Agencies
See how much of every retainer is used, any day of the month, and bill the overage with the period.
Three ordinary weeks. Illustrative examples, not customer stories.
A social retainer covers 20 hours a month. The team logs 26, and nobody sees it until the invoice is due, so the client pays for 20.
With workelligence: the retainer's burn meter shows the hours used any day of the month, and when you bill the period, the 6 extra hours appear as overage next to the covered hours.
“Could you just resize these banners?” Three hours later it is done, logged to the retainer and lost in it.
With workelligence: the period ledger shows every entry against the retainer before you bill, so you can decide what to raise with the client.
Time is typed in from memory on Friday afternoon, and the short calls and quick edits are the first to go missing.
With workelligence: a timer runs while you work, and missing days are marked in each person's week.
Recurring invoicing
Set the schedule once, weekly to yearly, with the billing day you choose. Every run creates the draft, or finalizes it for you where nothing changes from month to month.
Example from the app: the recurring invoices list with schedule, billing day and next run; a monthly retainer run creates and finalizes the October invoice.
Time tracking
A timer while you work, a week grid that marks the days without time, and last week copied in one click. Billable time collects on the project until you bill it.
Example from the app: a week of logged time, day by day, with a running timer and the entries of the day.
Billing
Bill a project or a retainer period from logged time, with the statement of hours attached. Quotes turn into invoices, invoices carry their e-invoice, and the DATEV batch goes to your tax adviser.
Example from the app: the invoice list, where a draft invoice for logged September time is sent.
See the burn during the month and bill the overage with the period, not three months later.
Read the use case DoA timer while you work, a week grid that marks missing days, and last week copied in one click.
Read the use case WinEvery enquiry in one pipeline, a forecast by close month, and a won deal that becomes the project.
Read the use case BillBill a project or a retainer period in one run, with the statement of hours attached.
Read the use caseFour recovered hours a week are about 17.3 hours a month. Enter your own rate to see what that means for your firm.
Arithmetic only, based on 52 weeks a year. Your own numbers will differ.
A genuine review of how your agency tracks time, runs retainers and bills clients today, and where it can improve.
No slides. No sales pitch. A genuine review.