EVX Software Learning Center

Articles and insights to help you run your technical consulting firm better.

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The 40% rule for Environmental Consulting and Engineering Firms
EVX Product Team
EVX Software's Project Status Reports
EVX Product Team
What is our demo?
EVX Product Team
EVX Software Version 3.11.2 – New Features and Improvements
EVX Product Team

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Track your entire project budget in one report only

Use our advanced reporting tool to stay on budget. The "Project budget by tasks" report allows you to quickly spot projects and tasks that are over budget, enabling you to take swift corrective measures.

EVX Product Team
December 20, 2023
The Best Way to Bill Clients for Environmental Projects

EVX Software provides adaptable billing options for environmental consulting firms, including Fixed Fee, Time and Materials, and custom invoicing. This flexibility allows for precise, automated invoice generation tailored to specific project needs, enhancing budget management and client satisfaction.

Project Manager
October 13, 2023
Manage Clients and Projects Seamlessly with EVX Software

EVX Software delivers a streamlined CRM solution for environmental consulting and engineering firms, featuring client tracking, opportunity management, quick quotes, and QuickBooks integration, enhancing efficiency and client service.

Project Management
October 6, 2023
Get the Big Picture with EVX Software

EVX Software streamlines project management by consolidating all projects and tasks into one interface, offering quick status updates, financial insights, and improved team collaboration, thereby enhancing efficiency and organization.

Project Management
September 29, 2023
Track your project expenses to streamline your business profits

Track your project expenses to streamline your business profits with tools that enable precise budgeting and automated invoicing. Efficiently manage and monitor expenses to reduce errors, save time, and ensure your financial goals are met seamlessly.

Project Management
September 22, 2023
How to Enter Actual Expenses in a Project

Learn how to enter actual expenses into your project, so they can be properly billed to the client.

EVX Product Team
September 15, 2023
The 40% rule for Environmental Consulting and Engineering Firms

For environmental consulting and engineering teams, where projects often face tight deadlines and complex challenges, the 40% rule offers a compelling strategy for enhancing project management.

EVX Product Team
November 8, 2024
EVX Software's Project Status Reports

The Project Status Report from EVX Software is designed to enhance your project management experience by providing you with the critical information needed to monitor progress and identify issues. By utilizing the customizable dimensions, especially at the Project level, you can ensure you’re making informed decisions.

EVX Product Team
October 18, 2024
What is our demo?

Our demo is crafted to showcase the ease of use and powerful features of EVX Software. See for yourself how our platform can streamline your operations, enhance productivity, and allow you to focus on delivering impactful, sustainable projects.

EVX Product Team
October 11, 2024
EVX Software Version 3.11.2 – New Features and Improvements

Our latest release, version 3.11.2, introduces significant updates designed to enhance your experience. This iteration is focused on Business Intelligence (BI) and includes crucial new reporting tools that will help you gain deeper insight into your projects and make more informed decisions

EVX Product Team
October 2, 2024
EVX Software Utilization Report

Discover the power of Business Intelligence with our Utilization report! Gain insights into resource allocation, improve project planning, and enhance efficiency. Learn how this essential tool can transform your project management approach and drive your projects to success with EVX Software.

EVX Product Team
September 27, 2024
Fixed Fee Projects vs. Time and Materials

Choosing between Fixed Fee and Time and Materials (T&M) contracts is crucial for Environmental Consulting and Engineering firms. Each approach has unique advantages and challenges. Understanding these can help you make informed decisions that align with your project's needs and your firm's goals. Let's explore both options in detail.

EVX Product Team
September 20, 2024
How to Make Winning Estimates and Proposals

Adopt the best practices to consistently beat your competition with bullet-proof, profitable, winning proposals. Read on to learn how to effortlessly incorporate these processes and tools in your business.

Conrado Vina
September 3, 2020
Embracing Project Management in Scientific and Engineering Consulting Firms

Many technical consulting firms are reticent to adopt formal project management methodologies or tools, concerned they are more work than they're worth. Learn why that just isn't true and how they can benefit your technical consulting firm - and how to get started.

Natalia Martinez
February 18, 2020
Product Update: Better Dashboards Mean Better Project Management

Our latest feature release includes improved dashboards that make it easier to get real-time metrics and important information quickly. Read to learn more how our new dashboards can make it easier for you to manage projects and your consulting firm.

EVX Product Team
January 28, 2020
Measuring Utilization in a Consulting Firm

Measuring utilization is a big challenge for any consulting firm. Learn more about a simple approach to measuring utilization to help improve how your productive your team can be.

Conrado Vina
October 29, 2019
Get the Big Picture with EVX Software

EVX Software streamlines project management by consolidating all projects and tasks into one interface, offering quick status updates, financial insights, and improved team collaboration, thereby enhancing efficiency and organization.

Project Management
September 29, 2023
Track your project expenses to streamline your business profits

Track your project expenses to streamline your business profits with tools that enable precise budgeting and automated invoicing. Efficiently manage and monitor expenses to reduce errors, save time, and ensure your financial goals are met seamlessly.

Project Management
September 22, 2023
How to Enter Actual Expenses in a Project

Learn how to enter actual expenses into your project, so they can be properly billed to the client.

EVX Product Team
September 15, 2023
Efficiently track Time with our New Weekly Timesheet Module

We are excited to announce our new Weekly TimeSheet module, Efficiently tracking timesheets (billable and non-billable) hours is one of the most important features of a good project management platform. That is why we are excited to announce our New Weekly TimeSheet module.

EVX Product Team
August 29, 2023
A 10-point Checklist for Successfully Taking Over an Existing Project

Taking over a project that already started? Our 10-point checklist will help any project manager hit the ground running.

Natalia Martinez
March 19, 2020
Nothing Like a Recession and a European Vacation to Drop You Into the Project Management Deep End

I had been working as a professional archaeologist for about six years after getting my Master’s Degree in Nautical Archaeology. And now I'm a project manager. Yikes.

Mason Miller
February 24, 2020
What is a KPI?

A key performance indicator (KPI) is an important management tool. They are unique to your business and a critical way to track to performance of just about anything. Learn more about KPIs and hw to use them.

Conrado Vina
November 12, 2019
The 40% rule for Environmental Consulting and Engineering Firms

For environmental consulting and engineering teams, where projects often face tight deadlines and complex challenges, the 40% rule offers a compelling strategy for enhancing project management.

EVX Product Team
November 8, 2024
EVX Software's Project Status Reports

The Project Status Report from EVX Software is designed to enhance your project management experience by providing you with the critical information needed to monitor progress and identify issues. By utilizing the customizable dimensions, especially at the Project level, you can ensure you’re making informed decisions.

EVX Product Team
October 18, 2024
What is our demo?

Our demo is crafted to showcase the ease of use and powerful features of EVX Software. See for yourself how our platform can streamline your operations, enhance productivity, and allow you to focus on delivering impactful, sustainable projects.

EVX Product Team
October 11, 2024
EVX Software Version 3.11.2 – New Features and Improvements

Our latest release, version 3.11.2, introduces significant updates designed to enhance your experience. This iteration is focused on Business Intelligence (BI) and includes crucial new reporting tools that will help you gain deeper insight into your projects and make more informed decisions

EVX Product Team
October 2, 2024
EVX Software Utilization Report

Discover the power of Business Intelligence with our Utilization report! Gain insights into resource allocation, improve project planning, and enhance efficiency. Learn how this essential tool can transform your project management approach and drive your projects to success with EVX Software.

EVX Product Team
September 27, 2024
Fixed Fee Projects vs. Time and Materials

Choosing between Fixed Fee and Time and Materials (T&M) contracts is crucial for Environmental Consulting and Engineering firms. Each approach has unique advantages and challenges. Understanding these can help you make informed decisions that align with your project's needs and your firm's goals. Let's explore both options in detail.

EVX Product Team
September 20, 2024
The 40% rule for Environmental Consulting and Engineering Firms

For environmental consulting and engineering teams, where projects often face tight deadlines and complex challenges, the 40% rule offers a compelling strategy for enhancing project management.

EVX Product Team
November 8, 2024
EVX Software's Project Status Reports

The Project Status Report from EVX Software is designed to enhance your project management experience by providing you with the critical information needed to monitor progress and identify issues. By utilizing the customizable dimensions, especially at the Project level, you can ensure you’re making informed decisions.

EVX Product Team
October 18, 2024
What is our demo?

Our demo is crafted to showcase the ease of use and powerful features of EVX Software. See for yourself how our platform can streamline your operations, enhance productivity, and allow you to focus on delivering impactful, sustainable projects.

EVX Product Team
October 11, 2024
EVX Software Utilization Report

Discover the power of Business Intelligence with our Utilization report! Gain insights into resource allocation, improve project planning, and enhance efficiency. Learn how this essential tool can transform your project management approach and drive your projects to success with EVX Software.

EVX Product Team
September 27, 2024
Fixed Fee Projects vs. Time and Materials

Choosing between Fixed Fee and Time and Materials (T&M) contracts is crucial for Environmental Consulting and Engineering firms. Each approach has unique advantages and challenges. Understanding these can help you make informed decisions that align with your project's needs and your firm's goals. Let's explore both options in detail.

EVX Product Team
September 20, 2024
Gross Margin Reports for Environmental Consulting and Engineering Firms

In this article, we explore how EVX Software’s advanced BI capabilities, including the critical gross margin metric, empower scientific entrepreneurs like you to transform raw data into strategic advantages.

EVX Product Team
September 6, 2024
EVX Software Aging Invoices: Maximizing Profitability

Are aging invoices affecting your cash flow? Discover how understanding the billing process can boost your profitability!

EVX Product Team
July 19, 2024
EVX Software built-in reports: The hidden gem for Business Intelligence

The EVX Software Invoice Module streamlines the invoicing process for Environmental Consulting and Engineering firms, making it easier to manage both Time and Materials and Fixed Fee projects. It allows for accurate tracking of billable hours, expenses, and tasks, ensuring that all costs are properly accounted for and billed. This detailed and transparent approach not only simplifies invoicing but also provides valuable insights into project efficiency and profitability, reducing administrative burdens and allowing firms to focus on their core expertise.

EVX Product Team
June 14, 2024
Integration Between EVX Software and Quickbooks Online

Discover how EVX Software revolutionizes project management for environmental consulting and engineering firms with its seamless integration with QuickBooks Online (QBO)

EVX Product Team
April 26, 2024
How to Make Winning Estimates and Proposals

Adopt the best practices to consistently beat your competition with bullet-proof, profitable, winning proposals. Read on to learn how to effortlessly incorporate these processes and tools in your business.

Conrado Vina
September 3, 2020
What is a KPI?

A key performance indicator (KPI) is an important management tool. They are unique to your business and a critical way to track to performance of just about anything. Learn more about KPIs and hw to use them.

Conrado Vina
November 12, 2019
EVX Software Version 3.11.2 – New Features and Improvements

Our latest release, version 3.11.2, introduces significant updates designed to enhance your experience. This iteration is focused on Business Intelligence (BI) and includes crucial new reporting tools that will help you gain deeper insight into your projects and make more informed decisions

EVX Product Team
October 2, 2024
EVX Software Utilization Report

Discover the power of Business Intelligence with our Utilization report! Gain insights into resource allocation, improve project planning, and enhance efficiency. Learn how this essential tool can transform your project management approach and drive your projects to success with EVX Software.

EVX Product Team
September 27, 2024
EVX Software Aging Invoices: Maximizing Profitability

Are aging invoices affecting your cash flow? Discover how understanding the billing process can boost your profitability!

EVX Product Team
July 19, 2024
Invoicing Module For Environmental Consulting Firms

Let's take a deeper look at what is important to take into consideration when invoicing, especially for Environmental Consulting and Engineering firms when our job is mostly done on the field.

EVX Product Team
June 21, 2024
Mastering Budget Tracking and Invoicing: The EVX Software Way

Explore cutting-edge project management insights for environmental consulting and engineering firms. Dive into budget tracking, invoicing efficiency, and industry best practices with EVX Software's expertise.

EVX Product Team
April 19, 2024
How to Enter Actual Expenses in a Project

Learn how to enter actual expenses into your project, so they can be properly billed to the client.

EVX Product Team
September 15, 2023
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