Running Clockify as a service, Project Management Tools

Clockify Agency Implementation, Billable Time to Client Invoices

Learn how to set up Clockify as a retainer service for clients, configure per-project budgets to flag scope creep, and automate invoice generation from tracked billable hours. This course teaches agencies to deliver transparent labor-cost reporting and reduce billing reconciliation work by 80 percent.

Open the decision record for Clockify

What does running Clockify for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
$0 (free tier) or $9.99/user/mo for Basic plan
Time to first value
Medium setup, value delivered within days
Payback
Break-even after onboarding 1-2 clients (within first month) with $99/mo fee covering administrative overhead
Guided implementation
8 hours

Is Clockify worth running as a client service?

Clockify's free tier and robust reporting make it a low-risk, high-upside opportunity for agencies to offer managed time tracking services.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Clockify free account (unlimited users)
  • Email client for client communication
  • Google Sheets or Excel for reporting templates
  • Payment processor (e.g., Stripe) for invoicing

People and inputs

  • Standard operating procedures for timer setup
  • Client onboarding checklist template
  • Sample time report templates

Included with the course

6 working documents for delivering this service.

  • Clockify Workspace Setup Checklist for Agencieschecklist
  • Per-Project Budget Configuration Templatetemplate
  • Time Entry SOP for Client Onboardingsop
  • Invoice Generation and QuickBooks Sync Workflowguide
  • Labor Cost Analysis Worksheet for Profitability Reviewworksheet
  • Billable vs. Non-Billable Time Categorization Templatetemplate

Listed by name. These documents are not yet published as individual downloads.