Hours in, one invoice out.
Logging, approving and billing are one pipeline. The margin is never a separate calculation at the end of the month.
Everyone logs hours the same way
A timer for people who work in blocks, a filled-in week for people who do not. Staff and contractors use the same screen, and every entry carries a project.
You approve the week once
One screen for the whole crew. Anything unusual carries an amber flag — a twelve-hour day, a project nobody expected, a rate that was overridden last month.
The invoice builds itself
Approved hours multiplied by the rate on each record, grouped by project. Markup only exists on contractor records, so a staff hour lands as cost and a contractor hour lands as cost plus margin.
Logging, in two shapes
Some work suits a timer and some suits filling in a week. Both produce the same entry: a person, a project, a date, a duration and an approval state. A timer started from a board card also carries the ticket.
- Timer in the shell, running visibly from any screen
- Week view for anyone who reconstructs a day at the end of it
- Every entry carries a client and a project
- Edits stay possible until the week is approved
Approval is one screen
The whole team’s week on one page, staff and contractors together, with amber flags on anything unusual — an entry logged days late, a duration well outside that person’s pattern, a project that has no budget left. Approve the week, or query one line.
Where the invoice comes from
Approved hours at the rate on each record, grouped by project. Staff hours become project cost. Contractor hours become a payable and a billable line. The client invoice and the contractor payment come out of the same set of numbers, so the margin was never a separate calculation.
- One action turns an approved month into a client invoice
- Rate overrides for a single month, flagged until reset
- Contractor payables generated alongside the client invoice
- Push to QuickBooks is next on the roadmap
Contracts on the record
The crew record holds the rate and the engagement type, so the agreement that sets them lives there too. Draft a contractor services agreement from the template, sign it, and send a link. They sign from a phone; a new contractor gets their account, their membership and their rate in the same step, and the signed PDF stays on the record.
- A contractor services agreement per person, from one template
- Signature by typed legal name, countersigned by you
- Signing creates the account and the crew record
- The signed copy emailed to both parties and kept on the record