Do you sell blocks of support time to your client? Here's how to set them up so you can account for the hours used, and how to alert your client that their time is about to finish up.
Does your consulting firm sell blocks of support time to your clients? Blocks of time benefit both you and your customer. The benefit your customer because they can pre-pay for support hours and then use those hours any time they like. They can call in for support, ask you to come out to their offices, or host an office where your employees can work. The support blocks benefit your consulting firm because you have a firm commitment from the client. You can budget employee resources based on pre-paid consulting engagements. Blocks of time encapsulate your sales process into distinct units. Simply sell enough units, and you're in business!
But how can you easily track client billable hours to these blocks of time?
That's the subject of this video. Blocks of time are broken down into distinct tasks. Each client can have multiple tasks to represent the blocks of time you sell to them. They each have distinct durations and actual timesheet hours, plus plenty of other fields you can track for each block of time.
Employees can track time to a block by simply entering hours into the timesheet, or clicking boxes to start and stop a timer. In either case, the actual hours are collected for each block and displayed in a nice dashboard view. Administrators have full control over the inclusion of each block in the timesheet. Blocks marked as 'Complete' will not be shown.
Administrators and employees can also get a warning when blocks of time are almost complete. You set the percentage of completion for each task, and pop-ups will alert users when the block has passed a threshold. That signals you to sell new blocks to your clients. Email notifications are available to also signal the nearing completion of blocks of time.
Executives and sales people can monitor a complete list of support blocks to see which ones are nearing completion. They can filter the view for a more succinct list. This helps manage the sales process. You can even keep notes with each block to remind others of your sales efforts. Custom fields are also available.
When billing time comes, you simply run an invoice for each client. All the support hours will be included on the invoice in a detailed list, with a tidy subtotal at the bottom. Nothing could be simpler than that.