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Sell time & projects

Agency / Studio

From proposal to paid: projects, time, retainers, and margin in one place.

Work is delivered as projects with stages; hours are tracked and billed; ongoing clients are served on retainers (blocks of hours or credit); engagements run under contracts. Quotes convert to projects, time converts to invoices, and everything reconciles to the books — no more spreadsheet timesheets and lost billable hours.

What this template turns on

On top of the 16-module foundation every business gets.

  • Projects

    Multi-step jobs with stages

  • Time

    Track and bill time

  • Retainers

    Recurring blocks of hours or credit

  • Contracts

    Agreements with terms and status

  • Accounting

    Ledgers and financial summaries