Keep client records and billing history together
Store contact details, billing addresses, invoice history, customer revenue, notes, and project context for each consulting client.
For consultants
Consultant Invoice and Client Tracker
Manage consulting clients, project quotes, work records, invoice PDFs, contracts, expenses, reports, and AI insights in one small business app.
- Client records and billing history
- Project quotes, jobs, invoices, contracts, and expenses
- Reports and AI insights for business health
Built around your work
Everything you need, nothing you don’t.
Create project quotes and invoices
Prepare quotes and invoices for retainers, projects, workshops, advisory work, and custom services with reusable line items.
Track project work as jobs
Use job records for consulting projects with dates, status, descriptions, notes, checklists, attachments, linked invoices, and contracts.
Review reports and AI insights
Use reports and practical AI prompts to review invoices, customer history, expenses, and business health without rebuilding spreadsheets.
How it works
Example consultant workflow
- Add client and billing details
- Create a project quote
- Track project work
- Create invoice PDF or contract
- Review reports and AI insights
Can consultants use Sky BizBook for client tracking?
Yes. Consultants can track clients, quotes, project-style jobs, invoice PDFs, contracts, expenses, reports, and AI insights.
Ready to get
organised?
Start free with Sky BizBook. Upgrade only when you need more.