Client Billing Rate Sheet

WHAT IT DOES

Client Billing Rate Sheet is a browser extension that automatically scans the current webpage for client names, billing rates, hourly rates, project rates, service fees, and pricing information. It detects rate-related elements by examining class names, IDs, data attributes, and text patterns for keywords like "rate", "billing", "pricing", "fee", "charge", "hour", "project", "retainer", or "client". The extension adds a floating "save rate" button (💲) next to each detected rate element, allowing you to capture client name, rate type (Hourly/Project/Retainer/Annual), billing amount, currency, and custom notes with a single click. Clicking the button opens a panel where you can review the captured information, select the rate type, enter the billing amount and currency, add notes about rate negotiations, contract terms, billing policies, discounts, special terms, or any other relevant details, and save it to your local database. The extension maintains a complete client billing database per client with rate history, changes over time, and notes for each tracked client. The main panel displays all saved rates, showing the client name, rate type, latest rate amount, entry count, and latest note. All data is stored locally in your browser using GM_setValue, ensuring your billing rate tracking information persists across page reloads and browser sessions. This helps finance teams, project managers, account managers, and operations teams track client billing rates, monitor rate changes over time, and document rate negotiations across different projects and clients.

WHERE IT RUNS

This extension runs on any webpage that displays client billing rates, pricing information, service fees, or rate cards – including project management tools, CRM systems, billing platforms, financial dashboards, pricing sheets, client portals, contract management systems, and any page containing rate information. The extension intelligently adapts to different page structures and supports a wide range of common rate display patterns. No manual configuration is required per site; the extension automatically detects rate elements using a flexible pattern matching system. This makes it ideal for professional services firms, agencies, consultants, and finance teams managing client billing.

HOW TO USE

Simply install the extension and navigate to any webpage displaying billing rates or pricing information. The extension automatically detects rate elements and places a small "save rate" button (💲) next to each one. Click any of these buttons to open the rate save panel with client name, rate type, amount, and currency pre-filled where detected. Select the correct rate type from the dropdown, adjust the amount and currency as needed, add a note about contract terms, negotiations, discounts, or any other relevant detail, then click "Save Rate" to store it in your local database. A floating button (💰) appears in the bottom-right corner of the page – click this to open the main panel. The main panel shows all saved rates, sorted by most recent entry, with client name, rate type, latest rate amount, entry count, and latest note displayed. Click any rate card to view detailed history, including all logged entries with timestamps, rate amounts, currencies, and notes. Use the settings section to enable or disable auto-detection and set your default currency symbol. The "Clear All Rates" button removes all tracking data when needed.

ONE TECHNICAL SECTION – WHY IT WORKS

The extension employs a multi-layered detection system that identifies billing rate information with high accuracy. First, it scans the DOM using a comprehensive set of CSS selectors targeting common rate-related class patterns, IDs, and data attributes like "rate", "billing", "pricing", "fee", "charge", "client", and "customer". Second, it uses a TreeWalker to examine text nodes for rate-related text patterns, capturing rate information that may not be wrapped in typical rate elements. The client name extraction uses a pattern-matching engine with heuristics to identify company or client names following keywords like "client:", "customer:", or from data attributes. The rate amount extraction uses flexible regex patterns to identify monetary values with currency symbols, as well as rates with contextual qualifiers like "per hour" or "per project". The rate type detection analyzes text content and data attributes to classify rates as Hourly, Project, Retainer, or Annual. The currency extraction identifies currency symbols and codes from text and attributes. Each tracked client rate is assigned a unique ID based on the client name and rate type, ensuring that history stays correctly associated even when the same client appears in different contexts. A MutationObserver detects dynamic content updates and re-scans only when new rate elements appear, balancing real-time accuracy with system performance.

THE PANEL – DRAG / PER-SITE POSITION / SNAP / COLLAPSE / RESIZE / ESCAPE

The billing rate tracking panel includes a draggable title bar, allowing you to position it anywhere on screen for convenient access during billing reviews. The extension remembers your preferred position per website, so the panel opens in the same location each time you return to that domain. The panel supports snap-to-edge behavior – when dragged near screen edges, it gently snaps into place for a tidy workspace layout. You can collapse the panel down to just its title bar by clicking the collapse button, keeping it accessible without taking up screen space. The rate list and history are contained within a scrollable body, ensuring all content remains accessible even on smaller screens. Pressing the Escape key closes the panel instantly, returning you to your billing workflow.

PLEASE NOTE

This extension requires the free BotGentz extension to be installed and enabled, as it relies on BotGentz's userscript injection and GM_* API shims for cross-browser compatibility. Websites frequently update their HTML structures and class names, which may cause rate detection to break temporarily – we actively maintain the matching patterns and release updates regularly. The extension stores all billing rate data, rate history, timestamps, currencies, and notes exclusively in your local browser storage (GM_setValue); no data is ever transmitted to any external server or third party. You are responsible for backing up your billing rate tracking data if you switch browsers or clear your storage. The extension does not read, modify, or interfere with any billing systems, financial transactions, or site functionality – it operates solely on the static page content and stores only metadata (client names, rate types, amounts, currencies, and notes) that you explicitly create. Use this tool responsibly for internal billing tracking and rate management purposes.