Billable Hub

Estimate, Track, Invoice, and Get Paid

Billable Hub keeps all of your billable work connected, so your team can move from approval to payment without chasing the details.

Billable Hub product preview
CORE WORKFLOWS

Manage the Full Billing Workflow From One Workspace

We help service businesses keep the work, details, and billing connected from the first quote to the final invoice.

Billable Hub invoice workspace with payment, credit, and account history controls
Invoicing + Collections

Simple, yet powerful invoicing

Manage invoice delivery, payments, credits, reminders, and account history together.

  • Issue invoices to clients directly, generate secure shareable links, or export in several formats
  • View payment ledger, and apply client credits, write-offs, and balance reductions all from the invoice
  • Late-fee policies, reminders, history, and client-facing account activity so no one is caught off guard
Billable Hub estimate and job workflow with secure client review
Estimates + Jobs

Move From Estimate Approval through Work to Final Billing

Send estimates for review, collect client acceptance with a secure code, and turn accepted work into jobs, deposit invoices, or final draft invoices.

  • Accept, decline, question, revision, and signer-detail workflows
  • Optional deposits that can hold a job until payment is settled
  • Job-aware time and expense tracking

Core Billable Hub Features

A practical set of tools for keeping client work, billing records, and team follow-up in sync.

Billable Hub billing dashboard
Billing Dashboard

Daily View of Actionable Tasks

See at-a-glance work ready for invoicing, overdue receivables, estimate follow-ups, and billing-period activity from the home dashboard.

Billable Hub secure document access
Client Access

Secure Links and a Focused Client Portal

Share invoices and estimates through secure links that give clients quick and secure access to their documents, while also offering options for client login to view client-wide document history in their portal.

Billable Hub client and project tracking
Time & Expense Tracking

Smart Timers, and Expense Entry

Start, pause, stop, and discard timers from anywhere. Includes built-in optional audible reminders at a periodic rate of your choice. Expenses remember your vendors, offer customizable groups and categories, options to require receipt attachments and category exclusion, all to fit your business.

Billable Hub reports and exports
Records

Reports, Exports, and Audit Logs

Review receivables, cash activity, work, and estimate pipeline reports, then export organization data and audit history when needed.

Billable Hub automation settings
Automation

Notifications and Billing Rules

Use notification presets and automation rules for reminders, unviewed documents, state changes, late fees, and job activity.

ADDITIONAL CAPABILITIES

Built for Day-to-Day Billing Operations

These capabilities round out the core workflow so teams can manage client communication, billing records, and internal controls with less follow-up.

Estimate Acceptance

Send estimates for client review and interactions, revisions, and signed acceptance records.

Recurring Invoices

Schedule templates that either create invoices in draft or automatically send for recurring client billing.

Account Activity

Track payments, reductions, write-offs, refunds, and client credits against the invoice and client ledger.

Expense Capture

Record expenses with categories, vendors, receipts, job links, and billing-state visibility.

Team Permissions

Control team member access across the entire application through role-based access controls.

Document Branding

Use built-in invoice themes, billing profiles, logos, banners, footers, and custom layouts where enabled.

Internal Approvals

Route invoices, estimates, and any finance-related decisions through org, client, and even project-based user approval workflows.

So Much More

We're just scratching the surface here. Try out your 90 day trial to find all of the cool little features hiding throughout the application!

Ready to simplify billing?

Join the Billable Hub beta and help shape the product before public launch.

Join the beta