Contracts
Value, term, renewal date, and retainer periods. See how far the work drifts from what you signed.
Flat fee, hourly, and milestones together.
Lines come from approved work.
Balance and burn, from approved time.
Who owes what, and how late.
Yes. A contract splits into deliverables, and each bills its own way: flat fee, hourly, milestone, or retainer. Every invoice knows which piece it draws from.
Flat fee, hourly, milestone, or retainer.
See how far the work drifted.
E-signature, and reminders 60, 30, and 7 days out.
Across the workspace
A won deal becomes a draft contract and its deliverables in one move. Each deliverable bills its own way, and every invoice points back to the work it came from.
What this removes
Exporting and reconciling between your CRM, timesheets, and accounting.
Value, term, renewal date, and retainer periods. See how far the work drifts from what you signed.
A piece of a contract with its own team and billing method. Project budgets draw from it.
Plan what you will bill, then compare it to what you did.
Built from approved hours, milestones, fees, and receipts.
Balance and burn per period, shareable with the client.
Payments, balances, and days overdue on the client record.
Snap the receipt. It routes for approval and lands on the right project.
What you owe subcontractors, tied to the work.
One workspace, so the records here are the records everything else reads.
Modules with their own pages
ContractsProInvoicesBusinessExpensesCoreAlso uses Timesheets, Deals, Clients
Switching from another tool?
If it exports a CSV or a document, it moves. See how to migrate
Don't see your question? Contact us
Yes. Each deliverable bills its own way: flat fee, hourly, milestone, or retainer. One contract can use all four.
It can. Invoices go from draft to review to sent, with approval by the people you choose.
Yes. Bill each client in their own currency. Expenses can use a different currency from the budget.
Both are in development, along with FreshBooks. Nothing is listed as available until it ships.
You get reminders 60, 30, and 7 days before it expires. Every version is kept.
Yes, if you share it. The balance shows in their portal, from the same approved time you invoice.
Snap a photo and the merchant and total are read for you. It routes for approval and can go straight onto the invoice.