How Source Engineering Achieved 32x Faster Monthly Reporting Across Three Countries

If you run an engineering services firm with offices in more than one country, month-end probably looks familiar. Hours sit in one spreadsheet and purchase orders in another. Then invoices get rebuilt by hand before anyone can say which projects made money.

Source Engineering Services lived that for years. The firm has 120+ people across the United States, the Netherlands, and India. It moved HR, projects, timesheets, and billing onto Juntrax, a PSA software for engineering firms. Monthly reporting now runs 32x faster, one tool has replaced three, and every timesheet is visible.

This guide walks through how that happened, one module at a time. By the end, you can judge whether the same setup fits your firm. You can also download the full Source Engineering case study.

Source Engineering at a Glance

Industry	Engineering and technology services
Team size	120+ across three regions
Locations	United States, the Netherlands, India
Using Juntrax since	2019
Modules	HRMS, PSA, Cash-Flow
Headline results	32x faster monthly reporting, three tools replaced by one, 100% timesheet visibility

Before Juntrax: Three Countries, Three Ways of Working

Source Engineering grew office by office. Each region built its own spreadsheets and habits for HR, timesheets, and invoicing. That worked while the teams were small. Once engineers in three countries started sharing client projects, the gaps began to show.

The problems fell into three groups:

• People data was scattered: Employee records lived in regional spreadsheets. So there was no one place to manage each employee’s records or control who saw what.
• Hours and money never met: Engineers logged time manually, with no link to project plans. Purchase orders were tracked separately from delivery, so billing and scope drifted apart.
• Reporting depended on people: Managers chased status updates through email, calls, and spreadsheets. A single report across all three countries was close to impossible.

Missed invoices and slow billing cycles followed, and cash flow took the hit. Abhi Desai, CEO of Source Engineering Services, described the state of things plainly:

“Before Juntrax, our teams were disconnected, and a lot of time was wasted piecing together scattered information. Errors were hard to trace, and decision-making was slow.”

Source Engineering is far from alone here. According to SPI Research’s 2026 Professional Services Maturity Benchmark, billable utilization across professional services firms fell to 66.4% in 2025. That is a record low and below the 70% level SPI treats as healthy. When time capture and billing live apart, billable work slips through the gaps. Numbers like these are the result.

7 Changes That Moved Source Engineering Onto One Platform

The rollout was phased. Each phase added one layer of structure, starting with people and ending with profitability. Here is what changed, and how each piece works in Juntrax today.

1. One Workforce Record Across Every Entity

The first phase replaced regional spreadsheets with one HRMS. Onboarding and exits moved to a digital portal. Employee data and org charts came together in one place.

Juntrax handles this with a multi-entity setup. Each legal entity gets its own departments, holiday calendars, and leave and attendance rules. So the Indian team can follow its own calendar while the US team follows another, all inside one account. Each entity can also store its own bank details, which print on that entity’s invoices later.

Hemalatha K, Senior HR Manager, noticed the change quickly: “Shifting to a digital portal has enhanced the onboarding experience. It feels more professional and structured.”

2. Timesheets Logged Daily Against Tasks and Projects

Next, engineers started logging hours every day against specific projects and tasks. Pay codes and geo-tags added the detail needed for accurate billing and compliance. Managers then approved entries through automated workflows instead of email threads.

In Juntrax, a timesheet looks like a calendar. An engineer picks a date, a project, and a task, then enters the hours and marks them billable or non-billable. Once submitted, the manager gets a notification to approve.

That daily habit is what makes everything downstream work. Sudhanshu Tripathi, Project Manager, put it this way: “It saves time in collating data and improves visibility into utilization trends and billing accuracy.”

3. Every Client Purchase Order Tied to a Project

Before Juntrax, projects and purchase orders ran on separate tracks. Now, every client order sits inside the project it funds.

In Juntrax, this record is called a Received PO. It works as the money hub for a project. Its summary screen shows six figures: order total, billed, received, remaining, pending, and overdue. A progress bar makes the position clear at a glance.

Because the order and the project share one record, billing can never quietly drift away from scope.

4. Invoices Built From Approved Time

This is where most of the old leakage disappeared. Juntrax started generating invoices from approved timesheets, with multi-currency billing and customizable templates.

You can build an invoice in four ways. Start from scratch, from a purchase order, from a quotation, or from billable time on a project. When you pick a project, its billable hours drop in as service lines, priced at hours times each person’s rate.

A few built-in rules protect the numbers:

• An invoice can’t exceed the order: Go over what is left on the Received PO, and the system stops you and shows the balance.
• Rates follow the calendar: If a billing rate changes mid-project, Juntrax uses the rate from the day the work was logged.
• Prices freeze at billing: If a catalog price changes later, past invoices stay exactly as billed.

Bill rates can also vary by location. For instance, one engineer can carry a daily rate for client-site work abroad and a lower one for remote work. That matters when engineers cross borders for clients.

Bert van Vlijmen leads Source Engineering’s operations in the Netherlands. He saw the difference in sales and invoicing: “Juntrax made good steps forward in invoicing and project tracking, especially in the Sales and Performance modules.”

5. Payments and Statuses That Update Themselves

Once invoices go out, Juntrax tracks every payment, due date, and open balance. Finance logs a receivable against an invoice, and the payment can’t be larger than what is still owed.

Statuses take care of themselves. An invoice turns Overdue the day after its due date and Paid once nothing is pending. No one has to remember to update a label.

Every step also leaves an audit trail. For Source Engineering, that meant cleaner client conversations and fewer questions about where a number came from.

6. Project Profitability Down to the Person

With time, orders, and invoices in one place, managers can check profit at any point in a project.

Each Juntrax project has its own financial dashboard. It pulls three kinds of cost into the same view:

• Payroll cost, calculated from timesheet hours and each person’s hourly pay rate
• Vendor expenses, entered against a purchase order and tagged to the project
• Employee reimbursements, tagged to the project when they are submitted

Against those costs, the dashboard shows the order value, the amount billed, pending and overdue invoices, and net P&L. It also breaks project margin down by team member, comparing each person’s total bill with their total pay. So you can see which people and roles are profitable on a given project, while it is still running.

Rajesh SV, Engineering Manager in the US, summed up what this changed: “Stakeholders now get accurate monthly updates on project profitability, and managers can easily approve timesheets, allocate resources, and plan capacity in one place.”

7. Role-Based Dashboards So Each Team Sees Its Own Work

As adoption grew, Source Engineering added role-based dashboards, asset management for IT and engineering equipment, and digital reimbursement workflows.

Each role now sees only what it needs. HR sees employee operations. Project managers see team productivity and tasks. Finance handles billing, revenue, and reporting, while executives get the high-level view.

Bert van Vlijmen valued the control this gave the business: “The permissions-based design gives everyone the access they need.”

The Results: What Changed for Source Engineering

Together, these changes gave Source Engineering one system across all three countries. Here is what the firm reports:

Result	What it means day to day
32x faster monthly reporting	Profitability updates come straight from the system rather than from hand-built consolidations.
Three tools replaced by one	HR, project, and billing work share one record instead of three.
100% timesheet visibility	Every logged hour is visible and linked to a project and task.
Seven spreadsheets retired	Regional workbooks gave way to one source of truth.

Beyond the numbers, invoicing cycles got shorter, and audit trails closed the gaps where revenue used to leak. Utilization reports now shape hiring, training, and pricing decisions. Managers in three countries also work from the same data.

Source Engineering has since become a co-designer of the product. Its suggestions include report filters for onsite and offshore teams. It has also asked for a central record of engineer skills. These results reflect one customer’s experience, and yours will depend on your starting point.

How Juntrax Compares to Other Options for Engineering Firms

When evaluators shortlist tools, they usually weigh four options. Here is how they stack up on the capabilities that mattered most to Source Engineering.

The main difference is where the data lives. Separate apps can each do their job well. However, someone still has to stitch hours, orders, and invoices together, and that stitching is where errors creep in. Large ERP suites cover a lot of ground. Still, the setup effort is often more than a mid-sized services firm needs. You can read a fuller breakdown in our guide to PSA software.

Is Juntrax the Right PSA Software for Your Engineering Firm?

Juntrax tends to fit well if most of these describe you:

• You run client projects across more than one office, entity, or currency.
• Your revenue depends on billable hours, milestones, or both.
• Timesheets, purchase orders, and invoices currently live in different places.
• You want project profitability during a project, not after it closes.
• You have roughly 25 to 150 people and want to go live in weeks.

It also works alongside your accounting system. Juntrax runs the project-to-cash layer, while tools like Tally, QuickBooks, or Xero keep the general ledger.

On the other hand, if your main need is manufacturing or supply chain planning, a larger suite may suit you better. For a closer look at the engineering use case, see Juntrax for engineering services firms or our ERP guide for engineering firms.

Conclusion: One Platform, Three Countries, One Set of Numbers

Source Engineering’s story comes down to one decision. The firm stopped stitching people, projects, and money together by hand and put them on a single platform. After that, timesheets fed invoices, orders capped billing, and profitability became visible while projects were still running.

If you are weighing PSA software for engineering firms, start with the question Source Engineering asked. Where do your hours, orders, and invoices meet today? If the answer is “in a spreadsheet at month-end,” a free trial will show you what changes when they meet in one system.

Frequently Asked Questions

What Is PSA Software for Engineering Firms?

PSA (professional services automation) software connects project planning, resource allocation, timesheets, billing, and profitability reporting in one system. For engineering firms, it means the hours an engineer logs flow straight into the client invoice and the project’s P&L.

How Long Does It Take to Roll Out Juntrax?

For a firm with 25 to 100 engineers, go-live typically takes 2 to 4 weeks. Firms with several regions and legal entities usually take 6 to 8 weeks. Source Engineering rolled out in phases, starting with HR and adding timesheets, billing, and dashboards over time.

Can Juntrax Handle Several Countries and Legal Entities?

Yes. Each legal entity can have its own departments, holiday calendars, leave rules, currency, and bank details inside one account. Leadership still gets a consolidated view across all entities.

Can an Invoice Be Raised for More Than the Purchase Order?

No. Juntrax blocks any invoice that exceeds the remaining balance on the client’s Received PO and shows you what is left. Likewise, a payment can’t exceed what is still owed on an invoice.

Does Juntrax Replace Our Accounting Software?

No. Juntrax runs the project-to-cash operations layer, including projects, timesheets, invoicing, receivables, and expenses. It works alongside accounting systems such as Tally, QuickBooks, and Xero, which keep the general ledger.