88% spreadsheet error rate | 25%+ efficiency with visual scheduling | 30% faster billing cycles.

Turn Sage CRM into a Profit-Making Engine from Lead to Delivery

Unify sales, service, scheduling, and billing inside Sage. TimeLinx embeds project and service management within Sage CRM and connects directly to Sage ERP so every hour, part, and expense is captured once, priced correctly, approved, and invoiced—without spreadsheets or rekeying.

Spreadsheet error rate
50 %
Efficiency with visual scheduling
5 %+
Faster billing cycles.
10 %

There Is a Difference

Built for Sage, Works with Others

Most scheduling tools stop at the calendar. They help you assign jobs, but they don’t give you the bigger picture. That’s where TimeLinx stands apart.

TimeLinx is not just another scheduling tool—it’s built inside your Sage CRM.

That means scheduling doesn’t happen in isolation. Every dispatch decision is powered by your customer records, work history, and complete business data. With TimeLinx, scheduling becomes a fully connected process that drives service efficiency and profitability.

Here’s what that looks like in practice

Customer records & service history

every appointment comes with full context of past work.

Work order details & analysis

see scope, costs, and profitability before the job even begins.

SmartMobile connectivity

give technicians access to schedules, notes, and time tracking in the field—even offline.

ERP integration

labor hours, parts, and expenses flow directly into Sage ERP for same-day invoicing.

Revenue Optimization Engine

automate pricing and cost schedules by customer, project, or contract.

Capacity visibility

schedule not just people, but also equipment, tools, vehicles, and teams.

Complete cost control

track the true cost of every job, not just the appointment.

Why Service Businesses Choose TimeLinx for Sage CRM

Disconnected tools erode margins. Our customers replace manual spreadsheets, standalone apps, and recording errors with one flow inside Sage CRM.

88% spreadsheets contain errors—don’t let billing and P&L rely on them.

48% of firms report billing delays when time records must be reconciled with the customer records, Finance spends ~7 hours/week reconciling data.

Customers drop time‑to‑invoice from 7 weeks to 5 days by moving to TimeLinx.

INTRODUCING!

TimeLinx Work Order Management

Rapid entry for short jobs

Rapid entry for short jobs without creating a project. Use projects for longer jobs with multiple tasks and staff – all within a single system!

Skill/location based scheduling

And conflict management to eliminate double‑booking.

Offline SmartMobile v3

Time, expense, photos, signatures—syncs the moment connectivity returns parts, assets, travel.

How TimeLinx Works

(Lead → Labor → Ledger)

01. Convert opportunity to project

Directly inside Sage CRM—preload tasks, milestones, and billing rules.

02. Drag‑and‑drop schedule

Resources by skill, availability, and cost; update capacity in real time.

03. Execute in the field

With SmartMobile v3—log time/expenses, capture signatures and photos, even offline.

04. Approve & invoice

The Revenue Optimization Engine applies the right rate rules (role, day/time, contract, minimums) and pushes invoices into Sage ERP.

Features (Built for Service Delivery)

Drag‑and‑Drop Scheduling & Capacity Planning

SmartMobile™ v3 (Offline‑First Field Execution)

Impact: Offline‑first reduces idle time and repeat visits; organizations see fewer callbacks and faster job completion.

Revenue Optimization Engine™

Impact: Companies cut billing cycles by up to 30% and boost realized revenue with automated rate management.

Accounting Integration with TAP

Reporting, Alerts & BI

Global & Industry Readiness

Outcomes Your Executives Will Recognize

For CFOs & Controllers

Time‑to‑cash

Cut billing cycles by ~30%; one client moved from 7 weeks to 5 days.

Revenue integrity

Automated rate rules and milestone billing reduce write‑offs and leakage.

For Operations & Service Leaders

On‑time delivery

Visual milestones and dependency alerts improve schedule adherence.

First‑time repairs with no repeat visits

SmartMobile + ERP‑synced parts cut callbacks and tighten service windows.

Planning velocity

Drag‑and‑drop scheduling drives 25%+ efficiency and 50% faster planning and using the sage calendar.

For IT/CRM & ERP Admins

One stack

Embedded in Sage CRM with direct ERP integration—single sign‑on, shared security model, fewer moving parts to maintain.

Configurable, not brittle

Templates, roles, approvals, and alerts tailored without heavy custom code.

For Sage Partners

Differentiation & Services Revenues

Partners leading with TimeLinx report higher win rates on service‑heavy deals and stronger CSAT.

Faster value for Clients

Deploy industry templates and analytics that surface utilization, margin, and forecast gaps.

Satisfied Clients Share Their Stories

“Before TimeLinx, we were using 9 software applications…Now we have TimeLinx. And only TimeLinx.”

Technology Integrator, North Carolina 65 users

"We were able to keep our existing CRM, CS, and accounting systems with virtually no disruption to our business.”

Document Management Reseller, Wisconsin 35 users

"We've reduced billing errors by 60% after implementing TimeLinx."

IT Services Provider, Rhode Island 225 users

“We’ve reduced our time-to-invoice from 7 weeks to 5 days due solely to TimeLinx.”

Manufacturer, Wisconsin 375 users

“With almost 400 users in the field using TimeLInx and another 150 in the office, we've grown our business with it since 2008.

Land Surveyor, Quebec 550 users

Built inside Sage CRM for Sage ERP's. Designed for the Field. Proven in Finance.

TimeLinx is the only end‑to‑end project and service management platform that connects Sage CRM with Sage ERP’s to deliver real‑time financial control as work happens throughout the complete customer lifecycle —not weeks later.

Integrations (Selected)
Security & Governance

Role‑based access, approval workflows, and complete audit trails across work orders, time, expenses, and invoices—aligned to Sage data and permissions.

Frequently Asked Questions

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Does TimeLinx replace our scheduling system?

 Yes—TimeLinx provides multi‑project Gantt scheduling, capacity views, and conflict management inside Sage.

 Yes—SmartMobile v3 is offline‑first; entries sync automatically when a connection returns.

 Our Revenue Optimization Engine applies rules at the time of entry (role, contract, day/time, minimums, surcharges) and pushes validated records to Sage ERP.

 Yes—project and portfolio P&L is available live, with alerts on budget thresholds.

 Yes—TimeLinx’s latest connector passes approved labor, expenses, and materials into Sage 200 invoices; see the 5‑minute demo. (TimeLinx Project & Service Management)

Other scheduling tools don’t have any of this. They give you a calendar. TimeLinx gives you a fully integrated operational hub—one that connects sales, service delivery, and finance inside Sage CRM.

Companies using TimeLinx report

Up to 50% faster scheduling

Reduced overtime and labor costs

Fewer callbacks and higher customer satisfaction

You already have CRM.

Now it’s time to get more out of it. Let’s eliminate downtime, boost efficiency, and give your business the real-time visibility it deserves.