How TrackerPlus works

One project record. A connected practice.

The fee becomes the work. The programme gives it a place. Time and progress carry through to billing and the owner’s view.

fees
hours
people
work
progress
drawings
billing
profitability

Follow the chain

01 Set up · win the work

scopefeehours

The proposal prices the scope in hours.

Stages, drawings and hours are priced into a branded proposal. When it is accepted, those rows become the project’s tasks, with the same hours attached.

Projects & Fees

Fee Proposal

Fee ProposalRiverside House · Construction Documentation

Preview

Scope and allowance

Deliverable	Scale	Drawings	Unit price	Hours
Ground floor plan	1:100	1 plan	$5,400	18
Elevations and sections	1:100	1 elevation	$4,200	14
Consultant coordination	1:100	1 schedule	$2,400	8

Stage total

Allowance: 40 hours
Price: $12,000
Fee type: Fixed fee

Fee Proposal

Fee ProposalRiverside House · Construction Documentation

Preview

Scope and allowance

Deliverable	Scale	Drawings	Unit price	Hours
Ground floor plan	1:100	1 plan	$5,400	18
Elevations and sections	1:100	1 elevation	$4,200	14
Consultant coordination	1:100	1 schedule	$2,400	8

Stage total

Allowance: 40 hours
Price: $12,000
Fee type: Fixed fee

02 Plan the work

programmepeoplecapacity

The hours are placed on people and days.

Tasks go onto the Gantt against the deadline, and Staff Loading turns them into hours per person per day, with leave and holidays already taken out. Red means over.

Planning & Workload

Staff Loading

Staff LoadingTarget · 7h 30m per working day

Preview

The weeks ahead

Staff	Mon 7	Tue 8	Wed 9	Thu 10	Fri 11	Sat 12	Sun 13	Mon 14	Tue 15
Priya	6h 54m	6h 54m	6h 54m	4h 30m	4h 30m	Off	Off	—	—
Ben	19h 4m	19h 4m	19h 4m	16h 40m	16h 40m	Off	Off	12h 10m	12h 10m
Lucy	2h 38m	8h 38m	8h 38m	8h 38m	6h	Off	Off	—	—

Red: over target · Yellow: under target · Grey: weekend, holiday or leave. Loading follows the work still to do.

Staff Loading

Staff LoadingTarget · 7h 30m per working day

Preview

The weeks ahead

Staff	Mon 7	Tue 8	Wed 9	Thu 10	Fri 11	Sat 12	Sun 13	Mon 14	Tue 15
Priya	6h 54m	6h 54m	6h 54m	4h 30m	4h 30m	Off	Off	—	—
Ben	19h 4m	19h 4m	19h 4m	16h 40m	16h 40m	Off	Off	12h 10m	12h 10m
Lucy	2h 38m	8h 38m	8h 38m	8h 38m	6h	Off	Off	—	—

Red: over target · Yellow: under target · Grey: weekend, holiday or leave. Loading follows the work still to do.

03 Do the work

tasksdrawingsreviews

The work is produced, reviewed and released.

Time is logged against the task with the progress it produced. Sheets move through Drawing, Review, Final Review and Complete with a named drafter and checker on each.

Drawings & QA

Drawing set register

DrawingsBarker St Apartments · Construction Documentation

Preview

Drawing set

Drawing	Title	Status	Drafter	Checker
A-101	Ground floor plan	Review	Ben	Priya
A-102	First floor plan	Drawing	Lucy	Priya

Drawing set register

DrawingsBarker St Apartments · Construction Documentation

Preview

Drawing set

Drawing	Title	Status	Drafter	Checker
A-101	Ground floor plan	Review	Ben	Priya
A-102	First floor plan	Drawing	Lucy	Priya

04 Know where you stand

hours usedwork completed

Barker St Apartments: 94% of the hours, 70% of the work.

Every fixed-fee project shows hours used against work completed on one bar. When time runs ahead of progress the bar turns red, while there is still fee left to act on.

Time & Progress

Projects · Completion

ProjectsCompletion · Sample practice

Preview

Project health

Project	Status	Allocated	Used	Completion
Coastal Pavilion	On track	200h	92h	46% hours used · 48% complete
Barker St Apartments	At risk	150h	141h	94% hours used · 70% complete
Fitzroy Warehouse	In progress	80h	30h	38% hours used · 55% complete
Northgate Studio	In progress	60h	19h	32% hours used · 40% complete
Riverside House	In progress	40h	25h	63% hours used · 52.8% complete

Projects · Completion

ProjectsCompletion · Sample practice

Preview

Project health

Project	Status	Allocated	Used	Completion
Coastal Pavilion	On track	200h	92h	46% hours used · 48% complete
Barker St Apartments	At risk	150h	141h	94% hours used · 70% complete
Fitzroy Warehouse	In progress	80h	30h	38% hours used · 55% complete
Northgate Studio	In progress	60h	19h	32% hours used · 40% complete
Riverside House	In progress	40h	25h	63% hours used · 52.8% complete

05 Get paid

progressWIPinvoices

$13,500 is ready to invoice, and the register says why.

70% complete and 40% invoiced leaves 30% of the $45,000 fee to bill. Prepare the Xero draft from here, one project or the whole client.

Billing & Profitability

Client Billing · Barker St Apartments

Client BillingMarlow Group · Barker St Apartments

Preview

Ready to invoice

Uninvoiced: $13,500
Complete: 70%
Invoiced: 40%

Fixed-fee progress

Project	Fee	Uninvoiced fees	Uninvoiced	Invoiced	Complete
Barker St Apartments	$45,000	$13,500	30%	40%	70%

View TasksInvoice Project in XeroInvoice All Projects in Xero

Client Billing · Barker St Apartments

Client BillingMarlow Group · Barker St Apartments

Preview

Ready to invoice

Uninvoiced: $13,500
Complete: 70%
Invoiced: 40%

Fixed-fee progress

Project	Fee	Uninvoiced fees	Uninvoiced	Invoiced	Complete
Barker St Apartments	$45,000	$13,500	30%	40%	70%

View TasksInvoice Project in XeroInvoice All Projects in Xero

06 Run the practice

workloadriskprofitabilitydecisions

The owner sees all of it at once.

Who is working on what, who has no task, today’s committed hours, projects on hold or at risk, deadlines under pressure and work waiting to be invoiced. Each card reads the same record.

Practice Overview

Owner Dashboard

Owner DashboardThe practice · Today

Preview

To Do Hours Today · 21h planned

Ben: 7h 30m1 task
Lucy: 7h 30m1 task
Priya: 6h1 task

Not Working on Task

Lucy: Status not set1 person without an active task

Working on Projects

Staff	Project	Estimate
Ben	Coastal Pavilion	80h
Priya	Fitzroy Warehouse	30h

Projects On Hold

Northgate Studio: 1 weekNo follow-ups recorded

Projects At Risk · 60+ threshold

Client concerns: No projects flaggedNo active project has a client-risk score of 60 or above.

Owner Dashboard

Owner DashboardThe practice · Today

Preview

To Do Hours Today · 21h planned

Ben: 7h 30m1 task
Lucy: 7h 30m1 task
Priya: 6h1 task

Not Working on Task

Lucy: Status not set1 person without an active task

Working on Projects

Staff	Project	Estimate
Ben	Coastal Pavilion	80h
Priya	Fitzroy Warehouse	30h

Projects On Hold

Northgate Studio: 1 weekNo follow-ups recorded

Projects At Risk · 60+ threshold

Client concerns: No projects flaggedNo active project has a client-risk score of 60 or above.

Record it once. See it throughout the practice.

Nothing is re-keyed

Sold hours become task allowances, programme commitments and the measure of progress.

Every figure has a source

Open the time behind 94%, the tasks behind 70%, or the billing behind $13,500.

The owner reads what the team writes

The team logs work and reviews drawings. The owner sees the same record across the practice.

Take a closer lookExplore the product views behind this page.

See the chain in a real practice

Walk the same six steps inside the live practice.

One project, from the fee to the whole practice. Allow 5–10 minutes, then explore freely.

Take the guided tour, live Start your workspace

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Next in TrackerPlusProjects & Fees

Start where the chain starts: what exactly did we sell, and how much time do we have to deliver it?