Dashboard
🔔
?
All
In Progress
In Review
Complete
On Hold
👥
① Team
Pick your team
② Tasks
Add hours & rates
🧱
③ Materials
List cost items
📋
④ Quote
Set margin & total
⏱ Start a new session
Project
Task
Person
Hourly Rate ($/h)
00:00:00
Today's Summary
0h 0m
Logged
0
Sessions
$0
Earned
All Time Entries
Task Person Date Time Duration Rate Amount
Spending by Category
Income by Category
Fixed & Recurring Costs
No fixed costs yet. Add rent, memberships, or other recurring expenses.
All
Expenses
Income
Description Category Project Date Vendor / Supplier Amount
Active
All
Repeat
High Value
New Inquiry
Orders & Invoices
All
Pending
Paid
Overdue
Invoice Customer Project Issued Due Amount Status
BL
Customer Name
email@example.com
⊙ Business Profile
Business Name
Shown in the sidebar logo
Owner / Your Name
Shown in the account area
Currency Symbol
Displayed before amounts
Accent Colour
Main theme colour for the app
Teal
◷ Time & Billing
Default Hourly Rate
Pre-filled in timer & time entries
$ /hr
Timer Rounding
Round sessions to nearest interval
📋 Invoice Defaults
Invoice Number Prefix
e.g. INV-, #, or your initials
Default Payment Terms
Days until invoice is due
💸 Expense Categories Changes apply live to the Costs tab
Colour Icon Category Name Preview
💡 Tip: Click any field to edit it inline. Changes save automatically.
💰 Income Types Changes apply live to the Costs tab
Icon Type Name
💡 Tip: Click any field to edit it inline. Changes save automatically.
👥 Team & Company Size Members can be assigned to projects & tasks
Company Size
Helps tailor the workspace to your team
Avatar Name Role / Title Rate/h
💡 Tip: Initials are auto-generated from the name. Changes apply live to project & task dropdowns.
✓ Settings saved