For Online Business Managers
Run client delivery without rebuilding the week from scattered tools.
Steady gives OBMs a calendar-first workspace for planning client delivery, managing retainers, tracking billable work, coordinating small teams, and keeping invoices tied to the work that actually happened.
The delivery problem
OBM work is too operational to live in disconnected tools.
Online Business Managers are often responsible for keeping client delivery moving across projects, retainers, meetings, contractors, admin, and approvals. When the calendar, task board, timer, spreadsheet, invoice, and payment link all tell different stories, it becomes hard to know what has been promised, delivered, billed, or quietly absorbed.
- Client commitments get split across calendars, task boards, retainers, notes, invoices, and manual spreadsheets.
- Retainer usage is hard to explain when planned work and completed work are tracked in different places.
- Team or subcontractor capacity can look fine until you manually rebuild the week after the fact.
- Invoices become harder to trust when delivery, approvals, expenses, and time entries are not connected to the client record.
The Steady workflow
One operating loop for client delivery.
Steady helps OBMs run the client week from the calendar first, then turn delivery into clean records for retainers, reporting, approvals, invoices, and client-facing documents.
Plan client delivery
Block work by client, project, retainer, team member, or billing type so the week starts with visible commitments and capacity.
Track what happened
Convert planned blocks into time entries, adjust the reality, and keep each record attached to the right client, project, or retainer.
Protect retainers
Burn down client retainers as hours or credits from scheduled work and time entries, with remaining usage visible before it becomes awkward.
Invoice and share
Send estimates, collect signatures, generate invoices, accept Stripe payments, and give clients low-friction access through secure links or the portal.
Why OBMs choose Steady
A delivery workspace that understands capacity, retainers, and billing.
Steady is built for operators who need more than a timer. It connects client commitments, weekly capacity, approved work, retainer usage, invoices, payments, and client records.
Calendar-first delivery planning
Plan client work before the week begins and see whether your roster is actually deliverable across clients and team members.
Retainers as hours or credits
Create client retainers manually, from the service catalogue, or from paid invoices, then burn them down from real work.
Team capacity visibility
Set weekly hours and rates for team members so capacity, utilization, staff margin, and client delivery stay visible.
Quote and estimate approvals
Send browser-based estimates and quotes, collect signatures, and keep approval connected to client delivery and invoicing.
Client portal and sharing links
Clients can view quotes, sign estimates, pay invoices, download PDFs, and optionally see planned work or invoice time-entry detail.
Invoice-ready records
Turn verified time, expenses, retainers, service catalogue items, and ad hoc lines into invoices without rebuilding the month manually.
Who it is for
Built for operators who run delivery across multiple clients.
Steady fits OBMs and operations leads who are responsible for making client work happen, keeping retainers honest, and turning delivery into clean records.
Online Business Managers
Run client delivery, recurring operations, project support, approvals, and monthly billing from one planning-first workflow.
Client operations leads
Keep delivery, retainers, invoices, and client communication aligned across a busy client roster.
Boutique admin agencies
Coordinate internal team work, client retainers, quote approvals, and invoice-ready records without adding heavy agency software.
Fractional operators
Balance high-value advisory and operations work across several clients while protecting weekly capacity and billing clarity.
“OBM work breaks down when delivery, retainers, approvals, and billing all live in separate systems. Steady keeps the client week connected.”
Sarah, Fractional OBM
Online Business Manager