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Purpose-built for A/E teams
Built for A/E firms that outgrew spreadsheets
Track projects, time, and billing in one place — and send accurate invoices in minutes instead of days.
Designed for 1–50 person A/E firms. Works seamlessly with QuickBooks.
Project tracking and portfolio oversight
Billings, invoicing, and receivables
Time and expense tracking
Custom reporting and alerts
CRM for proposals and relationships
Replace disconnected tools with one workflow
Most small A/E firms run on a patchwork of spreadsheets, time tracking tools, and QuickBooks. This makes billing week a scramble. Trident replaces the chaos with a single workspace that connects projects, people, and billing from day one.
Project setup that actually sticks
Create projects, define phases, and keep your team aligned from proposal to kickoff.
Billing that’s ready when you are
Fee-based or hourly billing, reimbursables, and invoices — all connected to real project data.
Time tracking your team will actually use
Simple entry, approvals, and notes that make billing faster and more accurate.
Real-time visibility
See fees vs. costs, project progress, and backlog without exporting to Excel.
How Trident turns work into revenue
Track time, bill accurately, and send invoices in minutes with automated reminders and approval flows.
Project setupCreate
Team & Roles
Other InformationClient info, billing contacts, invoice settings, and more.
Enter time
Project
Task
Role
Mon
Tue
Wed
Thu
Total
6.0
4.0
4.0
Add entry notes
Notes help approvers understand the work.
Billing panelSuggested bill: $8,420
Task name
Fee
% Add
Total %
Bill
Design Development
$125,000
20%
$25,000
Construction Admin
$64,000
35%
$22,400
Topo Survey
$89,000
15%
$13,350
Approve invoices
Project name
Client name
Amount
Start date
End date
Oak Ridge Expansion
Greenline Civil Group
$25,000
06/01/24
06/14/24
Downtown Utility Study
MetroWorks
$22,400
06/03/24
06/17/24
West Loop Drainage
Harbor Infrastructure
$13,350
06/05/24
06/19/24
Send invoices
Invoice #
Emails
261001.01
Recipients - 261001.01
Choose which emails to send. All checked emails will receive the invoice.
Richard Sullivan • rsullivan@clientcompany.com
Contact
Real-time visibility into project performance, backlog, and profitability without exporting to Excel.
See fees vs. costs in real time
Understand how earned fees compare to labor and expenses so you can spot issues before they become write-offs.
Plan work with confidence
Track backlog, proposals, and upcoming work to understand capacity and make smarter hiring decisions.
Know how teams and projects perform
View results by project manager, office, or project to keep teams aligned and accountable.
"Turns the entire billing process into MAYBE a 15 minute exercise." - Nashville-based Civil Engineer
Billings & Invoicing
Project work into invoices in minutes
Billing week shouldn’t mean chasing hours, exporting spreadsheets, and building invoices from scratch. Trident keeps billing connected to your projects and time entries so invoices are ready when you need them.
Bill the way A/E firms actually work
Bill by phase, task, or agreement type — whether your projects are fixed-fee, hourly, or a mix of both.
Never miss billable time
Quickly review approved time and reimbursables for the billing period so nothing slips through the cracks.
Create client-ready invoices instantly
Apply markups, customize formatting, and generate polished invoices without manual formatting or copy/paste.
Time & expense
Time tracking your team will actually use
Accurate billing starts with accurate time. Trident makes it easy for your team to log hours, add context, and submit entries — without creating extra admin work.
Capture the full story behind the work
Add notes to every entry, review submissions, and make quick edits before approval so billing always has the right context.
Flexible billing rates
Assign multiple billing rates by role to handle any billing-rate scenario.
Track PTO and availability
Keep visibility into time off and team capacity so projects stay staffed and schedules stay realistic.
"Hearing one of our PMs share that he’s regained at least 10% of his time to focus on other priorities thanks to streamlined time tracking and billing was especially telling." - Dallas Civil Firm, Urban Strategy
What firms are saying
Real feedback from teams using Trident.
“As a startup civil engineering firm, researching project management/invoicing software was overwhelming.
The pricing put most everything out of reach. Our line of work requires progress invoicing, and Quickbooks
was a pain to run that through. Trident has proven to be an excellent project management and invoicing tool for us.”
“As a multi-office firm, having everything organized and consistent in one system has made a major difference
in how smoothly our projects flow from start to finish. Trident has become an essential tool for keeping our workflows
clear, accurate, and on track.”
“Just wanted to drop you a note to let you know how awesome the automatic email function is. Turns the entire billing
process into MAYBE a 15 minute exercise. Thanks again for continuing to make improvements and refinements!”
“Hearing one of our PMs share that he’s regained at least 10% of his time to focus on other priorities thanks to streamlined
time tracking and billing was especially telling.”
“We use it to reference metrics on old jobs to base new proposals off of, track hours with detailed breakouts for hourly jobs,
and project workload to determine appropriate staffing. The support and responsiveness we receive from the team are unparalleled.”
"Who knew that managing a field crew calendar could be so simple and easy to adjust!!"
“Some of the latest refinements (analytics, enhanced projections module, etc.) are really top-notch while still being basic/user-friendly enough to be worth my time, even at my scale.
Honestly, some of the functionality, particularly with regard to invoicing, is better than Deltek Ajera.”
Simple pricing that grows with your firm.
Start with a 14-day free trial and explore the full platform — no contracts or hidden fees. Pricing is seat-based with a $100 monthly minimum, and you can add or remove users anytime as your firm grows.
Your 14-day trial includes full access to the entire platform. Invite your team, set up projects, and explore the workflow. You won’t be charged if you cancel before the trial ends.
What’s involved in getting started?
Trident is fully self-serve. You can create your workspace, invite your team, and start setting up projects in minutes. Our team is always available if you need help or want a guided setup.
Does Trident integrate with Quickbooks?
Yes. Invoices created in Trident can be sent directly to QuickBooks, eliminating double entry and keeping your accounting workflow intact.
Can we change user counts later?
Absolutely. Add or remove users anytime. Changes are prorated on your next billing cycle and there are no long-term contracts.
Ready to replace the spreadsheets?
Join A/E firms who’ve replaced spreadsheets, streamlined billing, and taken control of their project workflows.
Thank you for your interest! We will be reaching out soon to further discuss your needs.