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Add products to projects

🟩 Workshop 5: Offer additional products

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Adding products to a project

In many cases, service providers not only want to invoice the individual project work performed, but also offer the customer standardized additional services - for example hosting, support subscriptions or maintenance packages. These services are stored as products in the Leadtime system and can be easily added to a project.

Why add products to a project?

When working with new customers in particular, it makes strategic sense not just to sell a single project, but to bind the customer to a long-term collaboration. An example: A web agency creates a new website for a customer - and wants to sell them a hosting and support package at the same time.

This package is not part of the project scope itself (i.e. it is not billed via working hours in the project), but is a separate, standardized service with a fixed price or subscription model. In Leadtime, this service is managed as a product.

🔍 Add product

To add such a product to the project, open the view in the project: Configuration → Products → + Add product

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This opens a dialog with the Leadtime product catalog. Here you can search for the desired product - e.g. for "Hosting".

Example: Hosting and support

The agency would like to offer its customer a permanent hosting and support package. It finds the corresponding product in the product catalog:

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  • Product name: Hosting & support
  • Type: Subscription
  • Price: 250 €/month (basic price)

The agency can now choose from different variants, e.g:

  • Standard hosting
  • Full service support
  • Priority Support Plus

And from optional additional packages, e.g:

  • GDPR & security (+€30/month)
  • ✅ Multilingual support (+50 €/month)

The result could be:

Hosting & support, full service + GDPR package → 280 €/month

Connection to the project

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The added product is offered in addition to the project - it is not part of the individually planned workload. In the offer configuration on the "Overview" sub-tab , it appears as a separate block below the project-specific services.

🧾 Billing and automation

If the offer is accepted, Leadtime:

  • Automatically creates an ongoing subscription
  • With the payment interval taken from the product catalog
  • And an invoice logic that is based on the project status

Important:

For individual projects, billing of subscriptions only begins when the project is completed, i.e. as soon as the project status is set to "Billing". This prevents early billing.

📖 Documentation through version system

Like all changes in the project, the addition of a product is also documented in the Leadtime version history. Appears after the import:

❗Notsaved
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Clicking on "Save new version" saves the current status and ensures that the new product appears in the final offer.

Conclusion

With just a few clicks, you can offer the customer a long-term service - directly integrated into the project, clearly documented, clearly priced and fully automated in the billing process.

For agencies, IT service providers or software providers in particular, this is an effective way to strategically combine project work and service business.

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Now it's time to create some project documents. Continue here.

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