Work · Toolkits

Sole trader day-rate toolkit case study — custom software for client tracking, invoicing prep, and tax-ready summaries.

Sole trader day-rate tracking toolkit

What we built

  • Client registry with agreed day rates, billing cycles, and contact notes
  • Fast day logging — billable days, half-days, and non-billable time
  • Monthly and quarterly summaries by client with earnings breakdowns
  • Invoice-prep exports formatted for their accountant and billing workflow
  • Tax-period roll-ups so year-end prep takes hours, not a weekend
  • Private, single-user deployment — no subscription stack required

Business impact

  • Stopped revenue leakage from untracked days across multiple concurrent clients
  • Cut monthly admin from scattered notes and spreadsheets to one trusted view
  • Made invoice preparation a structured export instead of a manual rebuild
  • Gave the client confidence in their numbers ahead of tax deadlines
Client

Confidential — UK sole trader

Project delivered under NDA — details anonymised in this case study.

Gallery

Client list with agreed day rates and utilisation
Client and day-rate overview
Client list with agreed day rates and utilisation
Monthly earnings and days logged by client
Monthly summary view
Monthly earnings and days logged by client
Invoice-ready export and tax-period summaries
Invoice preparation export
Invoice-ready export and tax-period summaries

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