Features
Five modules. One set of records.
From presales to reporting. Scope, estimate, price, plan, track time, manage changes, bill and report, with the margin visible at every step.
Module 01 · Presales
Win the work on numbers you trust.
- Scope templates.
- In scope and out of scope.
- Assumptions.
- Versions.
- Estimate linked to scope.
- Rate card.
- Margin check.
- Quote as PDF.
- Three work types.
Module 02 · Delivery
Everything the signed scope promised, tracked in one place.
- One click handoff from signed scope.
- Tasks linked to scope.
- Resource plan and utilization.
- Time logging with timer or manual entry.
- Billable and non billable.
- Change requests with client approval.
- Deliverable sign off.
- Project closure with final margin.
Module 03 · Billing
Bill what you did, on the schedule the work type sets.
- Invoice schedules by work type.
- Invoices built from logged time, milestones and approved changes.
- Quoted vs actual vs billed.
- Export to your accounting software.
Module 04 · Client portal
Your client sees status, approvals and invoices without asking.
- Status.
- Sign offs.
- Change requests.
- Invoices.
- Access by secure link.
Module 05 · Reporting
What the owner needs to see, updated as work is logged.
- Utilization by person and team.
- Margin by project and client.
- Portfolio health.
Basics
The things you would ask about anyway.
Roles and permissions
Each person sees what their role needs.
Encrypted, backed up
Your data is encrypted and backed up daily.
Your data, exportable
Export your data any time.
Setup guide
A setup guide and import templates to get going.
Real support
Email support from the team that builds the product.
Get started
Setup takes about an hour with your own data.
No credit card · Free for three months · Cancel any time