Manage the work
Clients and projects as real records, tasks with sub-tasks, and kanban boards for the weekly run.
Client work, in one place
Clients, projects, tasks and time sit on the same record, so the invoice is a review of what happened, not a reconstruction from memory.
No credit card required.
Northwind Co › Brand refresh › Design QA
02:14:36
Sample data
The problem
A project tool, a time tracker, a notes doc and an expense app. Four systems, each holding a quarter of the story, and someone stitching them together every month.
"8.5 hours, Northwind." Doing what? The task and the note live somewhere else, so the invoice line gets written from memory.
Mileage on a notepad. A receipt in someone’s wallet. An hour logged to the wrong project. Every gap between tools is margin walking out the door.
Chasing timesheets, exporting from three systems, rebuilding the same report, every month, from data you already had.
One system
Everything below sits on the same clients and projects. Nothing gets reconciled, because nothing was ever separate.
Clients and projects as real records, tasks with sub-tasks, and kanban boards for the weekly run.
Rich notes, shared files, and screen clips recorded straight onto the task.
Timers, timesheets, approvals, expenses and mileage on the same project.
Five roles, per-person financial visibility, and a "view as" check before a client does.
The plan
The real records everything else attaches to: tasks, notes, time and expenses.
Timers, notes and expenses get logged against the task, not reconstructed later.
Pull a report from what’s already there and send the invoice.
Tasks & boards
Kanban boards with the lists you use. Every task opens in a split view with sub-tasks and more than one assignee, and carries a breadcrumb back to its client, so nobody has to ask. Start the timer from the task itself, not from another screen.
The invoice stops being a second job. It's just what's left when the work was already logged.
No credit card required.