Project Pipeline

The Project Pipeline is a kanban board (web dashboard, Pipeline) tracking each piece of work through its lifecycle: Inquiry → Quoted → Booked → In Progress → Delivered → Invoiced. Finished projects move to a separate Past Projects view (Paid or Lost) so your active board stays focused on what's still moving.

Automatic stage advances

When a client accepts a quote from their public quote page, its linked project automatically advances to Booked — no need to move the card yourself.

Project detail — finances

Each project tracks invoiced, collected, and outstanding totals. Log Deposit and Log Balance work whether or not the project has a linked invoice yet — without one, it records a standalone payment against the project directly.

Workforce & profitability

Assign contractors to a project at either a flat fee or a percentage of the project's value. Profitability calculations use whichever is higher — the amount you planned to pay, or what's actually been paid out — so your margin numbers never look better than reality. Margins are color-coded: green above 20%, amber between 5–20%, and red below 5%.

Expenses on a project

Add a new expense directly against a project, or link one you've already logged elsewhere in Receipts & Expenses. Either way, it flows into that project's profitability and your overall Expenses totals.