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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.
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Projects
Multi-step jobs with stages
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Time
Track and bill time
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Contracts
Agreements with terms and status
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Client portal
A client-facing portal for your customers
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Expenses
Log and reimburse business spend
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Tax & set-aside
Reserve a % of income for tax; simple profit and estimated-tax view