How to maximize project profitability with EVX Software

Publishing date:

October 3, 2025

A practical guide for Environmental Consulting and Engineering firms

Running an environmental consulting or engineering firm means juggling a lot: multiple clients, teams in the field and in the office, shifting budgets, and tight deadlines. The work itself is complex, but managing that work shouldn’t be.

EVX Software is designed specifically to support environmental and engineering teams with tools that make project tracking, billing, and reporting easier and more accurate. In this guide, we’ll walk you through how to use EVX Software to maximize project profitability, reduce admin time, and make sure no hours (or dollars) slip through the cracks.

Set it up the way your team actually works

Improving project profitability starts with a system that fits your business. EVX Software doesn’t force you into rigid templates. It adapts to how you already organize your team, projects, and clients.

You can:

  • Create users based on real roles: senior engineers, field techs, project managers, admin staff
  • Assign the right permissions to make sure each person sees and does what they need to
  • Set up projects by location, service type, or business unit, depending on how your firm operates

Whether you’re managing a permitting project in Texas or a site assessment in Alberta, EVX Software adjusts to support your workflow.

Get a clear handle on billing and expenses

Project profitability starts with knowing where your time and money go. In EVX Software, you can set up billing methods that fit the work: hourly, fixed fee, or a mix. Rates can be different for each role, project, or even client, so everything lines up correctly when it’s time to bill.

You also get real-time insight into costs. When staff track time or add expenses, those entries go straight into the system. You can compare what you thought a project would cost to what it’s actually costing, so you’re not surprised at the end of the month.

And when is it time to invoice? All the pieces are already there, no more pulling from five different spreadsheets.

You can read more about our billing module here!

The task module: where everything connects

Tasks aren’t just to-do lists in EVX Software. They hold a lot of detail: who's responsible, how long it should take, what kind of work it is, and which client or project it belongs to.

Here’s the key part: tasks connect directly to time entries, documents, expenses, and even approvals. That means when you want to know what’s been done, how long it took, and what it cost, it’s all right there.

Need to track job phases or internal codes for billing? You can do that too. Whether it’s setting up fieldwork or pulling together a deliverable, tasks are the center of your project activity.

Want to deep dive into our task module? Read more here!

Turn your task lists into profitability engines

The task module in EVX Software is more than a checklist. It’s where time entries, expenses, approvals, and documents come together—so you always know who did what, for how long, and at what cost.

You can:

  • Break down tasks by phase or internal code
  • Assign roles and estimated hours for each task
  • Link every task to billing and cost tracking

This level of task and time tracking for consultants makes it easier to catch overruns early and keep your work aligned with your contracts.

Want to see how task management connects everything? Explore the task module here

See how things are going, without guessing

EVX Software gives you reporting tools that let you see the big picture or zoom into the details. You can check how far along a project is, how close you are to going over budget, and how your team is spending their time.

There’s a Project Status Report that shows you what’s been done, what’s left, and what might be falling behind. And the Utilization Report gives you a look at how busy your team is (or isn’t), so you can plan better.

No need to spend hours pulling together reports—just open one up and get what you need.

Deep dive into our reports here!

Use the tools you already rely on

EVX Software connects with Microsoft 365, Google Workspace, QuickBooks, Sage, and more. So if your team already uses Outlook, Sheets, or QuickBooks Online, you don’t have to change everything overnight. EVX fits into what you’re already doing.

This way, your data stays consistent and you don’t have to enter the same info twice in two different places.

You can read more in our Release Notes for version 3.11.5 about integrations and other improvements

Wrapping up: A better way to run your projects

At the end of the day, you just want your projects to run smoothly and profitably, without spending all your time in spreadsheets or chasing down updates. EVX Software is here to make that part easier, especially for environmental and engineering firms.

From setting up your team and projects, to tracking time, costs, and progress, to billing and reporting: it’s all connected in one place.

EVX Software was built to support environmental and engineering teams who want to spend less time managing the back office and more time delivering value to clients.

By helping you:

  • Set up your firm’s structure quickly
  • Track project costs and time accurately
  • Manage tasks and team activity with confidence
  • Improve project profitability through clear billing and reporting
  • Connect to the tools you already use

...EVX Software brings everything together in one place.

Want to see how it would work for your team?
Book a short demo and we’ll walk you through it.

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