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Add-on · For service businesses · Win → Onboard → Deliver → Bill → Retain

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From first contact to paid invoice. For coaches, agencies, freelancers and consultants — win clients, deliver the work, track every hour and get paid on time.

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When you need this

• You sell services — Coaching, consulting, design, development, done-for-you.
• You deliver client work — Portals, deliverables and updates, so clients always know where things stand.
• You track time and budget — A timer per task, a build cap per project and invoices that add up.

Set it up in 3 steps

1 · Add your leads

Every prospect goes into the Sales Pipeline. Follow up until they sign.

2 · Start the client round

Onboard the client, set the hourly rate and build cap on the project, and create a Client Portal.

3 · Deliver and bill

Run the timer while you work, send weekly updates and invoice per phase.

Guide

Your pages

Sales Pipeline

Leads, proposals and the sales playbook — from first contact to signed.

Time & budget

Start an entry in Time, pick the project and phase, and click Stop when you are done. Hours roll up to the project and count against its build cap.

Sample version: the date filter in the box below is relaxed so the example entries stay visible. In your own copy it shows current dates only.