New: the $2,500 CRM System→

Hours & billing.

Delivered work per client and a Billed tick on every task — feeding income by month.

Live simulation · What your team sees

Every client, lead and number shown is illustrative.

portal.yourcompany.com/admin

Planner

Hours & billing

Search…AskTeam view

$41.2k

October income

$38.5k

Retainers

$2.7k

Billed hours

6h

Not billed yet

Task

Client

Hours

Closed

Billed

Data import

Halcyon Labs

4h

Oct 6

Billed

Recall report

Atlas Dental

1.5h

Oct 7

Not yet

Weekly check-in

Northwind

0.5h

Oct 7

Billed

How it works.

1

Work closes

Each task carries its hours.

2

Tick Billed

When it's on an invoice.

3

Income adds up

Retainers plus billed hours, month by month.

What you get

  • Delivered work per client
  • A Billed tick per task
  • Income by month