Reusable Project Management Templates
Your job just got so much easy.
Tap into your own previously created templates and reuse them whenever you need to.
Unlimited Retainer Templates
Easily reuse your contracts and retainers by setting your duration and period, auto-renewal, invoice information, billing type and more.
Unlimited Project Templates
Save project plans with budgets, dependencies, and assignments.
Unlimited Quote Templates
Streamline your client onboarding process by saving all your quotes, project plans, milestones, tasks and dependencies.
Unlimited Templates Inclusions
Inclusions allow you to track and invoice for expenses/costs/services within a period in addition to the fee charged for the work performed in the retainer. Recurring inclusions are automatically added as line items when an invoice is created for a period.
Unlimited Templated Notifications
Release automatic emails associated with a retainer, providing you and your team with customizable, reusable, automated reminders.
Customizable Rate Cards
Override any templated rates associated with the template, by easily configuring the rate you want to charge for different projects or retainers.