This workspace owns its records
Orders, payments, reports, and history stay attached to the business that created them.
Professional Services · Guided demo or pilot · Guided pilot · Assisted access
Professional Services is coming soon.
We are preparing a category-aware workspace for this sector. A guided-pilot direction for clients, engagements, proposals, reviews, services, payments, and branches. Explore the planned starting language and register your interest for early access.
Guided demo or pilot · Professional Services
A considered starting point for the way you work.
We are shaping the right labels, building blocks, and room to grow for this category.
EngagementTrack each job clearly
ServicesKeep your offering organised
ClientKeep every relationship close
BranchesGrow without starting over
Who this is for
A clearer starting point for Professional Services teams.
Consultancies and professional-services teams planning client engagements.
A guided-pilot direction for clients, engagements, proposals, reviews, services, payments, and branches.
Guided pilot · Assisted access
Assisted access
Share your operating context while the category-specific setup is prepared.
Connected without confusion
A shared customer relationship, not a merged ledger.
Professional Services gets its own operational records and customer portal. If the same owner runs another workspace, the relationship can be connected by consent without exposing that business’s transactions here.
Customers stay recognisable
Consent can connect a customer identity across eligible owner workspaces without moving their history.
Portals stay business-specific
Customers see this business’s orders and payments here; another business remains a separate portal view.
Owner loyalty can span participating businesses.Each point movement still records the source business and branch.
Operations → Accounting
Finish the day with a cleaner handoff to the books.
Keep professional services work in KlarPoint while completed orders, payments, and adjustments move toward accounting-ready records with their business and source identity intact.
Separate by design. Your operational records stay with this workspace; a connected accounting view does not merge another business into it.
Work where the team works
Keep the day’s customers, jobs, services, and payments in the category-aware workspace.
Carry the useful context
Business, branch, currency, tax, and source-record identity stay attached to the financial handoff.
Keep the books clearer
Owners and bookkeepers get a better starting point without mirroring every operational detail.
Accounting connection is being introduced as a focused, auditable workflow—not a promise to copy the whole workspace.
A category-aware direction
A foundation for professional services.
Explore the shared foundations and category-aware building blocks planned for this future workspace.
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Planned building blocks
Register your interest while we shape this category for launch.
Customer and client records
Keep contact details, notes, history, and relationship context together in one workspace.
Catalogue and category setup
Organise the services, products, or plans your team offers with category-aware language and optional VAT-inclusive or VAT-exclusive pricing.
Payments and financial visibility
Record payments and keep business and branch-level financial activity easy to follow. Historical order and invoice prices remain understandable after catalogue changes.
Branches and workspace management
Keep locations separate while giving owners a clear way to manage the wider operation.
Team roles and permissions
Give owners, managers, and staff access that matches the work they are responsible for.
Activity and audit history
Follow important account, staff, login, and operational changes through a dependable activity trail.
Professional services workspace vocabulary
Prepare a professional-services workspace with client, engagement, project, and service terminology when that workflow launches.
Planned starting setup
See the language we are preparing.
These are the category-aware modules and language being prepared for an assisted launch; they are not available for self-serve setup today.
Clients
Keep clients and relationship context together.
Services
Organise the services your team works from.
Engagements
Track each engagement through its working stages.
Payments
Record payment activity and keep the financial handoff visible.
Branches
Keep locations distinct while the owner view stays connected.
Planned operating language
Planned engagement language
The planned direction follows an engagement from enquiry and proposal through active work, review, completion, and archive. This is a guided pilot direction; the category-specific workflow is not available for self-serve setup yet.
EnquiryProposalActiveReviewCompletedArchived
Coming soon
Prepare for professional services with a clearer starting point.
Tell us what you need from a professional services workspace and we will let you know when it is ready. Register your interest for assisted access.