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. This consultant invoice and client tracker is built for practical quote, job, invoice, and expense workflows.
Sky BizBook
Quote to job to invoice
Client records and billing history
Project quotes, jobs, invoices, contracts, and expenses
Reports and AI insights for business health
Product details
What you can manage with Sky BizBook
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.
Workflow
Example consultant workflow
Use Sky BizBook to keep customer details, quote records, job progress, invoices, expenses, and reports in one connected workflow.
- 1
Add client and billing details
- 2
Create a project quote
- 3
Track project work
- 4
Create invoice PDF or contract
- 5
Review reports and AI insights
Frequently asked questions
Questions small business owners ask
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.
Start managing consulting work
Start with customers, quotes, jobs, invoices, expenses, and reports in one Sky BizBook workflow.
Try Sky BizBook