Team diary
Who is seeing whom and when, with a per-person view.
Professional services
Diary, hours and invoices that add up on their own
Appointments linked to customers, hours recorded per person and recurring invoicing that goes out by itself every month. No typing the same thing three times.
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Recurring
retainers issue themselves monthly
Per person
hours recorded and reconciled
1 record
customer, appointments, hours and invoices
What a practice needs
Time is the product, so the diary and the hours are the centre of everything.
Invoicing and VeriFactu
Quotes, invoices, payments and legal series, ready for the tax office.
Explore itCalendar and tasks
Diary, appointments and due dates connected to customers and orders.
Explore itCRM
Customers, contacts and companies, with their whole history attached.
Explore itTime tracking
Clock in and out, with an exportable hours report.
Explore itThe diary
Appointments that know whose they are and what for
Every visit is linked to its customer and its file, with an automatic reminder. Afterwards the notes stay on the record and the next person to help them knows what happened.
- Appointments linked to customer and file
- Automatic reminder to the customer
- Visit notes on the customer record
shepherp.app
Invoicing
Retainers go out on their own every month
Retainers and maintenance contracts issue and send themselves without anyone remembering, with their legal numbering. And one-off work becomes an invoice from the accepted quote in two clicks.
- Scheduled recurring invoices
- From accepted quote to invoice, nothing retyped
- Card payment from the invoice link
shepherp.app
At a glance
Why it fits services
Because what you invoice comes from what is in the diary, not from a separate sheet.
Automatic retainers
Retainers and maintenance issued and sent on their own.
Hours per person
Working-hours record and time spent, exportable.
An ordered client book
Companies, contacts and everything discussed, in one place.
Assistant over your data
"What have I invoiced this client this year?" and it answers.
Payments in plain sight
Who owes what and since when, without opening the bank.
FAQ
Frequently asked questions
Yes. You record the hours spent and carry them into the quote or the invoice at their rate. You can also work with monthly retainers, which are issued automatically.
Yes, with their own user and read-only permissions over invoicing. You can also export the ledgers in the usual formats if they prefer to work in their own software.
Yes, if you have the website published: a booking page shows your free slots and the appointments land straight in the team diary.
Do you invoice by the hour or on retainer?
Both come out on their own once the diary and the hours live in the same system.
No card · 2-week free trial · Cancel any time