Organize clients and work

Clients, projects and tasks

Clients, projects and tasks connect operational work to billing. A clean foundation means fewer corrections when it is time to invoice.

Clients and contacts

A client stores its billing address, currency, and optional document language. Contacts add names, email addresses, roles and telephone numbers.

When creating a client, you can optionally add its first contact in the same form. Leave every contact field blank to save only the client.
When delivering a document, choose a contact with an email address as the recipient.
The client page brings together contacts, projects, estimates and invoices for that client.

Projects and billing

Projects belong to a client and use Time & Materials, Fixed Fee or Non-billable economics. Rates can come exactly from the project, task or person, while hour, task, cost and fee budgets can run for the project lifetime or reset monthly.

Time & Materials projects take the selected project, task or person rate without fallback. Fixed-fee time supports utilization but does not generate fee revenue; invoice the fee in partial project-attributed lines.
Open a project to compare cumulative progress with a lifetime hours budget, review weekly hours in 26-week periods, and see tracked time, costs, invoiced work and remaining budget together.
Assign tasks and users, then mark billable tasks and project managers.
Select multiple projects to archive or restore them together. You can extend a full-page selection to every project matching the active filters.

Tasks and archiving

Tasks describe kinds of work such as development or consulting. They can carry a default rate and default billability, and they can be marked as common tasks.

New workspaces include a few common tasks in the selected language. Common tasks are added automatically to new projects. Edit, archive or replace them with tasks that match your work.
Select common or non-common tasks to archive, restore or permanently delete unused tasks in bulk.
Archived clients, contacts, projects, or tasks disappear from new selections but stay on historical records. Archived contacts can be restored from the client page.
Restore archived projects and tasks from their filtered archive view.