QuickBooks for invoicing. Excel for timesheets. DocuSign for proposals. Dropbox for report deliverables. A separate scheduler for retainers. Every project lives across all of them, and nothing talks to anything else.
Clientary replaces the entire stack: proposals, contracts, time tracking, project budgets, retainer billing, client portal, and online payments in one platform. Your billable hours stay billable.
Whether you're a one-person shop running energy compliance reports or a 15-person MEP firm coordinating across dozens of active projects, the workflow fits.
Mechanical, electrical, plumbing. Bill by discipline, by phase, or by deliverable.
Energy codes, ASHRAE, IECC. Recurring retainers for annual recompliance built in.
LEED APs, WELL consultants, Living Building advisors. Track multi-phase certifications cleanly.
Code review, life-safety, accessibility (ADA). Manage report deliverables and revisions.
Pre-construction through warranty-period CxA. Multi-stakeholder coordination by default.
Acoustical, lighting, AV/IT, building enclosure. One portal for owner, architect, and GC.
Send a professional proposal with line items by discipline. Client signs the contract online. Approved scope converts to a project in one click. No more emailing PDFs back and forth.
One-click timers that log against the project, the discipline (M, E, or P), and the phase (SD, DD, CD, CA). Tracked hours roll up to invoices instantly. No double entry.
Annual energy code updates, ASHRAE compliance audits, recurring LEED documentation. Set up a monthly retainer, automatically invoice each cycle, track balances, and carry over unused credit.
Building owners, architects, and GCs all need access to your reports. Give them a branded portal where they view invoices, approve scope changes, and download deliverables under your firm's identity.
Set a budget by hours or dollars per project. Watch in real time as billable hours accrue against scope. Catch a runaway energy modeling task before it eats your fee.
Send invoices that accept credit card, ACH, or bank transfer. Automated reminders, late-fee policies, and online payment links mean fewer phone calls about an overdue 30-day net.
“Clientary is used on a daily basis to track all time spent on client projects. Retainers received from clients at the start of a project are logged, and each month invoices are prepared with appropriate taxes calculated and emailed to clients.”
Common questions from MEP firms, energy consultants, code reviewers, and commissioning agents evaluating Clientary.
Most small-to-mid MEP firms run a patchwork of QuickBooks for invoicing, Excel for timesheets, DocuSign for proposals, and Dropbox for deliverables. Clientary replaces that whole stack with a single platform: proposals, contracts, time tracking by discipline and phase, project budgets, retainer billing, branded client portals, and online payments. You bill the architect, the GC, or the owner directly, without bouncing between five tools.
You can log time against a project, then tag it by discipline (Mechanical, Electrical, Plumbing) and phase (SD, DD, CD, CA). Hours roll up to invoices automatically, so a multi-discipline project produces a clean invoice broken out by discipline without double entry. Project budgets warn you when a runaway energy modeling task is about to eat your fee.
Yes. Set up a monthly or annual retainer with automatic invoicing. Clientary tracks the retainer balance per client, carries over unused credit, and sends the next invoice automatically. Useful for annual energy code updates, ASHRAE compliance audits, recurring LEED documentation, code review on long-term campus master plans, and any other engagement that renews on a schedule.
Yes. Every client gets a branded portal under your firm's identity where they can view invoices, approve scope changes, sign contracts, and download deliverables. Multi-stakeholder by default, which is how AEC engagements usually work: the building owner pays, the architect coordinates, the GC needs the submittal package.
Yes. Invoices, payments, and clients export to QuickBooks Online so your bookkeeper or accountant still has the financial source of truth they need. Most specialty consulting firms use Clientary as the operations layer (proposals, projects, time tracking, retainers, client portal) and let QuickBooks remain the books.
Yes. 14 days, no credit card required. You can import existing clients, create a few sample projects, and try the full workflow (proposal → project → time entry → invoice → payment). Most MEP and specialty consultants finish evaluating within a week.
Free 14-day trial. No credit card required. Cancel any time.
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