Running Toggl as a service, Resource Planning

Toggl Track Agency Implementation, Profitability Reporting and Billable Time

Learn to set up Toggl Track for your agency, configure billable rates and fixed-fee projects, automate time capture across your team, and generate custom financial reports that show true project and client profitability. This course covers retainer delivery workflows, timesheet approval processes, and integration with your existing project management tools.

Open the decision record for Toggl

What does running Toggl for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
$10/mo (Starter plan) + $0 setup, assuming agency already has a computer and internet
Time to first value
Medium setup (2-4 hours per client); days to first value
Payback
Breakeven within 1 month with 1 client (client fee $49/mo covers $10 tool cost + time)
Guided implementation
8 hours

Is Toggl worth running as a client service?

Time tracking as a service offers a low-cost, high-margin recurring revenue stream for agencies, but requires diligent onboarding and reporting to retain clients.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Toggl Track account (Starter or Premium plan)
  • Slack or email channel for client communication
  • Basic project management software (e.g., Asana, Trello) for onboarding checklists
  • Integration apps (Zapier or Make) if needed for custom workflows

People and inputs

  • Agency staff to handle onboarding and reporting (1-2 FTE per 10 clients)
  • Time to set up each client workspace (2-4 hours per client)
  • Sample profitability report template to reuse for clients

Included with the course

6 working documents for delivering this service.

  • Billable Rate Configuration Worksheetworksheet
  • Time Tracking Adoption Checklist for Teamschecklist
  • Custom Financial Report Setup Guideguide
  • Timesheet Approval Workflow SOPsop
  • Background Activity Tracking Policy Templatetemplate
  • Project Profitability Analysis Templatetemplate

Listed by name. These documents are not yet published as individual downloads.