Guides
Projects & Time
Guides on running and delivering client work — a repeatable onboarding checklist, tracking billable hours and turning them into invoices, and using a Kanban board to manage projects without chaos.
The Client Onboarding Checklist for Freelancers & Agencies
A repeatable checklist from signed proposal to first invoice and a branded portal — so every client gets the same organized start.
Read guideHow to Track Billable Hours and Turn Them Into Invoices
Capture time with a timer or manual entry, tag it to a project and rate, then turn unbilled hours into an invoice in one click.
Read guideKanban for Client Work: Managing Projects Without Chaos
To Do, In Progress, In Review, Done — how to run client projects on a board, and keep it from turning back into chaos.
Read guide