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Answers to the questions that shape a decision
Start with the question you need to settle. These answers are short so you can find the right detail, check the current scope and ask us about your own setup.
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The questions that shape a decision
What does DAY ONE help a services firm run?
It carries the commercial work from scoping and proposal through delivery, time, WIP and invoicing. See How it works.
Do we need an existing Salesforce org?
On Salesforce; works with your Salesforce org, or available as a bundled edition if you don't use Salesforce. Compare the editions.
Is DAY ONE an accounting platform?
No. It supports the work and invoice decision before the accounting handoff. See Invoicing and WIP.
How long does a Quickstart take?
About 30 days for a straightforward scope with a sponsor and core team involved. Wider migration and custom connections need their own plan. See Quickstart.
How do we know the first scope is working?
The customer and delivery team agree a representative workflow, evidence, billing handoff, user readiness and owner sign-off before calling it ready. See the acceptance approach.
Can we discuss our own workflow?
Yes. Tell us the handover or billing decision you want to inspect.
Where do current users find instructions?
Current users email support. The Help page is not live yet.
How long does an enquiry take to answer?
A person on the DAY ONE team picks up your enquiry and talks it through with you. No reply time is promised.
Is there a free trial or demo environment?
There is no public trial or free version. We show DAY ONE on seeded demo data in a conversation.
Can we send an invoice without connecting accounting software?
Yes. DAY ONE can send invoices independently; CSV export is the fallback. See Invoicing and WIP.
Which accounting systems connect?
Xero connects, in both directions. Invoices, credit notes, credit allocations, contacts and ledger codes go to Xero, and updates come back, including payment status. QuickBooks and MYOB are not available yet. See Integrations.
Does DAY ONE hold its own security certifications?
No. Salesforce service attestations belong to Salesforce and apply within their stated scope. Ask for the current Security Pack for the DAY ONE service and your deployment. Read Security.
Can an AI assistant change a record without review?
No. Each AI skill is built to show a preview and write only after a person approves. Time entries are saved as drafts. Skills never delete or merge records, and read each record back after writing it. See AI skills.
The platform
What DAY ONE does, stage by stage
Is DAY ONE a PSA?
DAY ONE does the job a PSA does for the commercial chain: contract, delivery, time, work in progress and invoice. It runs on Salesforce, next to your accounting platform.
Source: How it works
Do we need our own Salesforce org?
No. DAY ONE Platform includes Salesforce; DAY ONE for Salesforce works with an existing org. Compare the editions
Source: How it works
Does DAY ONE replace our accounting platform?
No. DAY ONE handles the operational and commercial record through invoicing. You can send invoices without an accounting integration, with CSV export as a fallback. Where you connect an accounting platform, invoices are pushed from Salesforce and updates come back.
Source: How it works
How long does it take to get started?
Quickstart is the route to a working Prospect to Payment flow in about 30 days for a straightforward scope. It needs a sponsor who can decide, a core team available weekly and standard-first configuration. See Quickstart
Source: How it works · Also on The professional services platform for firms that win, deliver and bill
What happens when we get in touch?
Tell us which handover, billing or reporting question matters to you. A member of the team will talk through the relevant Prospect to Payment steps and answer questions about your Salesforce setup and current tools.
Source: How it works
Who owns the data, and where does it sit?
You do. With your own Salesforce org, your data is held in that org. With the bundled edition, it is held in a Salesforce org provided for you. You own it. See Security.
Source: How it works
How is DAY ONE different from Sales Cloud or Service Cloud?
Sales Cloud runs the opportunity. DAY ONE runs the work after it: contract, delivery, time, work in progress and invoice. They work together on Salesforce.
Source: How it works
How do we start, and what does it cost?
Start with Quickstart. List prices start from A$17 per user per month for a Consultant licence on DAY ONE for Salesforce, excluding GST, billed annually. See Pricing.
Source: How it works
Can we start from a standard proposal?
Yes. Proposal templates are created for your business, by hand or with DAY ONE AI Skills. Skills let your own AI assistant, connected to Salesforce through its MCP connector, help draft them. Your team reviews the result.
Source: Scoping & Quoting
Can finance check the rule behind an invoice line?
Yes. Each invoice line links back to the billing rule and approval behind it. See Invoicing and WIP.
Source: Scoping & Quoting
Do we have to replace our existing delivery tools?
Not necessarily. Replace overlapping tools to simplify and cut cost, or keep what you need while DAY ONE governs billing and finance in one place.
Source: Scoping & Quoting · Also on Delivery & Time
Can we see where a proposal differs from our standard terms?
Yes. DAY ONE records where a proposal differs from your standard terms, and shows the difference.
Source: Scoping & Quoting
Which billing models can a proposal use?
A contract can bill fixed price (on signature, upfront or on completion), by milestone, or by time and materials, with approved expenses on the same invoice run. Each contract in an engagement carries its own model, so models can be mixed in one engagement.
Source: Scoping & Quoting
How are rates chosen, and can they differ by person or client?
Rates come from a price list, set for a client or a contract. Each engagement rate takes a discount, and a person's assignment can carry its own rate. The rate on the invoice line is the one recorded on the time entry. Rates lock once the contract is signed or time is logged.
Source: Scoping & Quoting
Do we need Salesforce to use Scoping and Quoting?
On Salesforce; works with your Salesforce org, or available as a bundled edition if you don't use Salesforce. Which edition fits depends on whether you already run Salesforce. Compare editions.
Source: Scoping & Quoting
Can an AI assistant help set up an engagement from a proposal, and who checks it?
Yes. AI Skills let your own AI assistant draft an engagement or catalogue from a proposal, brief or meeting notes. It reads your catalogue and templates, shows the full proposed record set, and writes nothing until a person approves. See AI skills.
Source: Scoping & Quoting
Can a delivery lead see what was agreed?
Yes. The engagement you proposed is the engagement you deliver. Proposals, scheduling and task boards use the same data model, so delivery works from what was agreed.
Source: Delivery & Time
How is time checked before billing?
Manager approval of time is optional: time can be approved by a manager or approved automatically, set as a process rule for each business unit. The resulting billing state is covered on Invoicing and WIP.
Source: Delivery & Time
How does this connect to invoicing and WIP?
Time and delivery activity stay linked to the engagement and billing rules, so WIP and invoices are traceable.
Source: Delivery & Time
What if a client asks for more work?
An extra-work request is created as a new contract inside the existing engagement, using the same process as the original.
Source: Delivery & Time · Also on For operations and delivery leaders
What decides whether a time entry is billable?
Each contract says whether billable time, non-billable time or both are allowed; if both, the person logging chooses. A manager can approve time, or the business unit can auto-approve it. Time over a capped budget is blocked or sent for approval, and finance can reclassify an entry before invoicing.
Source: Delivery & Time
Can people log time against a task on the board?
Yes, from a task on the board with Log Time, or in the weekly time card.
Source: Delivery & Time
Can we see risks, issues and decisions against an engagement?
Governance Central holds risks, issues, decisions, actions, assumptions and dependencies against an engagement, each with an owner, status and commentary. Items can link to a contract, milestone or deliverable. People with the manage-engagements permission edit them; others read.
Source: Delivery & Time
Can we place people onto engagements?
Yes. People are placed onto the engagements they work on.
Source: Resourcing
Is time logged against the engagement?
Yes. Time is measured, tracked and logged against the engagement, on a time entry screen where the contract’s business rules are controlled.
Source: Resourcing
Does time need approval?
A manager can approve time before it is billed, or it can approve automatically. It is set as a business unit process rule.
Source: Resourcing
Are reminders and reports included?
Yes. Reminders and reports come out of the box.
Source: Resourcing
Does logged time feed billing?
Yes. Logged time runs into invoicing out of the box, so billing draws on it.
Source: Resourcing
Can we see who is over or under-allocated?
The Supply and Demand screen shows each person's planned hours per week against their expected weekly hours, in green, yellow or red. It reports planned hours only and predicts nothing.
Source: Resourcing
Do we need perfect time capture?
No, but stronger time governance improves accuracy and trust.
Source: Resourcing · Also on Invoicing & WIP
Do engagements carry roles and rates?
Yes. An engagement carries roles with rates, and a person is placed at a role.
Source: Resourcing
Can DAY ONE support fixed-fee, milestones, retainers, and T&M?
Time and materials, milestone billing, fixed price (on signature, upfront or on completion) and approved expenses all run in one invoice run. Several models can sit under one client, each on its own contract. Retainers are discussed in a conversation, not listed as a feature.
Source: Invoicing & WIP
How does invoicing trace back to time, costs, and contract rules?
Each invoice line links back to its source entries, billing rule and approval, so a charge can be explained from the record.
Source: Invoicing & WIP
Do we have to replace our accounting platform?
No. You keep your accounting system.
Source: Invoicing & WIP
Can we connect our accounting system?
Yes. Invoices are pushed from Salesforce to your accounting platform and updates come back, so the sync runs both ways. We confirm the data flow and setup for your accounting process during scoping.
Source: Invoicing & WIP
How are GST and GL codes handled?
GST follows the business unit and regional settings. GL codes can default per business unit and be set per client when required.
Source: Invoicing & WIP
Does DAY ONE prepare BAS?
DAY ONE applies GST on each invoice line. Business Activity Statements are prepared in your accounting ledger, not in DAY ONE.
Source: Invoicing & WIP
Is there a dashboard for each part of DAY ONE?
Yes. Every object and page has an out-of-the-box dashboard that gives context for the record you are viewing.
Source: AI & Analytics
Can the dashboards be extended?
Yes. They work out of the box and can be extended to fit your business. Tell us what you want to see.
Source: AI & Analytics
Is there a view across the firm?
Yes. The Business Units view charts utilisation and capacity by month.
Source: AI & Analytics
Who can see the dashboards, and can we limit them by role?
Dashboards follow Salesforce object and field access, so people see what their permissions allow. Margin and cost figures need a separate permission. You can limit by role through permission sets. See Security.
Source: AI & Analytics
Does DAY ONE predict margin, utilisation or write-offs?
No. DAY ONE reports what the record shows: budget, consumed time, work in progress and margin fields. It does not forecast margin, utilisation or write-offs.
Source: AI & Analytics
Pricing, editions and getting live
Cost, licences, Quickstart and acceptance
Do we need to buy Salesforce separately?
No, if you choose DAY ONE Platform. It includes the Salesforce Platform. DAY ONE for Salesforce uses your existing org.
Source: Editions and licences
Can one business hold both Consultant and Manager licences?
Yes. Each person is a Consultant or a Manager, and one business can have both. The Consultant licence keeps cost low for the people who log time every day, and the Manager licence gives full access to the people who run the business.
Source: Editions and licences
Is there an AI add-on?
No. DAY ONE has no separate AI add-on. You can connect your own AI assistant through Salesforce's connector and install the DAY ONE skills.
Source: Editions and licences
What does “per user per month” mean?
Each licence has a monthly rate for one person. DAY ONE is billed annually. Your quote combines your edition with your Consultant and Manager counts, then shows the monthly and annual licence totals.
Source: Pricing
Are the prices in Australian dollars, and do they include GST?
The default price is in Australian dollars and excludes GST. The currency switch shows the published US dollar list, which is not a live exchange conversion. Both show prices per user per month, billed annually, and your quote labels the currency.
Source: Pricing
What is the difference between a Consultant and a Manager licence?
A Consultant licence is a lower-cost licence that gives the people who deliver the work everything they need to do it. A Manager licence gives full platform access, so the people who run the business can work end to end. Most firms use a mix of both. See what each licence covers
Source: Pricing
Do we need our own Salesforce licences?
DAY ONE Platform includes the Salesforce Platform. DAY ONE for Salesforce works with an existing Salesforce org. On Salesforce; works with your Salesforce org, or available as a bundled edition if you don't use Salesforce. We confirm the right edition and any Salesforce licence implications for your setup before you order.
Source: Pricing
What does Quickstart cost?
Quickstart is scoped with your team. Setting up the Xero connection is included. No figure is published.
Source: Pricing
Is support included?
Yes. Standard support is included with every licence: email support, with guides and self-service material. Premium support is an optional annual addition for firms that want a named point of contact, scheduled Q&A sessions and an annual healthcheck workshop.
Source: Pricing
Do you publish a price, and what is it?
Yes. From A$17 per user per month for a Consultant licence on DAY ONE for Salesforce, excluding GST, billed annually. DAY ONE Platform, which includes Salesforce, and Manager licences cost more. The calculator prices your mix.
Source: Pricing
Is there a free trial?
There is no public trial or free version. We show DAY ONE on seeded demo data in a conversation. Discuss your business.
Source: Pricing
Is this a final order price?
No. The result is an indicative licence quote from the edition and people you enter. We confirm your setup, access needs and any services before an order is agreed.
Where do the assumptions come from?
They are DAY ONE’s working assumptions for a firm that runs quoting, delivery, time and billing from one system of record: back-office work reduced by 30 to 50%, half an hour to an hour and a half a week back from double entry for each person outside the back office, and invoices out within 3 to 5 business days of month-end. Each one is shown with its range and you can drag it. The page opens on the conservative case. We confirm them with you before any order. They are not forecasts or guarantees.
Why can the payback look short?
The licence is small next to the time it is set against, and that time is capacity valued at your cost, not cash in hand. For a cash view, read the payback on the tools you retire alone, and add your Quickstart figure if you have one. Rowland’s 3.1 months is a result Rowland reports for one firm; your case here is hypothetical, worked from your own figures.
What do I need to enter?
Your people, for the price. For the business case, figures you usually know: annual revenue, team utilisation, the yearly cost of a back-office role and when invoices go out today, plus any tools you would retire. Everything else is an assumption we show.
Why is the cash from invoicing sooner not in the payback?
It arrives once, when your invoices move earlier, and does not repeat each year. We show it on its own so the payback rests on value that recurs.
When do you ask for my details?
Only if you want a copy emailed to you or saved as a PDF. Your licence price and your business case show on this page without a form.
Does the result include Quickstart?
Not unless you add it. Quickstart is scoped with your team and has no published price. If you have a figure, enter it as your one-off set-up and the payback counts it. The licence total never includes it. See how Quickstart works
What if our scope is not straightforward?
We plan the first footprint with you. Extensive data migration, several custom integrations or a complex identity change are planned separately, not squeezed into four weeks.
Source: Quickstart
Is the accounting integration included?
Yes. It is in scope for Quickstart. It depends on external systems and sometimes other teams or partners, so the timing carries more risk than the rest. We need someone who can give access and confirm how your accounts are coded. DAY ONE follows the Quickstart scope through to completion with you.
Source: Quickstart
What data do we need to bring?
The people, customers, services, rates, commercial rules and live engagements in your first footprint. We check relationships and gaps with you before anything goes live.
Source: Quickstart
Who needs to be involved from our team?
A sponsor who can decide, plus people who know sales, delivery, finance and your current systems. They need time each week to supply data, test and learn.
Source: Quickstart
What happens in week 4?
We review the operating flow, rehearse or run the billing step, and record what is done, what is open and who owns the next action.
Source: Quickstart
Do we need Salesforce today?
No. On Salesforce; works with your Salesforce org, or available as a bundled edition if you don't use Salesforce.
Source: Quickstart
What does Quickstart cost, and what is included?
Quickstart is scoped with your team, and the scope sets what is included. Setting up the Xero connection is part of it. No price is published. Work outside the scope, such as a large migration, is scoped separately.
Source: Quickstart
Who owns our data, and what happens if we leave?
You own your data. With your own Salesforce org it stays in your org; with the bundled edition it sits in a Salesforce org provided for you. Salesforce's Data Export Service lets you export it. See Security.
Source: Quickstart
Who agrees what is in scope?
Your sponsor and DAY ONE agree the first operating footprint before work starts. The acceptance record names the teams, workflow and any exclusions.
Source: Quickstart acceptance criteria
Do we have to send a set number of invoices?
No fixed invoice count is proposed for the public Quickstart example. We check the billing path using your real cycle. If the first live invoice is later, we record the rehearsal and the date for the live review.
Source: Quickstart acceptance criteria
What if a check is not ready?
We record the gap, its owner and the next action. Your sponsor can see what has been demonstrated and what remains open.
Source: Quickstart acceptance criteria
What does the handover include?
The agreed records, completed walkthroughs, training, open items, support route and next review date.
Source: Quickstart acceptance criteria
Do we need the accounting connection live to be accepted?
Not required. Acceptance covers invoices sent without an accounting connection. A connection is phased in afterwards.
Source: Quickstart acceptance criteria
Accounting and integrations
Xero, the tools you keep and the handoff
Do we have to replace our current tools?
No. Replacement is optional. DAY ONE can consolidate overlapping systems, and it can coexist with the tools you keep.
Source: Integrations
Are integrations required to go live?
No. You can go live first and add connections in phases. DAY ONE can send invoices without an accounting integration, and CSV export is available as a fallback.
Source: Integrations
Which tools does DAY ONE connect to today?
Gmail, Outlook, Exchange, Google Drive, SharePoint, Mailchimp and Jira are live and working. AI assistants connect through Salesforce's connector and the DAY ONE skills; not every assistant can host them. The Integration Hub is built to connect to anything with an API, in both directions, and we scope each connection with you.
Source: Integrations
Which accounting platforms connect?
Xero is live, in both directions. QuickBooks and MYOB are not available as integrations today. For another platform, tell us which API your Salesforce org can reach and which records need to move. We scope the mapping, controls and effort.
Source: Integrations
Is every connection automatic?
With Xero, an invoice moving to Sending posts it. For other connections the trigger, mapping, permissions and exception process depend on the system and your configuration, and we confirm them during scoping.
Source: Integrations
How do you avoid duplicate or conflicting data?
We agree a system of record for each data type, then sync and link accordingly.
Source: Integrations
Can you connect other Salesforce apps and AppExchange products?
Typically, yes. If it integrates with Salesforce, we can usually connect it so the operating record stays governed. We confirm each one during scoping.
Source: Integrations
How are GST and BAS handled?
GST is applied on each invoice line as the invoice is built. DAY ONE does not prepare BAS; that stays in your accounting platform. What reaches the ledger is traced to time, costs, approvals and contract rules.
Source: Integrations · Also on For CFOs and finance leaders
Security and AI
Controls, data, assistants and skills
Does DAY ONE hold Salesforce's certifications?
No. Salesforce's attestations, which include ISO 27001, SOC 2, SOC 3 and CSA STAR, describe Salesforce services within their stated scope. We provide the relevant platform references and explain the controls DAY ONE and your team manage.
Source: Security
How is data encrypted?
TLS 1.2 or higher in transit. Encryption at rest is available through Salesforce Shield Platform Encryption, an add-on, if you need it. Whether it applies depends on your licence and configuration.
Source: Security
Where is data stored?
In Salesforce data centres, in the region associated with your Salesforce instance. A specific region must be confirmed against your contract and setup.
Source: Security
How do you control access?
Multi-factor authentication, roles and permission sets, single sign-on options through your identity provider, session controls and login monitoring, all through Salesforce.
Source: Security
Where are recovery targets and availability commitments stated?
The applicable backup and recovery responsibilities, including any committed targets, belong in the current service and contract documents. Any availability commitment specific to your subscription is set out in your agreement.
Source: Security
Can we export our data and migrate off the platform?
Yes, through Data Export Service, Data Loader, APIs or AppExchange tools. Migration is feasible with structured mapping of objects, fields and relationships.
Source: Security
Where does AI data go?
With AI skills, your Salesforce data goes to the AI vendor you choose, under your agreement with them. DAY ONE is not the processor. Our approach to AI explains the data boundary.
Source: Security
Can we get a Security Pack or a completed security questionnaire?
There is no separate pack. The detail is on this page, and a specific question can be sent through the form. A person answers it.
Source: Security
What does an AI assistant do with DAY ONE?
It reads your email, calendar and documents, and what is already in Salesforce. It drafts the change in DAY ONE's structure and shows you a preview. The skill asks for your approval before it writes.
Source: AI that works inside your delivery system, not beside it
Who approves the work?
You do. All six skills show a preview, and each skill asks for your approval before it writes. Time Logger saves drafts for you to submit.
Source: AI that works inside your delivery system, not beside it · Also on Your assistant drafts the work. You approve it.
Can the AI delete or merge my records?
No. Nothing is deleted and nothing is merged. Each skill declares the records it may touch and refuses anything outside that.
Source: AI that works inside your delivery system, not beside it
Where does my data go?
With skills, your Salesforce data goes from your org to the AI provider you choose, under your agreement with them. Skills connect through Salesforce's own MCP connector, signed in as you. DAY ONE does not host an MCP server and is not the processor.
Source: AI that works inside your delivery system, not beside it
Do I need Salesforce?
On Salesforce; works with your Salesforce org, or available as a bundled edition if you don't use Salesforce. Skills work with DAY ONE in your own Salesforce org, using an AI assistant that supports them and Salesforce's MCP connector. See the AI skills.
Source: AI that works inside your delivery system, not beside it
What is a skill?
A packaged set of instructions your AI assistant follows against your DAY ONE org. It runs in your assistant, when you invoke it.
Which assistants can run skills?
Skills run in your own AI assistant, connected through Salesforce's MCP connector. Not every assistant can host them; consumer ChatGPT on the web cannot. We confirm your assistant before setup. See what you need.
What can a skill see?
What you can see. A skill runs when you invoke it and works with the records your Salesforce user can reach.
Does DAY ONE host the connection?
No. The connection is Salesforce's own MCP connector plus the skill files, authenticated as you. Your data goes from your org to the AI provider you choose, under your agreement with them.
Do I need the DAY ONE package?
For every skill except CRM Sync, yes. CRM Sync works in any Salesforce org. See our approach to AI.
Which AI assistants can we use?
Skills run in the assistant you already use, connected through Salesforce's MCP connector. Not every assistant can host skills; consumer ChatGPT on the web cannot. We confirm your assistant and first task before setup. See what skills need.
Source: AI assistants and MCP
Does the assistant see every record?
No. The signed-in user's Salesforce permissions and the tools the connection exposes limit what it can reach. Connected sources and the assistant provider need their own review. How access is controlled.
Source: AI assistants and MCP
Will the assistant change records on its own?
No. All six DAY ONE skills show a preview, and each skill asks for your approval before it writes. Whether another tool can write depends on the tools you expose, so read or write scope is a choice made at setup.
Source: AI assistants and MCP
Does DAY ONE host an MCP server?
No. The connection is Salesforce's own MCP connector plus the DAY ONE skill files, authenticated as the user. Your data goes from your org to the AI provider you choose, under your agreement with them. This page covers DAY ONE in your own Salesforce org.
Source: AI assistants and MCP · Also on For Salesforce leaders
How is this different from Our approach to AI?
Our approach to AI sets out the principles and where your data goes. This page covers the connection: how an assistant signs in, what it can reach and what to settle first.
Source: AI assistants and MCP
Is the result a rating of our AI technology?
No. It examines the operating records and controls that AI would rely on. A strong tool cannot repair an unclear commercial process by itself.
Source: AI Readiness Check
Can one high total hide a weak control?
Yes. The five critical questions add a visible warning if any scores below 3, even when the total falls in a higher band.
Source: AI Readiness Check
Do we need DAY ONE to use the result?
No. Discuss the result with the people who own your sales, delivery and finance handovers, then decide what to improve first.
Source: AI Readiness Check
By industry
Questions specific to your kind of firm
Which industry page should I read?
Start with the one closest to how you bill. If two fit, read both: the pages share the same six stages and differ in the examples and questions each industry asks first.
Source: The professional services platform for firms that win, deliver and bill
Is DAY ONE the same product for every industry?
It is one product and one data model for every sector. What differs is configuration: templates, rates, terms and approvals, set per business unit. DAY ONE sets this up with you during Quickstart, or a delivery partner does.
Source: The professional services platform for firms that win, deliver and bill
What if our type of firm is not listed?
DAY ONE fits firms that sell expertise and bill by fixed fee, milestone, time or a mix, whatever the label. If your type of firm is not listed, tell us how you sell and bill. Discuss your business.
Source: The professional services platform for firms that win, deliver and bill
Can we see a customer in our sector?
Rowland, a PR and communications firm, is the one customer story we publish. We name other customers only with their permission, so there are no other names yet. Rowland case study.
Source: The professional services platform for firms that win, deliver and bill
Do we need Salesforce already?
On Salesforce; works with your Salesforce org, or available as a bundled edition if you don't use Salesforce. Editions.
Source: The professional services platform for firms that win, deliver and bill · Also on Accounting, Architecture, Engineering and environmental, IT managed services, Legal, Management consulting, Marketing and advertising, Operations and advisory consulting, PR and communications, Salesforce consultancies
Do we have to replace our accounting system?
No. DAY ONE connects to your accounting ledger, today Xero, and invoices can also be sent without an accounting integration.
Source: The professional services platform for firms that win, deliver and bill · Also on Accounting, Architecture, Engineering and environmental, IT managed services, IT services and consulting, Legal
Is DAY ONE our practice management system?
DAY ONE holds the commercial record: the agreement, the work in progress and the billing run. Whether it sits beside your practice system depends on what that system does today, so we map that first, before any change.
Source: Accounting
Can fixed-fee and time-based clients sit in the same practice?
Yes. A fixed-fee engagement bills on a schedule (on signature, upfront or in arrears), and time-based work is billed at rates set through a price list and an engagement rate. Tell us how your engagements are billed and we will walk through a billing run with you.
Source: Accounting
What happens to an item that is not ready to bill?
Time and expenses are approved before they are billed. Until then the item stays visible in work in progress, which is kept as a ledger that entries are added to, not overwritten.
Source: Accounting
Does DAY ONE handle GST, and does it do BAS?
DAY ONE applies GST on invoice lines. It does not prepare BAS: that stays in your accounting ledger.
Source: Accounting
Is our clients' data secure and where is it held?
Client data is held in a Salesforce org (your own, or one provided with the bundled edition), and access follows the permissions you assign. We make no universal data-location promise; the region is that of your Salesforce instance. Security.
Source: Accounting
What does DAY ONE cost?
Pricing is per user per month, billed annually, by user type. From A$17 for a Consultant licence on DAY ONE for Salesforce, excluding GST. The calculator prices your mix. Pricing.
Source: Accounting · Also on IT managed services
Can we work stage by stage?
Yes. Each stage can be set up as a milestone, and milestone completion is approved before it is billed. Bring a project with two stages and we will walk through how the current product records them.
Source: Architecture
What if the brief changes during a stage?
A signed contract is not edited in place. An agreed change is a new contract in the existing engagement, signed again. Ask us to walk through it on one of your projects.
Source: Architecture
Does DAY ONE replace our design tools?
No. DAY ONE is the commercial and delivery record around the work, not drawing or modelling software.
Source: Architecture
Can architects, engineers and consultants work on one engagement at different rates?
Yes. An engagement holds roles, each with its own rate, and people are placed at those roles. Several disciplines can work on one engagement at different rates. No automatic variation billing is claimed.
Source: Architecture
Can we see budget against fee by stage?
Yes, budget, consumed revenue and remaining budget show at contract, milestone and deliverable level. Margin fields exist but no margin result is promised.
Source: Architecture
What does onboarding look like for a practice with live projects mid-stage?
Quickstart brings in the live engagements the first scope needs. You set a migration budget and the month invoicing starts from DAY ONE. Large historical migration is scoped separately. Quickstart.
Source: Architecture
Can project directors see unbilled work across projects?
Yes. Work in progress is a register by engagement, with unbilled value on engagements and portfolios. Reports are standard Salesforce reports that you can create and change yourself. What people see follows their permissions.
Source: Engineering and environmental
Can we bill by stage or by percent complete?
Each stage can be set up as a milestone, and milestone completion is approved before it is billed. If you bill on percent complete, bring an example and we will show you how the current product handles it.
Source: Engineering and environmental
How do a subconsultant's costs reach the invoice?
Supplier costs appear on an invoice as their own traceable lines, with a markup over unit cost where one applies. Bring a subconsultant example and we will show how the current product records it.
Source: Engineering and environmental
What if the scope of a stage changes?
A signed contract is not edited in place. Extra work agreed with the client is a new contract in the existing engagement, signed again. Ask us to walk through it on one of your projects.
Source: Engineering and environmental
Does it replace our engineering or site software?
No. Your technical tools stay as they are. DAY ONE holds the stages, time, costs and billing of a project.
Source: Engineering and environmental
Where is project data held and who can see it?
Project data is held in a Salesforce org (your own, or one provided with the bundled edition). People see records according to the permission sets you assign. Security.
Source: Engineering and environmental
Is DAY ONE a service desk?
No. DAY ONE is not a service desk or a monitoring tool. Support requests are triaged into it as tasks to log and track, and it carries the commercial side of that work, from scope and time to the invoice.
Source: IT managed services
Can one client's work be invoiced on its own?
The client's Invoice Level (client, engagement or contract) sets how work is grouped on an invoice, with a per-contract override. Ask us to show you with one of your clients.
Source: IT managed services
Does it connect to our PSA, ticketing or RMM tools?
DAY ONE is not a service desk, PSA replacement or monitoring tool. It does not connect to ticketing or remote-monitoring tools today. It runs the commercial record for client work.
Source: IT managed services
Can projects, advisory and support work sit in one client relationship?
Yes. Each kind of work can be its own contract in one engagement, so a programme, its advisory work and the support after go-live share one record. Milestone, time-and-materials and expense work bill in one invoice run, and fixed-fee work accrues in work in progress. Bring one of your programmes and we will show you.
Source: IT services and consulting
How do we handle a change in scope?
Extra work agreed with the client is a new contract in the existing engagement; a signed contract is not edited in place. Ask us to walk through it on a recent programme of yours.
Source: IT services and consulting
Can we bill a retainer or a fixed price support contract after go-live?
Yes. A retainer is tracked for unders and overs, with additional work billed on top, and a fixed price support contract is tracked against the hours logged to it. Bring one of yours and we will show you.
Source: IT services and consulting
How is this different from IT managed services?
This page is for a firm that delivers advisory and project work and then supports the client. IT managed services covers a provider running a book of clients on support work. DAY ONE is not a service desk or a monitoring tool.
Source: IT services and consulting
Does DAY ONE replace Jira, Asana or our ticketing tools?
That is your choice. DAY ONE has enough to track tasks, backlog, boards and releases, but it is not a full product management tool like Jira. What it adds is a connection to your record of delivery and commerce. You can replace your current tool or keep it and integrate it: the integration hub supports both.
Source: IT services and consulting
How does it work with the Salesforce we already run?
On Salesforce; works with your Salesforce org, or available as a bundled edition if you don't use Salesforce. DAY ONE is a managed package installed by package version.
Source: IT services and consulting
Can AI help us draft a statement of work or a change request?
Yes. AI Skills can draft an engagement or a contract change from a brief, and show the full change for review. A person approves before anything is written. Nothing is sent or signed by the assistant.
Source: IT services and consulting
Is DAY ONE a legal practice management system?
DAY ONE runs the matter, your word for the work and recorded as an engagement, as a project: its stages, the tasks and deliverables each person owns, the time logged to them, and the bill built from it. It does not handle trust accounting, conflict checks or compliance obligations, so keep the systems you use for those.
Source: Legal
Does DAY ONE handle trust accounting or legal-compliance obligations?
No. DAY ONE does not handle trust accounting and makes no legal-compliance claim. Trust accounts stay in your trust system.
Source: Legal
Can we bill some matters as a fixed fee and others on hours?
Yes. A matter can be set up as fixed fee, staged by milestone, time and materials, or a retainer, and several can sit in one matter. Fixed-fee schedules can bill on signature, upfront or in arrears.
Source: Legal
How does the team log time?
Time is logged to the task. A lawyer finds the task, opens its menu and chooses Log Time. Time is approved before it is billed, and work in progress is logged against all the work.
Source: Legal · Also on Management consulting, Marketing and advertising, Operations and advisory consulting, PR and communications
What happens when the client widens the scope?
Extra work agreed with the client is a new contract in the existing matter; a signed contract is not edited in place. Ask us to walk through it on a recent matter of yours.
Source: Legal
Is client and matter data confidential, and who can see it?
Matter data is held in a Salesforce org (your own, or one provided with the bundled edition) and visible only to people your permission sets allow. No compliance claim is made. Security.
Source: Legal
Can we keep our own methodology and still tailor each proposal?
Yes. Proposal templates are created for your business, so each proposal starts from your standard approach and is tailored for the client in front of you. Once a contract is signed it is locked, and a change is a new contract in the engagement.
Source: Management consulting
Can one engagement mix advisory and delivery work with different fee types?
Yes. Fixed price, milestone, time and materials and retainer contracts can sit in one engagement. Milestone completion goes through an approval step before it bills.
Source: Management consulting
What happens when the client asks for more?
Extra work agreed with the client is a new contract in the existing engagement; a signed contract is not edited in place. Ask us to walk through it on a recent engagement of yours.
Source: Management consulting
Is DAY ONE a full project management tool?
DAY ONE has enough to track the tasks, deliverables and time of an engagement, and the billing that follows, but it is not a full project management suite. You can replace your current planning tool or keep it and integrate it: the integration hub supports both.
Source: Management consulting · Also on Salesforce consultancies
Can we see utilisation?
The Business Units view charts utilisation and capacity by month, from recorded time. It reports what was recorded, so it is only as complete as the time your team enters.
Source: Management consulting
Does this replace our accounting system?
No. DAY ONE runs the client-work and invoicing record. It can send invoices without an accounting integration, and can connect to your accounting system where appropriate.
Source: Management consulting · Also on Marketing and advertising, Operations and advisory consulting, PR and communications, Salesforce consultancies
Can small jobs and large campaigns follow the same process, scoped to each client?
Yes. Proposal templates are created for your business, so each proposal starts from your standard approach and is tailored for the client in front of you. A small job and a large campaign are both an engagement with contracts, milestones, tasks, time and an invoice run. Once a contract is signed it is locked, and a change is a new contract in the engagement.
Source: Marketing and advertising
Can one job mix a project fee, a retainer and hourly work?
Yes. Fixed price, milestone, time and materials and retainer contracts can sit in one engagement. Milestone completion goes through an approval step before it bills.
Source: Marketing and advertising
What if the client changes the brief mid-campaign?
A signed contract is not edited in place. Agreed extra work is a new contract in the existing engagement, signed again. Ask us to walk through it on one of your campaigns.
Source: Marketing and advertising
What happens to media or other pass-through costs?
DAY ONE does not have a media-specific or pass-through feature, and there is no client-side approval of costs. What it carries: supplier costs and supplier markup are traced on the invoice line, markup is set on the engagement rate over unit cost, and each line has its own tax. Expenses, supplier costs and disbursements follow separate paths. We review a real example with you.
Source: Marketing and advertising
Do we have to replace our project or creative tools?
DAY ONE has enough to track the tasks, deliverables and time of a job, and the billing that follows, but it is not a full project management suite. You can replace your current planning tool or keep it and integrate it: the integration hub supports both. Creative files, proofing and campaign reporting stay in the tools you use for them.
Source: Marketing and advertising
Can one engagement mix reviewing, advising and running a process?
Yes. Fixed price, milestone, time and materials and retainer contracts can sit in one engagement, so a fixed-fee review, hours of follow-up advice and a retainer afterwards stay on one record. Milestone completion goes through an approval step before it bills.
Can every engagement follow our method?
Yes. Proposal templates are created for your business, so each proposal starts from your standard approach and is tailored for the client in front of you. Each phase becomes a milestone with tasks and deliverables, with an owner, a due date and a priority.
What if the client asks for more part-way through?
A signed contract is not edited in place. Agreed extra work is a new contract in the existing engagement, signed again. Ask us to walk through it on one of your engagements.
Source: Operations and advisory consulting · Also on PR and communications
Does DAY ONE measure our clients' operations?
DAY ONE covers the work of your engagement: the phases, tasks and deliverables, the time logged, work in progress, and the billing. Your clients' own measures, data analysis and reports stay in the tools you use for them, and the report itself is tracked as a deliverable.
Do we have to replace our project tools?
DAY ONE has enough to track the tasks, deliverables and time of an engagement, and the billing that follows, but it is not a full Jira-style project management tool. You can replace your current planning tool or keep it and integrate it: the integration hub supports both.
Source: Operations and advisory consulting · Also on PR and communications, For operations and delivery leaders
Can we start an engagement from a template the same hour?
Yes. Templates are created for your business by you and your implementation partner during onboarding. Open the template for the service, shape it to the client, get it signed, and the team can log time to it and invoice from it the same hour.
Source: PR and communications
Which templates will we have?
The ones your firm needs for the services it sells. You and your implementation partner decide them during onboarding, for example a template for crisis response and another for training.
Source: PR and communications
Can a crisis and a retainer sit in one engagement?
Yes. Fixed price, milestone, time and materials and retainer contracts can sit in one engagement, so urgent work for a client stays on the same record as its ongoing work.
Source: PR and communications
Does DAY ONE install onto our existing Salesforce org?
Yes. DAY ONE for Salesforce works with your existing org. Each user needs a Salesforce licence in your org, and the Platform edition includes it. Deployment and permissions are reviewed with your Salesforce owner.
Source: Salesforce consultancies
Why use DAY ONE instead of building our own tooling?
An internal tool is a product you have to run. It needs an admin to look after it, and every new feature is a build task taken from client work. DAY ONE already covers SOWs, tasks, time, work in progress and invoicing as a product built on Salesforce, so your team builds for clients instead.
Source: Salesforce consultancies
What if our current tool does something DAY ONE does not?
Tell us what it is. Where DAY ONE covers the job, you can retire the tool. Where you keep another tool, the integration hub supports connecting it. We will say plainly which is which.
Source: Salesforce consultancies
Can one SOW mix fixed fee and time and materials?
Yes. Fixed price, milestone, time and materials and retainer contracts can sit in one engagement. Milestone, time and expense work bills in one invoice run, and fixed-fee work accrues in work in progress.
Source: Salesforce consultancies
Can we implement or refer DAY ONE for our clients?
Yes, you can do both. The route is a separate partner conversation, and the partner pages explain how it works. Ask about it in the enquiry form.
Source: Salesforce consultancies
By role
For finance, owners, operations and IT
Can finance see why an item is in WIP?
Each item is added to the WIP ledger against its engagement and cleared as it is invoiced. Ask us to walk through a seeded example of the current product.
Source: For CFOs and finance leaders
Can we send invoices without connecting accounting software?
Yes. DAY ONE can send an invoice independently and export a CSV as a fallback. You can also connect your accounting platform; we confirm the handoff in scoping.
Source: For CFOs and finance leaders
Will this replace our accounting system?
No. DAY ONE is not your ledger and does not recognise revenue. It is the client-work and billing record. Rowland kept Xero for its accounting; your setup depends on your existing systems and processes.
Source: For CFOs and finance leaders
What does it cost, and how do we build a business case?
List prices start from A$17 per user per month for a Consultant licence on DAY ONE for Salesforce, excluding GST, billed annually. Any return figure carries its source, date and sample. Pricing.
Source: For CFOs and finance leaders
Is our financial data secure, and where is it held?
Financial data is held in a Salesforce org (your own, or one provided with the bundled edition), and access follows the permissions you assign. Security.
Source: For CFOs and finance leaders
Does this mean replacing every system?
No. DAY ONE covers the commercial path between winning work and invoicing. Your accounting platform can remain the ledger.
Source: For CEOs and owners
What should I inspect first?
Pick a recent engagement that needed a late scope or invoice decision. Note each place someone had to ask what was agreed.
Source: For CEOs and owners
What does it cost and how long to start?
The Pricing page shows the price list and how your price is built. Quickstart is scoped with your team, so it is not in the licence price. To see what it could mean for your firm, build your business case.
Source: For CEOs and owners · Also on For operations and delivery leaders
How do we start small?
Pick one first scope with an owner, run it through Quickstart, and widen from there. Quickstart.
Source: For CEOs and owners
How do we see what sales agreed?
The engagement holds the scope, rates, billing model, schedule and tasks that were agreed. Delivery reads them from the same record finance bills from.
Does time need manager approval?
Manager approval is optional or can be automatic, set as a process rule for each business unit.
Is this a resourcing tool too?
DAY ONE places people onto engagements and logs their time for billing. If you plan demand and capacity another way now, tell us how and we will say where DAY ONE fits.
How do we avoid chasing people for time entries?
Time can be logged from a task on the board, and the weekly time card shows hours against expected hours. Email reminders go to people with draft time. No utilisation prediction is claimed.
How does our team hand a clear position to finance?
Approved time becomes work in progress. Finance sees it, traces any line to its source, and approves the invoice. Delivery's position and finance's position come from the same record.
Is DAY ONE a managed package?
Yes. DAY ONE is delivered as a managed package, installed by package version in dependency order, starting with Prerequisite. It installs into your existing Salesforce org, or comes with a bundled Salesforce environment on the Platform edition. Your admin can update each package, or we can help with it.
Source: For Salesforce leaders
Does DAY ONE hold Salesforce certifications?
No. Salesforce's attestations apply to the Salesforce services in their stated scope. DAY ONE and your team have separate control responsibilities.
Source: For Salesforce leaders
Which licences do we need?
Every user needs a Salesforce licence in your org; the Platform edition includes it. Salesforce's AI prompt templates need your own Einstein entitlement, and PDF, e-signature and file automations use third-party apps. Do not assume a Salesforce feature is in every edition: we confirm the applicable licence, service and configuration in the security review.
Source: For Salesforce leaders
What does it cost?
The Pricing page shows the price list and how your price is built. Quickstart is scoped with your team, so it is not in the licence price.
Source: For Salesforce leaders
Can we see the integration data flows?
Yes. The diagram above shows the connections documented today, with direction, data type and owner. In the evaluation we confirm each connection for your proposed setup.
Source: For Salesforce leaders
Can we build our own workflows and objects, or add AppExchange apps?
Yes. You can build workflows and automation with Salesforce Flow and Apex, and DAY ONE has its own workflow engine that supports approval processes. The platform licence includes up to 10 custom objects of your own. Because DAY ONE is built on Salesforce, you can also add Salesforce products and AppExchange apps to your org.
Source: For Salesforce leaders
Is there a sandbox for testing and training?
Yes. A sandbox lets you test configuration and workflows, try data migration and train your team without touching production data. Access can depend on your licensing, so we confirm availability and set-up with you.
Source: For Salesforce leaders
Which Salesforce editions are supported?
We check your Salesforce edition with you in scoping.
Source: For Salesforce leaders
The DAY ONE Way and guides
How the work runs, and the guides behind it
Is this a setup method or a product feature list?
Neither. It is a way to test how commercial decisions travel through your firm. The platform pages show how DAY ONE handles each step; this page helps your team map its own work.
Source: The DAY ONE Way cornerstone
Do we need to replace our accounting system?
No. DAY ONE holds the work and the invoice decision up to the handoff, and your accounting system takes it from there. See Invoicing and WIP.
Source: The DAY ONE Way cornerstone
Where should we start?
Follow one engagement from its agreed scope to its invoice. The first missing rule or owner gives you a practical starting point.
Source: The DAY ONE Way cornerstone
Do we need to change everything at once?
No. Start with a first scope through Quickstart and widen from there.
Source: The DAY ONE Way cornerstone
Is the guide available as a PDF?
Not yet. The full guide is the page itself. A PDF, when it exists, is a copy for sharing.
Source: The DAY ONE Way cornerstone
Does a standard template settle the handover?
A template gives you the structure. What is particular to this client still needs a named owner. A rate off the price list shows as a discount and variance on the engagement rate, and the proposal goes through contract approval, which is recorded.
Source: DAY ONE Way pillar: Sales
What if the client changes the work after the proposal?
A change is recorded as its own contract in the engagement. It goes through contract approval to a named approver, and the decision is recorded in the approval history. See the Delivery pillar.
Source: DAY ONE Way pillar: Sales
How does finance use this?
Finance reviews WIP and invoices against the rule that was agreed, instead of asking sales what it was. See the Finance pillar.
Source: DAY ONE Way pillar: Sales
Do we have to use Salesforce's own quoting?
On Salesforce; works with your Salesforce org, or available as a bundled edition if you don't use Salesforce. DAY ONE holds the commercial contract and rates, so you do not need Salesforce's own quoting.
Source: DAY ONE Way pillar: Sales
What if the change is offered at no charge?
That can be a deliberate choice. The change is still its own contract and goes through contract approval to a named approver, so who decided is in the approval history.
Source: DAY ONE Way pillar: Delivery
Can we keep our delivery method?
The test is whether its work and decisions connect to the agreed commercial record. Ask us to walk through your method against the current product.
Source: DAY ONE Way pillar: Delivery
Where does time fit?
Record it against the right engagement and work item, then make approval status visible before finance prepares WIP.
Source: DAY ONE Way pillar: Delivery
Does DAY ONE replace the ledger?
No. It manages the commercial record and invoice path before the accounting handoff.
Source: DAY ONE Way pillar: Finance
Is every completed item ready to bill?
No. The time and milestones must be approved, and the invoice then goes through approval steps, by default manager first, then Finance, and your organisation can set its own steps.
Source: DAY ONE Way pillar: Finance
What should we review first?
Pick one WIP item that took several conversations to explain. Trace the source and the missing decision. Read Audit-ready WIP for the deeper method.
Source: DAY ONE Way pillar: Finance
Who can send an invoice back, and where does it return to?
Finance can send time back, and those entries return to Re-work for the person who logged them. Rejecting an invoice deletes it and releases its value back to work in progress. Finance can also postpone, split, merge or regenerate before approving.
Source: DAY ONE Way pillar: Finance
Is this another reporting layer?
The method starts with the records behind the report. There is no single status across teams: each record keeps its own, from the engagement stage to the invoice. A summary is only useful when teams agree on the source and ownership.
Can we start with one part of the business?
Yes. Choose a representative workflow and agree the people, records and acceptance checks before widening the scope.
How do we decide what to fix first?
Find the earliest missing commercial decision in one engagement. Fixing that handover may clarify several later reports.
What does a business need to change first?
Start with one first scope, an agreed team, billing model and workflow. Widen once it runs.
What is a WIP journal?
A record of every movement in work in progress: an accrual when work is logged, a change when something moves the balance, and a relief when work is invoiced. The balance on any date is the journal up to that date.
Source: Guide: Audit-Ready WIP
What does audit-ready WIP mean?
WIP is management's current claim about value created but not yet invoiced. It is audit-ready when you can show the method used to decide the value is earned, the source records behind it, and what is still uncertain, conditional or unresolved.
Source: Guide: Audit-Ready WIP
Can I report my WIP as at a past date?
Yes. Every movement is posted to the journal when it happens, so the balance on a date is the entries up to that date.
Source: Guide: Audit-Ready WIP
What happens when an invoice is rejected?
Its value is released back to WIP and posted to the journal as a change, so the balance stays right.
Source: Guide: Audit-Ready WIP
Why can more logged hours make WIP less reliable?
Hours and costs can be a fair measure of progress under IFRS 15 and AASB 15, but there may be no direct link between effort and value passed to the client. Rework, waste and delay add hours without adding earned value.
Source: Guide: Audit-Ready WIP
What if we answer no to some of the five questions?
If more than one or two land on no, your WIP may look clean on the surface while carrying assumptions that would not survive scrutiny. Take the self-check.
Source: Guide: Audit-Ready WIP
Where does this show up in DAY ONE?
A WIP line mirrors the status of its source, so you can trace it to the time entry, expense or invoice behind it. See Invoicing and WIP.
Source: Guide: Audit-Ready WIP · Also on Guide: Commercial Handover Debt, Guide: Why Month-End Breaks
What is commercial handover debt?
It is what you owe when what was sold does not reach delivery and billing in one piece. Delivery pays it back in rework, waiting and unbilled work, and it builds silently because every team can keep working.
Source: Guide: Commercial Handover Debt
Is this the same as poor project management?
No. It is not poor project management, and it is not a finance clean-up issue. It is a structural problem in how commercial intent is translated into operational reality.
Source: Guide: Commercial Handover Debt
What does the research say?
McKinsey (2019) ties accurate scoping and disciplined handling of customer changes to margin capture. PMI links weak requirements and change management to worse project outcomes. APQC (2025) shows finance closes faster when upstream data quality is better. IFRS 15 asks for care with contract modifications when scope changes before price is settled.
Source: Guide: Commercial Handover Debt
What makes month-end break?
Five upstream causes: weak scoping, a poor handover, informal change control, time and costs not linked to the engagement, and billing rebuilt at the end instead of governed during the month. Finance sees them last.
Source: Guide: Why Month-End Breaks
Will a faster close fix it?
Not on its own. APQC's research ties a better close to data quality, earlier issue resolution and working ahead of the deadline, not to speed alone, and notes that technology does not fix a manual process whose underlying issues remain.
Source: Guide: Why Month-End Breaks
Why do changes matter to finance?
IFRS 15 treats a change in scope, price or both as a contract modification, however the firm labels it, and a modification can exist even when the price is not yet settled. Work that shifts before it is priced and approved is already part of the commercial record.
Source: Guide: Why Month-End Breaks
What should I trace first?
Pick three from your last close: one disputed invoice, one write-off and one WIP item that needed manual explanation. If all three trace back to the same few upstream moments, you have your answer.
Source: Guide: Why Month-End Breaks
Is the guide an AI product comparison?
No. It is a way to inspect the records, permissions and decisions behind an AI task, before you choose one.
Source: Ground Truth Wins
Does a connected record mean every action can be automated?
No. The team still needs to define which actions are allowed, who reviews them and how a wrong result is corrected.
Source: Ground Truth Wins
Do I have to give my details to read it?
No. The guide is on this page in full, with nothing to fill in.
Source: Ground Truth Wins
Who is it for?
Salesforce account teams and the leaders of services firms who are being asked to add AI to delivery and billing. It is written to be read in one sitting.
Source: Ground Truth Wins
Do I have to give my details to read a guide or use a tool?
No. Each guide is on its page in full, and the AI Readiness Check shows your result on screen without a form.
Source: Guides and tools hub
Which guide should I start with?
Start where it hurts. Commercial handover debt is for work that is not delivered as it was sold, Audit-ready WIP is for a WIP number you cannot explain, Why month-end breaks is for a close that feels like an investigation, and Ground truth wins is for a firm about to add AI to records it cannot yet trace. If you want a score rather than a story, take the AI Readiness Check.
Source: Guides and tools hub
How long does a guide or the check take?
A guide takes about three to five minutes and ends with a short self-check. The AI Readiness Check takes about 15 minutes and shows your result on screen. Contact details are optional.
Source: Guides and tools hub
Do I have to book a call?
No. A discussion is a separate choice, and the form at the foot of this page is the way to ask for one.
Source: Guides and tools hub
Company, customers and partners
Who we are, who uses it, how to partner
Who built the product?
James Keaney and Mark Layzelle founded DAY ONE after working with an earlier operating model at Cludo, the Salesforce consultancy James helped build and run.
Source: About
Can our existing Salesforce org be used?
On Salesforce; works with your Salesforce org, or available as a bundled edition if you don't use Salesforce. We confirm the right setup and licence implications for your org. Compare the editions.
Source: About
How do we begin?
Tell us which handover or billing decision is hard to see today. We will discuss a representative first scope rather than ask you to commit to a broad programme. See how Quickstart works.
Source: About
Where is the company based, and who supports customers in our region?
DAY ONE is based in Brisbane, with Australia and New Zealand first. Support is provided in business hours, Australian Eastern time. No reply time is promised.
Source: About
How long have you been doing this, and who has used it?
James Keaney started Cludo in 2016 and has worked in Salesforce since 2011. Rowland is the named customer, and references are available.
Source: About
What happens to our data if the company changes?
With your own Salesforce org, your data stays in your org. With the bundled edition, it sits in a Salesforce org provided for you. We do not publish a statement on our financial position.
Source: About
Are the stories open to read?
Yes. Each case page gives the useful account without a form.
Source: Case studies hub
Do the stories promise the same result for my firm?
No. A customer's experience depends on its work, systems and implementation scope. Each story separates what that customer reported from a measured result.
Source: Case studies hub
Where can I see the product step behind a story?
Follow the related process pages from each story, starting with Scoping and Quoting. A live discussion can then focus on the workflow that matters to your firm.
Source: Case studies hub
How do you verify what a customer reports?
A figure is shown only with its source, date and sample. Customer results read "Reported by" the customer. We do not restate them as our own measurements.
Source: Case studies hub
Why is there only one story?
Rowland is the one story we can publish in full today. Further stories appear only when verified and approved by the customer.
Source: Case studies hub
Can I speak to a customer?
Yes. We can arrange customer references. Ask us in a conversation.
Source: Case studies hub
Are the figures audited or reported by the customer?
Reported by the customer. We have not audited them. Each result names who reports it and its source.
Source: Case studies hub
Can I get the deeper PDF?
The full story is on the page. A PDF, when it exists, is a summary for sharing inside your business, not extra content.
Source: Case studies hub
What did Rowland replace?
Rowland retired Workflow Max as its practice-management system and migrated all its projects into DAY ONE. It kept Xero for accounting.
Source: Case study: Rowland
Did every part of the business move to DAY ONE?
Rowland united its business units in one system, migrated all its projects in and moved every team onto the same way of working. Xero stays for accounting. We have not published a unit-by-unit breakdown.
Source: Case study: Rowland
What results does Rowland report?
Rowland reports 29% faster time to cash, 46% less admin time, a 2.5% margin improvement and a 3.1 month time to return on investment. Before DAY ONE, closing the books took 10 to 15 days from the start of the month. These are one firm's reported results, not a promise for another, and we have not published a new close time.
Source: Case study: Rowland
Will DAY ONE give my firm the same result?
Results depend on your systems, team and how the work is implemented. Rowland's result is one firm's and is not a promise for another.
Source: Case study: Rowland
How long did Rowland take from start to go-live?
Rowland reports it was operational in 4 weeks, with full team adoption within 8. Results depend on your systems, team and implementation.
Source: Case study: Rowland
Can I read articles without signing up?
Yes. Every article is open to read, with no sign-up.
Source: Insights hub
How are articles organised?
Use reader role and stage of work to find a relevant article. Search matches titles, authors and tags.
Source: Insights hub
Who writes the articles?
Each article names its author and date. The current articles are by Mark Layzelle and James Keaney.
Source: Insights hub
How often is new content published?
James and Mark publish every two to four weeks.
Source: Insights hub
Where is the product information, not just opinion?
Product information is on the platform pages and the DAY ONE Way guides. Insights holds opinion. Platform.
Source: Insights hub
What is DAY ONE?
DAY ONE is a professional services operations platform on Salesforce. It keeps what was sold, delivered and billed connected.
Do we need to use Salesforce already?
No. On Salesforce; works with your Salesforce org, or available as a bundled edition if you don't use Salesforce. DAY ONE Platform includes the Salesforce Platform; DAY ONE for Salesforce works with your existing org. Compare the editions.
How soon could we start using it?
About 30 days for a straightforward scope, with a sponsor and a core team available each week. See how Quickstart works.
Can we see the price before speaking to you?
Yes. Pricing shows a starting licence price.
Do we keep the client relationship?
Yes. You lead the relationship and DAY ONE supports your engagement.
Source: Partners hub
Must we deliver every implementation we refer?
No. Referring does not require you to deliver the implementation.
Source: Partners hub
How do delivery partners earn?
Through referral fees, implementation, managed services and further DAY ONE modules sold into the relationship. The referral fee is paid once, when the deal is closed won and the customer has paid. The partner agreement sets the full terms.
Source: Partners hub
Where can a Salesforce AE start?
The Salesforce AEs and AppExchange page lists the account signals to listen for and links to the DAY ONE listing on AppExchange.
Source: Partners hub
Can we deliver the installation and managed services ourselves?
Yes. You lead the installation, with DAY ONE support, and you run the ongoing support after go-live.
Source: Partners hub
How do partners earn?
Through referral fees, implementation, managed services and cross-sell of further DAY ONE modules. The referral fee is paid once, when the deal is closed won and the customer has paid. The full terms are set in the partner agreement.
Source: Partners hub
Are the full partner terms public?
Only the referral fee is public, on this page. The full terms are set in the partner agreement, which we share directly after a partner discussion.
Source: Partners hub
Is DAY ONE for an existing Salesforce customer only?
No. On Salesforce; works with your Salesforce org, or available as a bundled edition if you don't use Salesforce.
Source: Salesforce AEs and AppExchange
What if only one team has Salesforce licences today?
The people in delivery and finance who use DAY ONE work on the Salesforce platform, so licences and users are worked out with the customer in the first conversation.
Source: Salesforce AEs and AppExchange
Does an introduction commit the customer to Quickstart?
No. The first step is to check the work and the people who own it. Any scoped rollout needs a separate agreement.
Source: Salesforce AEs and AppExchange
Where is the AppExchange listing?
View the DAY ONE listing on Salesforce AppExchange. Partner terms are shared directly, not on this page.
Source: Salesforce AEs and AppExchange
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