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Discuss work with your client
Keep threaded, searchable discussions on the project itself so scope decisions stay attributable instead of getting lost in email.
Portal
Projects
Track goals with checklists
Break a job into checklists of goals with owners and order, then move them across a Slated, In progress, Done kanban board.
Projects
Create custom sub-statuses
Layer your own workflow states on top of the project lifecycle so the kanban, status counts, and filters speak your process.
Projects
Workflow
How to create a project
Create a project to tie a client to its estimate, invoices, checklists, discussions, time, and expenses on one page.
Projects
Convert an approved estimate
Turn an approved estimate into an invoice to bill, a project to start work, or checklist goals from its line items.
Estimates
Invoices
Projects