Use cases · Team & service

Time tracking to billing

For teams that sell time: agencies, trades, IT and service firms. Every hour belongs to a project and goes straight into the invoice.

Starting point

A team works on several jobs at once. Hours end up in spreadsheets, on paper or nowhere at all.

At month end someone collects the hours, writes invoices and chases what is missing. What is not logged is not billed.

Whether a project pays off only shows once it is finished.

Every hour belongs to a task and a project. People log time directly on the task and close their day in the evening.

If someone with planned work has not closed their day, the AI Steward reminds them from 5 pm with a draft. Nobody has to chase.

“Bill projects” lists every project with open work, hours and amount. Budget and actuals are visible per project as you go.

Selected projects get a draft invoice. The AI Steward checks it before it goes out, you approve. Payments and reminders continue in the same system.

Daily closure missing
From 5 pm, reminds people with planned work who have not closed their day, with a draft note.
Project overdue
Asks the project manager of projects past their end date for a new date or the reason, with the progress so far.
Check invoice before sending
Checks new invoices for tax, address, payment terms, QR reference and possible double invoicing before they go out.

We show the workflow in a demo with your data. Or try relyd yourself, free for 14 days.