Work · Toolkits

Day-rate toolkit for a sole trader

A private toolkit for a sole trader juggling multiple clients - tracking day rates, utilisation, and invoice-ready summaries without a heavyweight accounting platform.

Machème built a confidential day-rate toolkit for a UK sole trader - one private system to track clients, log billable days, and prepare invoice-ready summaries without heavyweight accounting software.

Sole trader day-rate tracking toolkit
  • 0+

    Active clients tracked

  • 0%

    Less monthly admin

  • £0

    Ongoing SaaS lock-in

  • <0 min

    To log a working day

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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