For consultants
Consultant booking software for calls and invoices
Let clients book calls, send proposals, and invoice retainers in one place.
5 days free UK-based support Cancel in 1 click
Everything in one place
Built for consultants
- Online scheduling
- Proposals and quotes
- Recurring invoices
- Client records
Sound familiar?
The daily headaches, sorted
Back-and-forth scheduling
Clients book calls against your real availability, no email tennis.
Proposals and invoices are separate
Quote the work and invoice it from the same place.
Retainers need chasing
Recurring invoices bill retainers automatically each month.
How Serve helps consultants
One platform, less admin
Online scheduling
Share a link so clients book calls around your availability.
Proposals and quotes
Send itemised quotes and proposals, then convert them to invoices.
Recurring invoices
Bill monthly retainers automatically by card.
Client records
Keep notes, quotes, and history against every client.
Common questions
- Can clients book calls online?
- Yes. Share a booking link tied to your real availability.
- Can I bill retainers?
- Yes. Recurring invoices bill monthly retainers automatically.
- Can I send proposals?
- Yes. Send itemised quotes and convert accepted ones to invoices.
Ready when you are
Run your consultants business on Serve
Start free today. Explore plans and pricing, every feature, or the trades we build for.