Keepr for an outsourced development company
Shaping the account
Clients belong to the organization; projects, tasks and tags belong to a workspace. So the setup that usually works is one workspace per delivery unit or squad, one client record per customer, and one project per engagement pointing at that client. Two squads can then bill the same customer from their own workspaces and the customer’s hours still total up in one place.
Tasks hang off a project, and a project can require them: set the workspace’s classification to “Project + task required” when a customer expects hours attributed line by line, or leave it “Optional” for internal work. Team allows up to ten people, five workspaces and a hundred projects; Ultimate lifts all three.
Billable and non-billable
Billability lives on the entry, and a project only supplies the default — the “Billable by default” switch in the project dialog. Changing that default affects future entries and never rewrites history, so estimating, interviewing and internal demos can sit in the same tracker as customer work without inflating an invoice.
Summary and Detailed both split their totals into billable and non-billable, and the Status pill filters to one or the other. Filter to Billable when you are preparing an invoice, and to Non-billable when you want to see what delivery overhead actually costs.
Who sees whose hours
Members see their own entries, do not get the Team pill on Reports and cannot browse a colleague’s time. Owners and admins see the whole organization. For most outsourcing companies that is exactly the split they want: engineers log time, delivery leads report on it.
Where a squad should not see another squad’s customers at all, give its members access only to their own workspace. Owners and admins reach every workspace regardless, so someone always has the whole picture.
Getting the numbers out
For an invoice, run Summary over the billing period grouped by Client or by Project, then export CSV or Excel — the export carries the same filters as the view on screen. Export Detailed instead when a customer wants the line-by-line breakdown.
Keepr measures hours; it does not price them. There are no hourly rates on a project, no budgets and no invoicing, so the rate card stays in whatever you bill with. Exports need the Team or Ultimate plan.