Request for Feature Development on Prepaid Consultation Hours Feature

Hi @xy693u

Thank you for this amazing question!

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

If you were to use another task/project management tool, you can consider using Toggl Plan and enable the Plan/Track integration: Toggl Track integration - Toggl Plan Help Center

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