Your freelance business in one file. Clients, projects, hours, invoices and 6 ready-to-send email templates -- with a live dashboard that updates automatically.
- Clients CRM and Projects tracker with status dropdowns (Lead, Proposal Sent, In Progress, Completed...).
- Time Log to track billable hours per project.
- Invoices tab with automatic overdue highlighting and outstanding balance formula.
- 6 ready-to-send email templates: welcome, kickoff, invoice reminders, wrap-up, scope change.
- New Client Onboarding Checklist (15 steps) and general pricing/scope tips. Works in Excel and Google Sheets.
Bookkeeping/organization tool, not accounting, tax or legal advice. Pricing tips are general principles, not income guarantees.