The Billable8 product
Client work, from the first task to billing review.
A place for the work, the hours, and the numbers behind them. Plan the project, record what it takes, and prepare a checked amount for your invoicing system.
No card required. Client portal seats are free. See plans.
Northwind Studio
Website & ongoing support
Time & budget
This period
22d leftWhole engagement
Tasks
4 tasks| Task | Status | Assignee | Due |
|---|---|---|---|
6h 30m | JJamie | Sep 04 | |
8h 15m | AAlex | Sep 11 | |
7h 45m | MMorgan | Sep 18 | |
1h 30m | JJamie | Sep 25 |
Click a task to explore it. Change its status or start tracking time.
Interactive sample · Fictional data · Changes aren’t saved
Keep the work connectedFrom a client’s brief to the hours recorded.
Know what you’re billingReview the evidence before you invoice.
Share with intentionGive each person the access they need.
One connected record
The work has a through line.
A time entry belongs to the work it came from. That context follows it into approval, billing review, and reporting.
- 01
Client
Who the work belongs to
- 02
Project
The engagement and billing agreement
- 03
Task
What needs to be done
- 04
Time
The work actually recorded
- 05
Approval
Submitted time checked by staff
- 06
Billing
Amounts reviewed for external invoicing
Reports draw on the same records.
Client visibility runs alongside delivery, with deliberate sharing controls.
01 / Plan & do
Choose today’s work. Keep the project in view.
My day is a private plan: choose tasks, allow time for meetings, and carry unfinished work forward. Tasks gives you a cross-project view with assignments, dates, dependencies, workload and delivery risks.
Planning and shared tasks
Inside a project, List and Board show the same tasks. Completing a daily commitment does not log time or complete the shared task for everyone.
A little more focus.
Your private plan. Connected to shared tasks.
- Discovery & project briefNorthwind Studio · Website project45m
- Website designNorthwind Studio · Website project2h
- Prepare the client updateNorthwind Studio · Website project30m
02 / Record the work
Record work the way it happens.
Start a timer on a task, enter time manually, or review a week in My timesheet. Correct an entry from its task when you already have the work open. Personal calendar connections bring Google and Microsoft meetings into the time workflow.
Calendar time rules
Calendar time rules can suggest matches for review or record matching meetings automatically when enabled. Scheduled duration still needs your judgment. You can use Billable8 without connecting a calendar.
A checkpoint before billing
Check submitted time before it reaches billing.
Team members review and submit their entries. Workspace administrators use Time approvals and Team time to check the work. Completed admin time is initially approved; material corrections can require review again.
How time approval works
Time approval is separate from a client’s review of a deliverable. Neither action issues an invoice or confirms payment.
03 / Prepare the billing
Review an amount you can explain.
Client billing brings together hourly work, fixed fees and retainer periods. Review missing rates, outstanding approvals and period exceptions before using an amount. Record the invoice reference after issuing it in your accounting system.
Billable8 prepares billing evidence. It does not issue invoices, process your clients’ payments or reconcile an accounting ledger. Amounts in different currencies stay separate.
Follow the billing workflowWork you can account for.
Review each billing model on its own terms.
- Hourly work
- Approved time × saved rates
- Retainer
- Period fee + agreed overage
- Fixed fee
- The agreed project amount
Issue the invoice in your accounting system.
Retainer management
Know what is left in the retainer.
Each retainer period holds its allowance, fee and overage rules. Track recorded hours, review rollover and decide how to handle overage. Closing a period freezes its figures and locks the entries inside it.
Period changes and locking
Financial Admins can preview supported period and schedule changes before applying them. Planning a task does not consume the allowance. Retainer schedule changes and task due dates are separate decisions.
Delivery margin
Compare delivery value with delivery cost.
Financial Admins can review rates, costs and delivery margin without giving every workspace administrator that access. Time entries keep their saved rates, so a later default does not silently rewrite earlier work.
Reading margin correctly
Missing cost rates make margin incomplete. Delivery margin needs a stated value basis and currency; it is not company net profit or proof of payment.
Use a stated value basis and currency. Missing cost rates make margin incomplete.
04 / Bring the client in
Give each client a deliberate view of the work.
Choose a contact’s project access and whether they may view, comment, request work or review deliverables. Publish client updates and selected files separately. Preview the contact’s saved permissions before handing over access.
What stays private
Time, hour budgets and time export each have their own permission. The portal excludes internal rates, costs, margin and notes. A new invitation does not automatically publish internal work. Report publication and report email have separate controls.
Ready for your review.
The website designs are ready. We’ve included the revised homepage and the mobile layouts.
Available only when granted to this contact.
05 / See what the work tells you
Start with a question, then customize the report.
Open a saved or recent report, start from a template, or choose the data you need. Reports cover permitted time, tasks, projects, retainers and billing data. Financial fields follow financial permissions.
Scope and exports
Keep the date range, filters, units and currency in view. An Approved hourly work report covers hourly work; it is not an invoice total for every billing model. Exports follow the same data boundaries.
Where did the time go?
Time by client, project, task, or person.
How much retainer is left?
Recorded hours against the period’s allowance.
What did delivery cost?
Financial data for people with financial access.
Room to grow
Add repeatable processes when you need them.
Start with one real project. Add the tools that make an established process easier to repeat.
Work templates
Reuse a useful project or task structure.
Task automations
Set up recurring rules inside a project.
Integrations & imports
Connect calendars and bring existing work in.
Find & return
Use search, favorites, and History & recovery.
Notification choices and personal preferences help each person make the workspace their own. Calendar connections are optional.
One workspace, different responsibilities
A useful place for each person.
People need context for their work. They don’t all need the same controls or financial information.
Solo consultant
Start with a client, project and task. Record work, check the billing amount, then use your accounting system to issue the invoice.
Agency administrator
Set up people and project access. Workspace administration and financial privileges remain separate.
Team member
Choose your daily focus, update accessible tasks, and record and submit your time.
Financial administrator
Review authorized rates, submitted time, delivery margin, retainers and billing evidence.
Project manager
Coordinate tasks and dependencies through project permissions without receiving rates, costs or margin.
Client contact
See published work and use the comment, request or review actions your project grants allow.
These are workflows, not automatic grants. Workspace role, project access, and financial or portal permissions determine what each person can do.
Your first result
Start with one client.
Follow one real task.
Create its project. Set the billing agreement, record the work, and review the prepared amount. Add the rest when you need it.