The new Consulting App from iBuildApp gives consultants all of the tools needed to track clients and expenses.
It’s an exciting new alternative to more complicated tracking software, with features for logging clients by name, scheduling upcoming jobs, keeping project notes and understanding how much money you’ve spent over the course of a project.
Consultants come in all shapes and sizes, but you can customize the app to work with the uniqueness of your own workflow. Not only that, but resellers might even consider opening up a completely new section
of their own client-base, offering full consultant mobile apps to professionals who need to become more organized.
Who Should Consider the Consulting App?
Although the new app can technically be used by anyone tracking freelance or corporate clients and expenses, it was made primarily for consultants. In short, this includes anyone with clients and expenses! It’s that simple.
Here’s a list of the types of people who might consider the consulting app as a viable option:
- IT consultants
- Web designers
- App developers
- Strategy consultants
- Management consultants
- Financial consultants
- HR consultants
- Real estate agents
Overall, the consulting app is broad in scope, so you’re not going to feel like it’s made just for one industry. You can even customize the pages quite a bit to make it seem like it was made for you.
The New Consulting App in Action
The consulting app utilizes two primary tables to keep track of your expenses and clients. The first one is all about tracking how much time you’ve spent with a client. This comes in handy if you’re getting paid by the hour or if you’d simply like to see if you’re spending too much time with one of your clients over the others.
The second table reveals a customer list. This allows you to fill in all of your customer information and connect the time table to one of your clients. Whenever you need to punch in the amount of time worked on a project it asks you which of your clients this is for.
This app helps consultants and freelancers keep track of the time they spend with any given client. The app uses two tables, one time table to enter the time spent with a customer, and a second that shows a customer list. The information in the time table is connected to the customer information, so every time the user enters a new time, they’ll select from the existing customer list.
Adding a new event is done by clicking on the “+” sign in the upper right hand corner. This lets you punch in the client name, contact name, event type, start time and end time. The event gets logged underneath one of your clients for future reference. Then you can mark details in each of the projects and keep your expenses recorded.
One of the benefits of the app is to have instant access to client contact information on your phone. You can call clients right from the app or send them a message or email.
The screenshot below displays how your events look on a calendar. This way you have a more organized glance into your schedule, with details on the clients, projects and more.
The glory of the consulting app is that you can copy it and customize anything you want. Feel free to add you own icons, colors, buttons and tables. This comes into play for branding or for when the original app isn’t exactly what you need for your company. It’s also not a bad solution for mobile app resellers with multiple clients and needs.
If you have any questions about the exciting new consulting app, share your thoughts in the comments below!