Agency rollout blueprint
Everything you need to launch FlexTracker across a client services team, including kickoff agendas, communication cadences, and approval workflows.
27 pages
Guides
Playbooks and templates to elevate your billing workflow
Request the playbooks we are assembling for onboarding FlexTracker, auditing scopes, and keeping utilization healthy.
Request copy
Billing accuracy checklist
A practical checklist for operations leaders to ensure scopes, rates, and invoices stay aligned every month.
12 pages
Hybrid time tracking playbook
Field-tested tactics for keeping remote, onsite, and traveling team members logging time consistently.
18 pages
What you will find inside
Onboarding frameworks
Step-by-step approaches for inviting teams, configuring scopes, and securing executive alignment.
Process templates
Editable templates for weekly review meetings, invoice QA, and client reporting cadences.
Benchmark reports
Quarterly data snapshots that highlight utilization, margin, and scope variance across services businesses.
Looking for something specific? Email guides@flextracker.app and our team will share early drafts or custom recommendations.