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Great feedback, thank you! My day job is also at a small consulting firm, and we actually use PriceTable for time keeping and project management. It has been wo

Great feedback, thank you! My day job is also at a small consulting firm, and we actually use PriceTable for time keeping and project management. It has been working great for us. I’d be happy to chat more, and give you a demo. You can email me at ege@pricetable.io!

Closi 6y ago
Thanks - I actually missed that you have a small video on your homepage :) (I was on mobile before so maybe that's why!) At the moment to do a quote we have an excel document, which is basically a project plan which runs by week and we put the hours into each cell in the appropriate week (and on each row, specify the consultant). The output we get is a project plan which goes in our proposal document, and a fixed price which goes in there too. Then we take the final number of hours estimated and input it into our accounting program which generates an invoice and tracks it through the lifecycle (with all the weird payment terms you get!). When we meet project hurdles we have an admin assistant which will then invoice on milestones. Almost all our work is fixed price, but if we do need T&M we use Clockify to track time for free. What would be the workflow with PriceTable? Can I replace the excel document or would I still need that to work out the overall hours requirement?
- enraged_camel 6y ago
  I would need to see an example to say for sure, but it does sound like you might be able to replace the Excel document, yes. Each line item in the estimate would be the weekly hour numbers. Once you create the estimate, you can download it as a PDF, and include it in your proposal document as an addendum (this is what we do for larger projects — for smaller ones we send the estimate directly from within PriceTable to the customer, and they just click a link to open it). Once the customer accepts the proposal, you can create a project in PriceTable directly from the estimate, which carries over the title and description and automatically links it to the estimate. Then you plug in the total hours you quoted, and assign a cost code (your fixed rate). Then, as you log time against the project (similar to Clockify, which we used previously!), it counts those hours against the total, which is really nice because you can easily see how much billable time is remaining. At any point in time, your admin assistant can run a report and pull up the billable time associated with any project or customer within a time range and generate an invoice from it. We currently do the invoicing outside PriceTable, but there is a "generate invoice from time entries" feature coming soon.
  - Closi 6y ago
    Thanks, I tried it out in the end but it seems too heavy and complex for our use. I also couldn't work out how to change the currency (which I would need to change on a per-project basis). It looks like loads of work has gone into the product though so I wish you luck :)
    - enraged_camel 6y ago
      Thank you for the feedback, and thank you for trying it out! I'm a bit surprised to hear about complexity, but perhaps I've been using it for so long now that I have a skewed perspective. I'd love to read more, if you have a few minutes: ege@pricetable.io We will be adding a currency toggle soon. It's on the roadmap for the June update.

Closi 6y ago

Thanks - I actually missed that you have a small video on your homepage :) (I was on mobile before so maybe that's why!) At the moment to do a quote we have an excel document, which is basically a project plan which runs by week and we put the hours into each cell in the appropriate week (and on each row, specify the consultant). The output we get is a project plan which goes in our proposal document, and a fixed price which goes in there too. Then we take the final number of hours estimated and input it into our accounting program which generates an invoice and tracks it through the lifecycle (with all the weird payment terms you get!). When we meet project hurdles we have an admin assistant which will then invoice on milestones. Almost all our work is fixed price, but if we do need T&M we use Clockify to track time for free. What would be the workflow with PriceTable? Can I replace the excel document or would I still need that to work out the overall hours requirement?

enraged_camel 6y ago
I would need to see an example to say for sure, but it does sound like you might be able to replace the Excel document, yes. Each line item in the estimate would be the weekly hour numbers. Once you create the estimate, you can download it as a PDF, and include it in your proposal document as an addendum (this is what we do for larger projects — for smaller ones we send the estimate directly from within PriceTable to the customer, and they just click a link to open it). Once the customer accepts the proposal, you can create a project in PriceTable directly from the estimate, which carries over the title and description and automatically links it to the estimate. Then you plug in the total hours you quoted, and assign a cost code (your fixed rate). Then, as you log time against the project (similar to Clockify, which we used previously!), it counts those hours against the total, which is really nice because you can easily see how much billable time is remaining. At any point in time, your admin assistant can run a report and pull up the billable time associated with any project or customer within a time range and generate an invoice from it. We currently do the invoicing outside PriceTable, but there is a "generate invoice from time entries" feature coming soon.
- Closi 6y ago
  Thanks, I tried it out in the end but it seems too heavy and complex for our use. I also couldn't work out how to change the currency (which I would need to change on a per-project basis). It looks like loads of work has gone into the product though so I wish you luck :)
  - enraged_camel 6y ago
    Thank you for the feedback, and thank you for trying it out! I'm a bit surprised to hear about complexity, but perhaps I've been using it for so long now that I have a skewed perspective. I'd love to read more, if you have a few minutes: ege@pricetable.io We will be adding a currency toggle soon. It's on the roadmap for the June update.