Scope it, quote it, track it
Build detailed project quotes with line items for discovery, implementation, and support. Convert accepted quotes straight into retainers. Invoice the lot without re-typing.
Built for IT Consultants
Retainer tracking and client management for IT consultants.
Track hours against retainers, auto-generate monthly invoices, and keep every client relationship in one place.
- Prepaid hours, fixed monthly, or pay-as-you-go - per client.
- Timer mode for live tracking. Manual logging for batch entries.
- Auto-generated invoices when the billing period rolls over.
Sound familiar?
Common problems it consultants face every day.
Tracking hours in spreadsheets then manually building invoices at month end
Clients disputing hours because there is no transparent log they can see
Different clients on different billing models with no single system to handle all three
Losing track of which retainers are running low until the overage conversation is awkward
Everything you need to run your it consulting business
Every feature in the box, framed for the way it consultants actually work.
Full client history, no digging
Every email, call note, quote, invoice, and retainer in one timeline per client. When they ring with "what did we agree last month?" you have the answer in seconds.
Schedule site visits and calls
Block time for on-site visits, remote sessions, and internal projects. Google Calendar sync keeps your personal diary in step. Colour by client or project.
Appointment reminders that reduce no-shows
Automated SMS and email reminders before scheduled sessions. Payment links after the work is done. Chase overdue invoices without picking up the phone.
Some features are tier-gated. The pricing page shows exactly what's on each plan.
How it consultants use Pro-cess
Real workflows that save hours every week.
1
Prepaid retainer: 20 hours/month at a fixed rate, overage billed at a premium
2
Fixed monthly: flat fee regardless of hours, perfect for managed service agreements
3
Pay-as-you-go with a monthly cap: bill hourly but cap at an agreed ceiling
4
Timer mode: start the clock when you begin work, stop when you finish
Explore Pro-cess features
Dive deeper into the tools that help it consultants run their business.
Also used by
Other businesses in the same category running on Pro-cess.
Frequently asked questions
Common questions about Pro-cess for it consultants.
Yes. Each client can have their own retainer with its own billing model, hourly rate, included hours, and overage rate. The dashboard shows utilisation across all active retainers at a glance.
Yes. When a retainer reaches its billing date, the system generates a draft invoice with the correct line items (base fee plus any overage). You can review and send, or set it to auto-send.
The retainer statement email goes out at billing time with a full breakdown of hours used, hours remaining, and the invoice amount. Transparent and professional.
Three: prepaid hours (buy a block, overage billed extra), fixed monthly (flat fee regardless of hours), and pay-as-you-go (billed hourly with an optional monthly cap). You choose per client.
Yes. Start a timer when you begin work, stop it when you finish. The duration is logged automatically. You can also manually log time entries in bulk if you prefer to batch at end of day.
Plans from £40/month
14 days free, no card needed. Pick a plan any time during the trial and slide straight into paid without missing a beat.