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Live in 2 portals

Hours & cost.

For billing by the hour: hours and what they're worth by company, week and category, against each cap.

Live simulation · What your team sees

Every client, lead and number shown is illustrative.

portal.yourcompany.com/admin

Reporting · this month

Hours & cost

Search…AskTeam view

186h

Logged

$18,600

Value

$38.5k

Retainers

1

Over cap

Company

Hours

Value

Cap

Status

Northwind Health

31h

$3,100

40h

On pace

Halcyon Labs

49h

$4,900

48h

Over

Lumen Coffee

9h

$900

24h

Behind

Brightline Legal

22h

$2,200

—

Project

Halcyon went 1h over its cap — flagged before the invoice

How it works.

1

Hours from the work

Each task's hours, counted on its due date.

2

Priced by the CRM

Each client's rate and cap come from their CRM row.

3

Against the cap

Every company against its weekly cap or monthly retainer.

What you get

  • Monthly retainers shown beside the hours
  • This week, last month, quarter or year
  • Rates and caps from each client's CRM row