Features

    Everything you need to run profitable delivery.

    AtomicSam connects Jobs, timesheets, approvals, costs and billing into one streamlined project-to-invoice workflow – with flexible controls, best-in-class integrations, and AI-assisted setup.

    Built by agency people. Designed for service firms that live on billable work.

    1

    Create Job from quote

    Website Redesign – Acme Corp

    Created
    2

    Time logged

    4.5 hrs – Design Phase

    Billable
    3

    Change approved

    Additional scope +$2,400

    Approved
    4

    Costs recorded

    Stock images, hosting

    Tracked
    5

    Pre-invoice review

    All items verified – Ready

    Ready
    6

    Send to Xero

    Invoice INV-2024-0847

    Sent

    Works with the tools you already trust.

    AtomicSam doesn't try to replace your accounting platform. Connect to Xero or QuickBooks and keep finance and delivery aligned from quote to invoice.

    Xero logo
    QuickBooks logo
    Google Drive logo
    Slack logo
    ClickUp logo

    Everything in one place

    Click any feature to learn more about how AtomicSam handles it.

    app.atomicsam.com
    ST-0042ActiveNeeds PO

    Summit Tech — Website Redesign

    14 Feb – 30 Jun 2026
    JM: Maria Rossi

    Budget Burn

    62%

    Billable

    78%

    EAC Variance

    +8%

    Unbilled WIP

    $4.2k

    Overview
    Time
    Tasks12
    Costs8
    Invoices3

    Tasks

    58 / 156 hrs
    Discovery & Research24 / 32$3,840
    75%
    UX Wireframes18 / 24$2,880
    75%
    Visual Design12 / 40$4,800
    30%
    Frontend Development4 / 60$7,200
    7%
    Jobs & Delivery

    Jobs become the backbone of profitable delivery

    AtomicSam organises your work into Jobs that reflect how your team actually delivers. Each Job keeps scope, tasks, time, costs, approvals and billing connected, so you don't have to stitch the truth together at month end. When everything is tied to the Job, you get calmer delivery and cleaner billing by default.

    • One Job view that connects delivery and billing readiness
    • Flexible structure for phases, tasks, deliverables, or service streams
    • Clear visibility across progress, cost, and billable status
    app.atomicsam.com

    Quote → Job

    Quote #Q-0034

    Accepted

    Summit Tech Solutions

    Website Redesign

    $16,000

    Job Created

    SMT-014
    Tasks, costs & budget transferred
    Team assignments copied
    Billing profile linked
    Quote-to-Job Conversion

    Turn quotes into Jobs without losing the detail

    Quote handover is where teams lose time and margin. AtomicSam converts quotes into live Jobs with the scope, tasks and commercial structure intact, so delivery starts clean and billing stays consistent. It's faster for PMs, clearer for delivery, and far less error-prone for finance.

    • Quote scope becomes job scope without rework
    • Preserve line items, assumptions, and billable structure
    • Cleaner change control once delivery begins
    app.atomicsam.com

    Purpose

    2

    Basis

    3

    Review

    Invoice Type
    Time & Materials
    Fixed Price
    Progress
    Retainer
    Deposit
    Variation
    Retention Release
    Basis

    Recommended: As Quoted

    Bill As Quoted
    $16,000.00
    Bill Estimated
    $14,200.00
    Bill Actuals
    $12,840.00
    Preview
    INV-0042Draft

    Summit Tech

    UI Design — 42h$5,040.00
    Dev Sprint — 68h$9,520.00
    Project Management$1,440.00
    Total$18,400.00
    Invoice Modes & Billing

    Invoice the way you need – with rules that protect margin

    Service firms don't bill one way. AtomicSam supports multiple invoice modes so you can match how the client buys, how your team delivers, and how finance needs the data. Each mode includes enforcement and checks so billing stays clean, controlled, and repeatable across the business.

    Fixed feeRetainerProgress %Deposit/advancePartial linesTime and materialsVariations
    • Multiple billing styles inside one consistent workflow
    • Built-in enforcement to prevent accidental underbilling
    • Invoice-ready output designed to flow into Xero or QuickBooks
    app.atomicsam.com

    Pre-Invoice Readiness

    8

    of 12 jobs ready

    Total Ready

    $84,200

    Missing time

    7.5h

    Costs over

    $840

    Unapproved

    3

    Variance

    +8%

    Needs attention before invoicing

    Summit Tech — Website
    Missing time7.5 h
    Archway Media — Brand
    Cost over budget+$840
    NexGen — Campaign
    Unapproved items3 items
    Gravity Co — Audit
    Quote vs actual+12%
    Pre-Invoice Dashboard

    Catch billing gaps before they become lost revenue

    Most billing mistakes are not malicious – they're invisible. AtomicSam's pre-invoice dashboard highlights variance and billing readiness so you can spot missing time, unapproved costs, or scope drift before invoices are final. It gives PMs and finance a shared view of what's ready, what needs attention, and why.

    • Missing time• Costs over budget• Unapproved items• Quote vs actual variance• Ready to invoice
    • One dashboard for billing readiness across Jobs
    • Variance analysis that drives action, not reports
    • Cleaner invoice packs, fewer disputes, less rework
    app.atomicsam.com

    HeadsUp – Variation

    Website Redesign · Summit Tech

    Burn 78%

    Budget Burn

    78%

    Spent

    $12.5k

    Budget

    $16.0k

    Sent

    3

    At risk

    2

    Draft to Mark @ Summit Tech

    Auto-drafted

    Hi Mark — quick heads up that we're at 78% of the agreed budget with two milestones still to go.

    Happy to walk you through the variance and agree the next step before we continue.

    AI-suggested wording
    HeadsUp · Proactive Client Comms

    Catch hard conversations early – before they become invoice disputes

    Most billing arguments start in silence. AtomicSam's HeadsUp system watches budget burn against the agreed scope and prompts a calm, professional client conversation the moment things start to drift. An Opening HeadsUp sets expectations as work begins; a Variation HeadsUp surfaces a draft email the moment burn crosses your threshold – so PMs reach out from a position of trust, not damage control.

    • Opening HeadsUp emails kick off jobs with a shared budget understanding
    • Variation HeadsUp triggers automatically as burn crosses your threshold
    • AI-drafted client emails – approve, edit, or send in seconds
    • Full audit trail of every HeadsUp sent, by who, with what numbers
    app.atomicsam.com

    VibeTime · This week

    Sam Carter · Account Director

    100% allocated

    Week split

    M T W T F

    Summit Tech · 40%
    Northwind Co. · 25%
    Atlas Studio · 20%
    Internal · 15%

    Summit Tech

    Always-on retainer

    40%

    Northwind Co.

    Brand strategy sprint

    25%

    Atlas Studio

    Account management

    20%

    Internal

    L&D · ops

    15%

    Cost auto-distributed across active jobs · no task-level logging needed

    VibeTime · % Allocation Time

    A faster way to record time when the work doesn't fit a stopwatch

    Senior staff, account directors and retainer-heavy teams rarely work in tidy 30-minute blocks. VibeTime lets them allocate the week as percentages across clients and jobs – Sam Carter is 40% Summit Tech, 25% Northwind, and so on. AtomicSam takes the daily cost, distributes it across the active jobs, and keeps profitability honest without making people pretend they're factory workers.

    • Percentage allocation across clients and jobs – no task-level logging
    • Mix freely with traditional Timesheets at staff, client or job level
    • Cost auto-distributed using true daily cost (salary + on-costs)
    • Perfect for retainers, account managers and senior leadership time
    app.atomicsam.com

    Weekly Timesheet

    16 – 20 Jun 2025

    SubmittedApprovedRejected
    TaskMonTueWedThuFriTotal
    Summit Tech/ Website Redesign
    UI Design
    232.51.5211
    Dev Sprint
    234312
    Archway Media/ Brand Strategy
    Research
    314
    WorkshopsNB
    235
    Daily Total556.57.5832
    Compliance
    5/5 days logged
    Non-billable: 12%
    No over-budget tasks
    Timesheets & Compliance

    Timesheets that are faster for staff and better for the business

    Timesheets only work when they work for the team. AtomicSam makes it quick to log time against the right Job and task, while supporting the controls businesses need for accuracy and compliance. Better time capture improves utilisation visibility, protects billables, and reduces the end-of-week scramble.

    • Fast logging for doers, clear oversight for leaders
    • Compliance-first controls where accuracy matters
    • Stronger utilisation and capacity visibility
    app.atomicsam.com

    Staff Cost Rate

    Hourly Cost Rate

    $82.22

    per billable hour

    Salary

    $85k

    On-Costs

    11%

    Job Alloc

    80%

    Billable

    75%

    +4.7% from previous
    Rates & Pricing Engine

    Intelligent rates that stay consistent across clients and teams

    Pricing drift is a silent killer: different rates in different places, inconsistent discounts, and confusion that shows up as margin leakage. AtomicSam's rate engine supports tiered client pricing and staff adjustments so billing stays consistent and intentional. You get flexibility without chaos, and clarity without manual admin.

    • Client tier pricing and rate adjustments
    • Staff and role-based rate control
    • Consistent pricing rules applied across billing modes
    app.atomicsam.com

    PO-0087

    Archway Media / Brand Campaign

    Approved
    Draft
    Pending
    Approved
    Sent
    Received
    Billed
    Order Lines
    Stock Photography — Getty$300.00
    25/25
    Print Production — 4-colour$2,400.00
    350/500
    Video Editing — Freelancer$760.00
    8/8
    Total$3,460.00
    PO to receipt to bill

    Purchase Order

    $3,460.00

    Goods Receipt

    $3,460.00

    Supplier Bill

    $3,460.00

    All Documents Match
    Costs & Profitability

    Track costs from quote through invoice – with real margin clarity

    If costs arrive late, margin disappears quietly. AtomicSam tracks costs through the full lifecycle, so you can see profitability as you deliver, not after the job is closed. From supplier costs to internal effort, the system keeps your commercial view connected to what's happening on the ground.

    • Three-tier cost tracking across the job lifecycle
    • PO workflow with approvals and matching discipline
    • Profitability visibility before billing, not after

    Purchase orders and matching

    AtomicSam supports purchase order management with approvals and matching discipline so external costs don't become a messy afterthought. This keeps procurement clean, helps prevent surprises, and supports stronger cost recovery in billing.

    Org Settings & Customisation

    Built to fit your workflow, your stack, and your language

    AtomicSam is designed to be the operating system for delivery, not a replacement for every specialised tool. Set up Sam to match how your organisation works, connect the tools you trust, and use AI to speed up setup and admin.

    Workflow control that matches each job

    Configure how Jobs run, what needs approvals, and how billing is enforced. Different clients and job types can run with different levels of governance so you can be strict when risk is high and fast when speed matters.

    Use your terminology

    Your team shouldn't have to translate your business into software language. Use the terms that fit your world: projects, Jobs, matters, phases, retainers, deliverables. Better language fit equals faster adoption.

    Integrations that keep finance aligned

    Connect to Xero or QuickBooks and keep billing flowing into the accounting system you already rely on. AtomicSam keeps delivery and billing clean so finance stays accurate without chasing missing detail.

    AI that speeds up setup, not complexity

    AI helps reduce repetitive setup and admin without turning your workflow into a science project. Use AI assistance where it saves time: briefing, job creation, and next-step prompts that keep delivery moving.

    Why AtomicSam

    Built for profitable delivery, not just project admin.

    AtomicSam is for teams that want smoother delivery, cleaner billing, and margin clarity without forcing staff into a clunky, overbuilt system.

    Billing confidence by design

    Pre-invoice checks, invoice modes, and enforcement help prevent underbilling and reduce disputes. You invoice from a position of clarity, not reconstruction.

    Flexible control without complexity

    Set the right governance for each client and job type. Be strict when you need to protect margin, and fluid when the work requires speed.

    Fits your stack, speaks your language

    Connect to your accounting platform and use your internal terminology. Adoption improves when the system feels like your business.

    Frequently asked questions

    No — and we'd actively recommend you don't. AtomicSam is the project-to-invoice layer that sits in front of your accounting platform, not a replacement for it.

    You prepare clean, accurate billing in Sam — fixed-fee, retainer, progress, or time-and-materials — then push approved invoices straight into Xero or QuickBooks Online with one click.

    Your accountant keeps their general ledger, tax, and reconciliation workflow exactly where it belongs, and your delivery team gets a tool built for how project work actually happens.

    AtomicSam covers the same ground as a traditional PSA — jobs, time, costs, billing, approvals, reporting — but it's deliberately built differently.

    Legacy PSAs (WorkflowMax, Scoro, Projectworks) tend to be heavy, slow to roll out, and force you into one rigid way of working. Sam is a project-to-invoice operating system: lighter to adopt, faster to use day-to-day, and designed around the commercial truth of agency and service-firm work — fixed-fees that drift, retainers that need protecting, variations that need approving, and margin that needs defending.

    Think of it as a modern PSA without the PSA tax.

    Yes — and you can mix all three across the same client portfolio. Sam supports fixed-fee jobs (with HeadsUp warnings before you blow the budget), monthly retainers (with VibeTime percentage allocation so the team doesn't have to log every minute), progress billing against milestones or stages, and straight time-and-materials when that's what the client wants.

    You can also run multi-currency billing with live ECB FX rates, so a London office invoicing a US client in USD just works.

    Each invoice mode has its own controls, approvals, and reporting — so commercial leads can see exactly where margin is being made or lost.

    This is the question that kills most PSA rollouts — and the one we obsessed over. Sam's time capture is designed for people who hate timesheets: a single fast-entry screen, recent jobs surfaced first, keyboard-first input, weekly view with copy-forward, and mobile capture for site or client visits.

    For retainer work, VibeTime lets people allocate by percentage rather than logging every six-minute block — so a designer on a 40% retainer just sets it once.

    We also expose what time logging unlocks for the individual (clearer workload, fairer capacity, no Friday-afternoon panic), not just what it gives management. Adoption is the metric we're judged on, and it shows in the product.

    Yes — and the controls are designed to protect margin without becoming bureaucracy. You can require approval on quotes before they go out, on variations before work starts, on costs and disbursements before they hit a job, on timesheets before they're billable, and on draft invoices before they're sent.

    Approvers are role-based (account leads, finance, principals) and notifications route through email, Slack, or in-app. Audit trails are kept on everything, so when a client queries a charge six months later you have the full history.

    Smaller teams can switch most of it off and run lean; larger firms can layer governance in as they grow — same product, different settings.

    Yes — Sam scales from a 3-person studio to a 150-person multi-office firm without changing tools. Small teams typically start with jobs, time, and invoicing turned on and most governance switched off — they're up and running in a week.

    As you grow, you layer in approvals, multi-team capacity planning, local public holidays per region, role-based rates, multi-currency, departmental reporting, and Slack/ClickUp integrations.

    The data model and pricing scale linearly — you're never forced into an 'enterprise' tier that triples your cost the moment you hit 20 users, so there's no need to re-platform as you grow.

    See AtomicSam in your workflow.

    Book a demo and we'll walk through your exact project-to-invoice flow, including Jobs, timesheets, approvals, pre-invoice checks, and pushing invoices to Xero or QuickBooks.

    Quick setup. Cancel anytime.