How to make an app for a business consultant

A consultant working with eight or ten firms needs to remember what was agreed at each visit, who in the client's team owns which task and what is overdue before the next review. An app for your own work keeps action plans, visit notes and fees for every client in one place.

Updated 2026-11-09

Who uses the app

Usually you alone, so the data can stay on your phone. If an associate also visits clients, or you want a client's manager to update their own tasks, connect your own Supabase database with sign-in.

The screens a business consultant app needs

This week: Visits and reviews this week, and action items due across all clients
Clients: Each firm with industry, owner, contact people, engagement type, start date and fee
Action plan: For a client, the agreed actions with owner in their team, due date and status
Visit notes: Dated notes for each visit: what was seen, what was agreed, and photos of the shop floor or registers
Reviews: Monthly review summaries with what moved, what is stuck and next steps
Fees: Retainers and project fees by client, invoiced and received, with invoices as PDFs

Features worth asking for

Action items with an owner from the client's team and a due date
A WhatsApp button that sends the client a summary of actions agreed at the visit
A monthly review as a PDF to share with the owner
Overdue actions across all clients on one list
A phone reminder before each visit or review, in the installed app
Retainer tracking with invoice PDFs and a pending list

Where the data lives

As a one-person practice, the data can stay on your phone; take backups from settings. To share action plans with an associate or a client's manager, connect your own Supabase database with sign-in and choose what each person can see.

How to make it with AppCub, step by step

Decide what the app does. List the screens you need, for example: This week, Clients, Action plan, Visit notes, Reviews.
Describe it to AppCub. Paste the request below, changed to your own business and details.
Check the plan. AppCub shows the screens and features it will build. Change them in the chat until they are right; seeing the plan is free.
Try it on your phone. The app runs live next to the chat. Scan the QR code to install it, and ask for changes.
Share it. Share it as a web link, an APK file, or publish it on Google Play from your own developer account.

Copy this request, change the details to match your business consultant, and paste it into AppCub:

Make an app for my consulting work, Patel Business Advisory in Rajkot. Screens: this week, clients, action plan, visit notes, reviews and fees. Clients have firm name, industry, owner, contact people, engagement type (diagnosis, retainer, project), start date and fee. Action plans have actions with owner in the client's team, due date and status. Visit notes with date, text and photos. Monthly review summary as a PDF. WhatsApp button to send agreed actions after a visit. Fees with invoice PDFs. Charcoal and mustard colours.

Tips for a business consultant app

Write the visit note before you leave the client's premises; it is the record both sides will refer to.
Give every action one owner and one date, even when the owner is the client.
Keep each client's numbers in their own files; the app tracks what was agreed, not their accounts.
Use the overdue list before every review so the meeting starts with facts.
Ask for Gujarati or Hindi labels on the summary message if your clients' teams prefer them.

What it costs

Describing your app and seeing AppCub’s plan for it is free.
A new app usually takes 60 to 110 credits. Start with the 2-day trial for ₹99 (150 credits, enough for one app and a few changes) or the one-time App Pack for ₹499. Starter is ₹1,599 a month for 700 credits.
Google Play needs a paid plan (it includes the Play Store bundle and your app’s signing key) and your own Google Play developer account, a one-time US$25 fee to Google.
Work that fails or is rolled back costs no credits.

See all plans

Good to know

AppCub doesn't connect to clients' accounting or ERP software, so the app holds plans and notes, not live business figures. Summaries go to clients when you tap WhatsApp or share the PDF.
AppCub builds Android apps. You can also share the app as a web link that opens on any phone; for the iPhone App Store, AppCub’s team can do it for you.

Questions

Can a client's manager update their own tasks?

Yes, with your own Supabase database and sign-in. Ask for client logins that see only their firm's action plan.

Can the app send the visit summary to the owner?

A button opens WhatsApp with the agreed actions listed, and you send it. You can also share the monthly review as a PDF.

Can I attach photos from a factory visit?

Yes. Photos can be attached to a visit note, such as a register or a stock rack you want to discuss later.

Can the app show each client's sales or costs?

Only figures you enter. AppCub doesn't connect to accounting or ERP software.

Can I see all overdue actions across clients?

Yes. Ask for an overdue list that groups actions by client and owner.

Do I need an online database as a solo consultant?

No. If only you use the app, data stays on your phone. Connect a database when someone else needs to see or update it.

Make your business consultant app

Seeing the plan is free. Building starts with a 2-day trial for ₹99.

Start building