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- Set automated billing schedules for retainers with project level revenue assignment.
- Track time against milestones and sync entries directly into customized invoices.
- Monitor team productivity through user level reporting and real time activity logs.
- Manage recurring client workflows with saved services, fixed rates, and due dates.
- Convert approved estimates into active projects with billing permissions applied.
- Add late fees or discounts based on client type, payment status, or contract length.
- Integrate Gusto for payroll data or HubSpot for synced contacts and lead invoices.
- Generate reports that break down profitability by client group, service, or channel.
