Organize client projects
Use jobs for clients, scopes, contracts, or work streams so each project can be reviewed independently.
Use jobs for clients, scopes, contracts, or work streams so each project can be reviewed independently.
Use tasks and tags for strategy, delivery, meetings, admin, research, or implementation work.
Use job-specific rates and mark shifts as paid or unpaid when consulting work has different billing states.
Create filtered PDF or XLSX reports for client backup, bookkeeping, invoice preparation, or internal review.