This is an hourly time tracker for consultants or what have you to keep track of the time they spend on various clients as well as various projects and keep track of the hourly billing rate therein. It can be used in billing and reporting for all kinds of purposes. I still use this to this day to track time that I bill to clients as well as jobs from smarthelping (I build it in 2017).

The general structure is a standard database with data entry and then reporting summaries. The data inputs per row include:

  • Date
  • Client (define up to 250 client names in the validation tab and they show up in the dropdown menu here)
  • Rate/Hr (billing rate)
  • Job Description
  • Job Status (All, In Progress, Billed, Paid, Dispute, Other)
  • Start Time, End Time (defaulted to ‘now’ so when you copy/paste value only it will lock in the start time/end time.
  • Total Hours (formula)
  • Total earnings
  • Detail / notes

Based on the above data entry, the following reports will be displayed:

  • Detailed Summary – This lets the user define the client (or all) and the status (or all status types) and a start date. It will then show the current week billings by status type as well as the past two weeks per status type and the totals. A visual also shows. This runs off a macro that is used to update the data that meets the criteria entered.
  • Bucket Totals – This is an on-going persistent report that shows the value of billings for each client that fall into each status. I use this tab the most.
  • Monthly Summary – Enter a time frame (weekly, monthly, or annual) and a client (or all) and see the hours total, billed hours, paid hours, and in-progress hours for each period (up to 80 periods)
  • Schedule – A generic format to track meetings for each week.
Reviews Add a review
No reviews yet

More From smarthelping

Browse our top rated business templates. See All
Franchisor Licensing Financial Model
 Starting a franchisor operation can be rewarding if done right and proper financial planning is conducted. You might have a…
Recycling Financial Model
 This is a recycling financial model. The timeline can be set for up to 10 years with monthly and annual…
Pawn Shop Simulation: 5 Year Financial Model
 This model was built with specific logic in mind for operating a pawn shop. This means two main ways to…
Pitch Deck Financial Visualizations: General Template
 This template is designed to make it easy to create professional visualizations. All the charts have been done so the…
Retail Locations Ramping Model: Up to 25
 This is a general 5-year financial model with dynamic assumptions for opening up (developing or acquiring) and operating up to…
Buy a House in 5 Years: Savings Planner
 If you are trying to save up money for a home, this personal finance template should make it easier to…
See All