the setup that matches how you bill.

Project management set up for how you get paid.

What are Treepie Loop solutions?

Every solution, and the billing models it’s set up for.

Every solution exists to answer one question faster.

“What’s left before the go-live invoice?”

“If data mapping slips a week, what moves with it?”

“Who is free for a three-week engagement in May?”

“Which projects are over 80% of budget this month?”

“What was delivered last month but not invoiced?”

“How much of the team’s time went on internal work?”

“Can we start the Halstead engagement on the 12th?”

“Which retainers are over their hours this month?”

“What is each team’s billable utilisation this quarter?”

“Which customers are stuck before go-live?”

“How much of the stage 3 fee have we used?”

“Which jobs next week are short of a qualified electrician?”

“Which deliverables are waiting on client sign-off?”

“Which tickets have become billable project work?”

“How much staff time has the youth grant covered so far?”

“What’s still open for the October conference?”

What a solution actually sets up.

Template

Budget

Billing

Staffing

Handover

Four people who usually read this page.

Solutions, compared.

Loop solutions, answered.

Find the setup that matches how you bill.