Feature Comparison
Project & Task Management
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- Built-in Project ManagementProject Tracking
- Kanban Boards
- List, Calendar & Timeline Views
- Custom Project Statuses
- Custom Task Statuses
- To-Do Lists
- Convert To-Do to Task
- Fixed-Rate Tasks
- Attach Services to Tasks
- Budget Tracking
Time-Tracking
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- One-Click Timer
- Manual Entry
- Retroactive Logging
- Billable vs Non-Billable
- Weekly Summaries
- Desktop & Mobile AppsIn-browser
- Idle DetectionComing Soon
Invoicing
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- Built-in Invoicingbasic/export only
- Auto-Generate from Time Entries
- Multi-Project Invoicing
- Invoice Template Maker
- Stripe Card Payments
- ACH Bank Transfers
- PayPal Payments
- Per-Project Taxes
- Account Credit
Estimates & Contracts
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- Built-in Estimates
- Tasks & Services as Estimate Line Items
- Online Estimate Acceptance
- Estimate-to-Project Conversion
- Contract Attachment & Acceptance
- Contract Templates
Payments
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- Stripe payments
- PayPal payments
- Clients pay online (pay button on invoice)
- Manual payment guidance (Zelle, Venmo, Check)
Client & Contact Management
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- Client ManagementLimited
- Client profiles
- Multiple contacts per client
- Billing contact email preference (primary invoice Contact)
- Client credit / prepaid balance tracking
- Client Details Dashboard (See all projects, invoices)
- Client archive & restore
Services Catalog
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- Reusable service items with default rates
- Service linking to tasks, estimates & invoices
- Rate locking on service-backed line items
- Attach Services to Estimate Tasks
Tax Management
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- Tax rates on invoices & estimatesManual Entry
- Compound tax support
- Unlimited Tax Rates or Fees on Invoices
- Tax summary report
Expenses
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- Expense tracking with categories
- Receipt uploads
- Expense approval flow
- Roll billable expenses into invoices
- Track non-billable expenses
- Expenses Dashboard and filters
- Milage Tracker
- Expense Taxes
- Expense Markup Percent
- Recurring Expenses
- Partial expense billing tracking
Reporting
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- Time & project reports
- Dashboard KPIs
- Team utilization reportingPremium Only
- Project profitability reportingPremium Only
- Custom report builder with filters & groupingPremium Only
- Saved reportsPremium Only
- Projects with balances at a glance
- Tax summary report
- Activity / audit logPremium Only
- Detailed Custom Reports
- Export CSV
Team & Permissions
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- Assign team members to Projects/Tasks
- In-app and email notificationsEmail Only
- Role-based access control
- Owners-only financial visibility (rates, totals, invoices)
- Assign To-Do's to team members
- Multiple workspaces under one accountEnterprise Only
- SAML / SSOComing SoonPremium Only
- Google SSO sign-inComing Soon
Data & Security
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- Archive & restore (clients, projects, tasks)Projects Only
- Strict per-workspace data isolation
- 30-day soft delete with restore
- Deleted items restore page
Notifications
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- Email notifications
- Per-user notification preferences
- Overdue invoice alerts
- In-app notification center (bell)
- Project & task deadline reminders
- To-Do reminders