Billing & Time Tracking for a Consulting Business
A billing app for a consulting business that tracks time, builds invoices from logged hours, and reports on revenue and what is still owed.
From the partner
A billing and time tracking app for a consulting business, built in Softr on Softr Databases.
Time: Log hours by project and task, marked billable or not. Filters show unbilled time and this week's hours, and each entry shows which invoice it was billed on.
Projects and clients: Projects bill hourly or as a fixed fee, with rates and budget hours. Clients and contacts are kept alongside, with payment terms for each client.
Estimates and invoices: Create estimates, then start invoices from logged time and add line items and expenses. Invoices can be emailed to the client and marked sent or paid, each has a field for a Stripe payment link, and overdue invoices are flagged.
Dashboard and reports: The home screen shows what's outstanding and overdue, earnings for the last 30 days, hours by week and unbilled billable hours. Reports break down revenue by month, client and project, invoice value by status, hours by task and expenses by category.
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Partner details
Shane Consulting
I've been building on Softr since 2021, the early days of the platform. I build client portals, applicant portals, CRMs, dashboards, and enrollment systems on top of Airtable, Google Sheets, and Notion, with automations and payment workflows to cut out manual admin. Airtable Certified Builder and Softr Premium Partner, based in Indianapolis. Most of my work is in education, non-profit, financial services, real estate, and entertainment.
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