For solo professionals
Manage enquiries, quotations, recorded time and invoices in one workspace built around the business side of independent work.
Review the accepted quote, project billing agreement and dated time entries together before choosing the eligible billing action.
Separate approved work, invoiced work and payment follow-up. Split retainer entries that cross the remaining allowance.
You can finish the client work and still spend the evening finding an agreement or reconstructing your hours. A shared reference for the enquiry, project and invoice makes those small administrative jobs easier to return to.
Keep the relationship before creating another record.
For example: An independent designer quotes for a brand refresh, records revision work and reviews the invoice at the end of the engagement. The workflow gives each commercial step a clear reference.
Only eligible billable work should enter billing. Review approval, coverage and existing invoice links first.
Yes. Email is optional; provide the required identity details and review possible duplicates.
Keep the proposal, workshop preparation and advisory hours attached to the engagement, so the fee reflects a service the client can recognise.
Give bug fixes, support calls and delivery tasks clear descriptions before they reach an invoice. Keep development tools alongside the business record.
Quote the deliverables, organise revisions as work and keep the invoice connected to the agreement. Your creative tools stay part of your own process.
Organise the engagement and fee records around your work. Use the legal-practice page for the distinction between ordinary billing and client-money requirements.
Keep advisory engagements, recorded effort and fees organised. Specialist financial advice, filings and regulated processes remain separate responsibilities.
Describe the agreed programme or session package and keep the customer and invoice details together. Confirm appointment access if scheduling is essential.
Connect the client brief, campaign tasks and invoice. Keep publishing and campaign performance in your channel tools, with client work and billing organised here.
Keep a design engagement’s proposal, review tasks and time records together while your drawing and technical approval tools handle their specialist work.
Start with non-sensitive business and billing records. Confirm appointment availability and data-handling requirements before using the setup for a live practice.
Organise client enquiries, service work and commission invoices. Explore the property page separately if lease administration is part of your business.
AI assistance
Prepare business documents and get customer context before your next conversation.
Between client conversations, use mobile access to check a record or capture the work you have just completed. Confirm the available workflow before relying on it away from your desk.
Choose with clarity
Start with workflows shaped around the work you do, then check the specialist and regional requirements that matter to your business.
Choosing an industry configures the workspace. It does not turn TerminalERP into a certified specialist system or prove country-specific compliance.
Compare the plans or tell us the task you want to manage. Use a real example to decide whether the available workflow fits.
