Knowledge hub for IT Consultants

Run your IT consultancy with tools built for the way you work

Turn your consulting workflows into software you control. Build client portals, project and engagement trackers, discovery questionnaires, asset inventories, change request workflows, timesheets and reports — simply by describing what you need.

Start with the basics

Build the tools your IT consultancy actually needs

IT consultants juggle leads, proposals, statements of work, delivery milestones, change requests, risk logs, tickets and time tracking — often spread across spreadsheets and disconnected tools.

Use YeshBe to build custom apps around your own delivery model. Create a branded client portal, design an engagement tracker for milestones and dependencies, capture discovery data with checklists, maintain an asset inventory and risk register, or standardize timesheets and approvals. Start with the part of your workflow that needs the most control and grow from there.

Because you are building to fit your practice, you decide the fields, steps and permissions. Keep everything in one place, make it easy for clients to collaborate and give your team clear, up-to-date views of what matters.

  • Client portalsBuild branded portals for each client to share roadmaps, deliverables, documents, tickets and approvals.
  • Engagement & project trackingCreate trackers for scope, milestones, dependencies, risks and change requests with views your team actually uses.
  • Assessments & inventoriesTurn discovery checklists into an app that records assets, systems, risks and recommendations.
  • Time & billing workflowBuild timesheets, approvals and billable reporting you can export for invoicing.

Learn and apply

Guides for IT Consultants

Practical guides that help IT consultants and technology professionals run the business better.

Build it yourself

What IT consultants and technology professionals build with YeshBe

Copy a prompt, paste it into YeshBe and get a working first version in minutes.

  1. Client portal with ticket intake

    Give each client a private space to see status, deliverables and submit requests while your team manages triage and updates.

    Prompt

    Build a client portal for my IT consulting practice. Each client company has its own login and can see: active engagements, milestones, status, documents, and a form to submit tickets or change requests (priority, description, attachments). Internally, create a triage dashboard to assign requests to consultants, set target response/resolution times, update status, and post updates visible to the client. Include permissions so consultants see only assigned items and clients see only their data.

  2. IT assessment & asset inventory

    Standardize discovery with guided questionnaires, asset records, risks and a shareable summary for the client.

    Prompt

    Create an IT assessment and asset inventory app for onboarding new clients. Include a guided questionnaire (network, endpoints, servers, cloud, security, backups, policies). Let me add assets with fields: type, hostname, owner, location, criticality, warranty date, notes. Generate a findings list with severity, impact, recommendation and owner. Provide a client-facing summary page, and let me export assets and findings to CSV.

  3. Proposal & SOW builder

    Assemble proposals from templates, scope items and pricing, then capture client approval in a simple review step.

    Prompt

    Build a proposal and statement of work builder for my IT consultancy. I need templates, scope items with description and estimated effort, pricing (fixed fee or time-and-materials with rates), milestones and deliverables, assumptions and out-of-scope lists, and a client approval page to record name, title and date. Include versioning and a dashboard of proposals by status (draft/sent/approved/declined).

  4. Time tracking & billing dashboard

    Streamline timesheets, approvals and billable reporting for invoicing.

    Prompt

    Create a time tracking and billing dashboard. Consultants log daily time against client, project and task code, mark billable or non-billable, add notes, and attach evidence if needed. Managers review and approve timesheets weekly. Include reports for billable hours by client, project and consultant by week/month, and a CSV export I can use for invoicing.

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Questions and answers

Common questions about IT Consultants

Answers to the questions owners ask us most often.

Do I need to know how to code to build tools for my consultancy?

No. Describe what you want in plain language and refine it step by step. You control fields, screens and workflows without coding.

Can I build a ticket intake and SLA view for clients?

Yes. You can create request forms, a triage board, set target response and resolution times, and show clients real-time status updates in their portal.

We already use spreadsheets. Can I mirror that structure?

Yes. Start by matching your current columns and steps, then add validation, approvals and reports to improve the process over time.

Can I tailor tools for different clients or service lines?

Yes. Build reusable templates and add client-specific fields, permissions or workflows so each engagement fits how you deliver.

Build the app your IT consultants and technology professionals business is missing

Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.

Start building for free

What will you build first?

Start with one sentence. You can change everything after you see it.

Free to start. No credit card.