Professional

Virtual assistant practice software for retainers and one-off projects

A 10-hour monthly retainer and a one-off inbox and calendar cleanup should not need two different proposals. Price the retainer tiers, quote the one-off, from the same book.

Monthly retainer. 10 hours Monthly retainer. 20 hours Monthly retainer. 40 hours Overflow hours (beyond retainer)

The retainer and the one-off project

From enquiry to a monthly rhythm

A monthly retainer and a one-off admin catch-up project both sit in the same price book, so a new client sees a clear starting figure straight away.

What BM-360 is

A virtual assistant's price book, job list, and invoicing, covering monthly retainers, one-off projects, and specialist support.

Between clients or at your desk

Scope a new enquiry between client tasks. Build out your retainer tiers and overflow hour pricing at your desk.

Overflow hours priced clearly

Hours beyond a retainer are their own line, so a busy month never gets absorbed quietly into the base fee.

Your week

From enquiry to a set number of hours

Virtual assistant work depends on being clear about hours from the first message.

01

What goes wrong

A new enquiry describes "some admin help", gets a rough estimate, and the actual hours only become clear after the first month.

02

How a job runs with BM-360

The enquiry lands on your job list, priced from the book, whether it is a retainer tier or a one-off project.

03

What the week looks like

Retainer clients and one-off projects sit on the same list, and the invoice matches the hours or scope agreed.

Price book

Jobs already named for virtual assistants

Monthly retainers, one-off projects, and specialist support are already listed, priced by the hour or by the month. Prices stay hidden from the client until you confirm.

Monthly retainers

  • Monthly retainer. 10 hours
  • Monthly retainer. 20 hours
  • Monthly retainer. 40 hours
  • Overflow hours (beyond retainer)

One-off projects

  • Inbox / calendar cleanup
  • Admin catch-up project
  • Custom engagement (proposal)
  • CRM / pipeline setup
  • Travel booking support

Tools & subscriptions

  • Shared tool subscription (pass-through)
  • SOP / template pack

Specialist support

  • Bookkeeping lite (monthly)
  • Customer support cover

Extras

  • Rush / same-week priority
  • After-hours support block
  • Meeting cover / note-taking