What Is Quota Management?
Quota Management in ITISeasy.business lets you bill customers upfront for a specific number of hours
or services, while tracking and delivering them gradually.
Customers prepay for service hours
You track usage via timesheets/tasks
They receive automatic “account statements” with balance info
Everything is handled digitally, legally compliant, and customer-friendly.
What Is Quota Management?
Quota Management in ITISeasy.business lets you bill customers upfront for a specific number of hours
or services, while tracking and delivering them gradually.
Customers prepay for service hours
You track usage via timesheets/tasks
They receive automatic “account statements” with balance info
Everything is handled digitally, legally compliant, and customer-friendly.
Key Features & Benefits
Key Features & Benefits
Transparent Prepayment Management
Sell services upfront — hours, tasks, flat rates
Record project work progressively via timesheets
Real-time balance available for both you and the customer
Transparent Prepayment Management
Sell services upfront — hours, tasks, flat rates
Record project work progressively via timesheets
Real-time balance available for both you and the customer
Integrated Billing &
Project Tracking
Auto-generate project and tasks upon
order confirmation
Link each timesheet entry to the respective quota
Block further time entries when quota is exhausted
Integrated Billing &
Project Tracking
Auto-generate project and tasks upon
order confirmation
Link each timesheet entry to the respective quota
Block further time entries when quota is exhausted
Professional Account Statements
Automatically generate reports showing:
Used quota (hours/cost)
Remaining balance
Activity history
Send reports monthly or after a certain % of usage
Delivery via email or DMS upload
Professional Account Statements
Automatically generate reports showing:
Used quota (hours/cost)
Remaining balance
Activity history
Send reports monthly or after a certain % of usage
Delivery via email or DMS upload
Practical Use Case: Support Retainers
Practical Use Case: Support Retainers
A client buys a 50-hour
support quota, paid upfront
A project is auto-created
with linked tasks
As your team logs work, hours are deducted
in real-time
A client buys a 50-hour
support quota, paid upfront
A project is auto-created
with linked tasks
As your team logs work, hours are deducted
in real-time
After 25 hours are used,
the system sends a detailed report
When 50 hours are used, the quota is
closed — no overrun or confusion
After 25 hours are used,
the system sends a
detailed report
When 50 hours are used,
the quota is closed — no overrun or confusion
Functional Highlights
Quota Fields on Tasks:
Is Quota (Contingent) Activates quota tracking
Project Expiration Date Defines usage timeline
Close Quota Stops entries once quota is exhausted
Tags and expiry logic keep your quota management clean and organized.
Functional Highlights
Quota Fields on Tasks:
Is Quota (Contingent) Activates quota tracking
Project Expiration Date Defines usage timeline
Close Quota Stops entries once quota is exhausted
Tags and expiry logic keep your quota management clean and organized.
Full Visibility in Customer View
Customers and your internal teams can:
See all active and expired quota orders
Review hourly usage reports or cost-based summaries
Download PDF statements for their records
Choose between:
Hourly Report View
Price Report View
Full Visibility in Customer View
Customers and your internal teams can:
See all active and expired quota orders
Review hourly usage reports or cost-based summaries
Download PDF statements for their records
Choose between:
Hourly Report View
Price Report View
Why ITISeasy Quota Management?
This module is ideal for:
Support Contracts
Consulting Services
Training Hours
Maintenance Agreements
Project-based Prepaid Work
Why ITISeasy Quota Management?
This module is ideal for:
Support Contracts
Consulting Services
Training Hours
Maintenance Agreements
Project-based Prepaid Work
Seamless Integrations & Automation
Works out-of-the-box with:
ITISeasy Projects & Timesheets
ITISeasy Invoicing
ITISeasy.docs (DMS)
Odoo Website Blocks & Backend
Discover More With ITISeasy.business
Your all-in-one ERP with transparent service tracking, proactive communication, and no hidden surprises.
Request a Demo
Contact Us for More Info
Learn How ITISeasy.docs Supports Quota Reports
Discover More With ITISeasy.business
Your all-in-one ERP with transparent service tracking, proactive communication, and no hidden surprises.
Request a Demo
Contact Us for More Info
Explore ITISeasy Timesheets
Learn How ITISeasy.docs Supports Quota Reports
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