Consultancy timesheets
Consultancy timesheets keeps your customers, your projects and every hour you and your consultants put into them.
Customers, projects and every hour put into them, billed by the hour: consultants log their hours, the owner approves them, an agent writes each month's invoice summary, and a work statement prints for each project.
Try it
Contacts, Staff, Time entries, Business details, Customers, Projects, Change orders, Stages, Meetings
Try it freeWhat it does for you
It replaces the spreadsheet of hours filled in from memory and passed around by email at the end of the month.
Each person writes down their own hours and what they did on each project, and submits them; you approve each entry or return it with a note on what to correct. Each project adds up its approved hours, its unbilled hours and what they are worth, at its own hourly rate.
- You or your office bill the approved hours each month: Mark billed records the invoice number on the hours, so no billable hour is forgotten. With Invoices, Make the invoice makes the draft invoice of a project's approved hours, with a line for each person, and links the hours to it. With Expenses or Expense claims, it also bills the project's billable expenses and the approved, billable lines of expense claims, a line for each. A project with no hours to bill still shows Make the invoice when it has such expenses or claim lines, and the invoice then holds only those. On the first of every month an AI agent writes the invoice summary of each billable project, in words the customer understands, and a work statement prints for each project. Every Friday afternoon you get a mail of the week's hours.
- Consultants see only their own hours, and never a rate or an amount. With Departments, each department's manager approves its people's hours, and Hours by department shows where the hours go.
Make it yours
Your business is not quite like any other. Ask the assistant for what is missing, in your own words: a new step, an email, a list, a rule. Every change is shown before it happens, and any change can be undone.
Add the miles driven to a time entry, billed per mile.When a time entry over 10 hours is logged, notify me.Bill a fixed-price project by its milestones instead of by the hour.
Add-ons that change it
Each of these adds one more thing to your base. Tick the ones you want when you create your base, and add or remove them later in Settings, Modules.
Departments
The groups of people under a manager: departments, regions, teams, crews and portfolios.
Expenses
Costs that the business paid, with their receipts.
Invoices
Invoices to contacts, with their lines, card payments of unpaid invoices, and each customer's balance and statement.
Reports
The reports that agents write each week or month.