I am looking for a system or feature that would allow me to streamline my consultancy services. Here’s what I envision:
Online Purchase of Prepaid Consultation Hours:
Clients should be able to purchase a package of hours for my consultancy services through an online platform.
Ticket Submission by Clients:
Clients should have the ability to open a ticket, providing a detailed brief and specifying tasks to be completed.
Time Deduction from Prepaid Hours:
As I complete tasks associated with each ticket, I need to deduct the time spent from the client’s prepaid package of hours.
Detailed Work Report via Toggl:
Upon closing a ticket, I want to send the client a detailed report of the work completed, including Toggl time tracking logs, to ensure transparency and avoid disputes.
This system would provide a seamless workflow for both me and my clients, ensuring clear communication, efficient time management, and transparent billing.
Is there any existing solution within Toggl’s ecosystem, or could this be considered as a potential feature for development? Additionally, is there any other third-party online application that can be connected with Toggl Track to achieve this workflow?
If you were to use Toggl Track exclusively without integrating with another tool, there’s a bit of manual work involved but you can achieve this by creating a project with a task-based time estimate of let’s say 140 hours.
The tasks specified by the client can be created as tasks within that project; as time gets allocated to tasks, it will be tracked against the estimate with the ability to view the progress of time tracked vs the total estimate of hours. You can even show that in charts using the Analytics feature where you can share your dashboard with the client via a shareable link or export he data and share it as a file (in the format of your choosing) Overview of Analytics
Using a simple example, your data structure in Track would look like this:
You would create a client: Client ABC
You would create a project with a time estimate of 140 hours: Project X
The project could have an hourly billable rate or a fixed rate
You would create tasks within the project referencing the work done for that client
Task 1: Design
Taks 2: Development
Task 3: Content
As you (or your team) track hours, you allocate time entries to the correct project and task (the client is selected automatically via the project association). To ensure accurate tracking, you can set required fields for time entries and ensure that the time entry is allocated to a project and a task: Required fields for time entries
I hope this helps! Let us know if you need further help in structuring the workflow. If you build your own website with an internal backend to manage those requests, you can use our API documentation to setup automatic creation of projects with estimates as a request would come in: Tech Discussions - Toggl Community