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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.
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Projects
Multi-step jobs with stages
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Time
Track and bill time
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Retainers
Recurring blocks of hours or credit
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Contracts
Agreements with terms and status
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Accounting
Ledgers and financial summaries