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Projects & Quotes

Quote it, run the project, invoice it automatically

From quote to project, from time tracking to invoice — the whole flow is connected.

Quote, project, and invoice move through a single chain. Billing can be set up three ways — hourly, fixed fee, or non-billable — and budgets/rates can be tracked at the project, task, or person level. Time tracking runs on a real timer; a user can only have one active timer running at a time.

  • 8 offering types: physical products, digital licenses, subscriptions, services, projects, maintenance contracts, bundles, managed services
  • A sent quote's price stays fixed even if the catalog price changes later
  • Real timer-based time tracking — flows straight into invoices through a draft-to-approved workflow
  • Per-person cost-rate history — past project profitability isn't skewed by a later raise
  • 3 billing types (hourly, fixed fee, non-billable) and a budget/rate matrix trackable at the project, task, or person level
  • A user can only have one active timer running at a time — enforced at the database level, not just the interface
  • Capacity report comparing your team's weekly availability against actual hours worked, flagging anyone over 100%

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