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Sell time & projects

Freelancer / solo

Bill your time, track your money, set aside your tax — solo, without the admin.

Log time against clients and projects and turn it straight into invoices; capture expenses as you go; and reserve a percentage of every payment for tax so nothing's a year-end surprise. Clients view their documents and pay through a portal — a lean set-up for a one-person business.

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

  • Contracts

    Agreements with terms and status

  • Client portal

    A client-facing portal for your customers

  • Expenses

    Log and reimburse business spend

  • Tax & set-aside

    Reserve a % of income for tax; simple profit and estimated-tax view