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Getting Started with Consultancy

Manage consulting engagements, track time, and generate invoices.

The Consultancy plugin provides end-to-end management for consulting work:

  1. Rate Cards — Define services and hourly/daily/fixed rates.
  2. Clients — Manage client companies and contacts.
  3. Engagements — Create T&M, fixed-price, or retainer projects.
  4. Time Tracking — Log billable and non-billable hours.
  5. Invoicing — Generate invoices with line items and PDF output.
  6. Appointments — Schedule meetings and track attendance.
Tags: consultancy, engagement, time, invoice, getting started