Track job profitability and set a budget See what each job earned after expenses and labour, set an hours or dollar budget, and get alerted before it runs over. Budgets Profitability Projects

Invoicing as a general contractor or tradesperson Estimate materials and labor, bill by milestone or progress, and track job costs for real margin. Invoicing for trades and contractors. Invoices Job Costing Projects

What is a milestone payment? A milestone payment bills a portion of a project when a defined stage is finished, instead of all at once. It's a friendly way to keep cash flowing on longer engagements. Invoicing Milestone Billing Projects

Track a project from deposit to delivery Follow one job end to end — approved estimate, deposit in, work on the board, final invoice out — so you always know where money and work stand. Deposits Invoicing Projects

Keep internal and client-visible project info separate Some notes are for your client; some are just for your team. Here's how to control what shows up in the portal and what stays behind the curtain. Client Portal Discussions Projects

Assign project work to a teammate On Studio? Hand off tasks on a project to the right person so everyone knows who owns what. Projects Studio Team Seats

Turn a project checklist into an invoice Done items, meet billable lines. Convert the checklist you've been ticking off into invoice line items so nothing delivered goes unbilled. Checklists Invoicing Projects

Archive or close a finished project Wrapped a job? Close it out so your active board stays clean — without losing any of the history, invoices, or files attached to it. Organization Projects Workflow

Run the project board Drag work across your custom stages on the project board so you always know what's in flight, what's blocked, and what's done. Kanban Board Projects Workflow

Bill a project by milestones Invoice as the work clears each stage instead of all at the end. Here's how to tie milestone payments to your project's phases. Invoicing Milestone Billing Projects