Stop Juggling Five Apps.
Run Your Business in One Place
From first estimate to final payment, hrglass handles it all. Every module included in every plan.*
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Features
Features
The hub of every engagement
Projects are where the work lives. Every task, hour, expense, estimate, contract, and invoice rolls up to a single project so you always know what’s been done, what’s left, and what it’s worth.
- One workspace per engagement with budgets, deadlines, and team members
- See profitability in real time as time and expenses are logged
- Spin up a fully scoped project the moment a client accepts an estimate
Move work forward, every day
Break projects into clear, assignable tasks with due dates, statuses, and built-in time tracking. Tasks keep your team aligned and turn vague deliverables into a checklist that actually gets done.
- Assign work, set due dates, and track progress at a glance
- Track time and attach services or fixed rates directly to a task
- Choose from four task layouts: default table, compact table, status-grouped, or compact cards
Every minute, accounted for
Start the timer when work begins, log hours after the fact, or quickly fill in the gaps. Tracked time flows straight to invoices so billable work never slips through the cracks.
- One-click start/stop timer with quick-stats panel
- Log time against any project or task in seconds
- Bill tracked hours instantly through Direct Project Invoicing
Get paid for the work you do
Send branded invoices, accept online payments, and track who owes what at a glance. Negative line items, drag-and-drop reordering, payment terms, and Stripe—everything billing should be.
- Build invoices with reorderable line items, taxes, and payment terms
- Accept card payments online and auto-mark invoices paid on receipt
- See outstanding, overdue, and paid invoices in one dashboard
From quote to kickoff
Send polished, professional estimates that auto-convert into live projects the moment a client accepts—no re-keying, no delays. Track Pending, Accepted, and Declined statuses at a glance.
- Attach contracts and lock in scope before work begins
- Auto-convert to a project with tasks and budgets pre-filled on acceptance
- Status tracking shows exactly where every quote stands
Know your clients
Clients
Keep contacts, billing details, and full project history together for every client you work with. Designate primary billing contacts and never dig through email for an address again.
- Centralized client records with primary billing contacts
- See every project, estimate, and invoice tied to a client
- Reuse client info across estimates and invoices automatically
Capture every cost
Log expenses with receipts, mileage auto-calculation, and markup—then bill them back to the right project automatically. Stop eating costs you forgot to invoice.
- Attach receipts and tie expenses to a project in seconds
- Mileage auto-calc and markup support built in
- Pull billable expenses directly into the next invoice
Your week at a glance
Calendar
See deadlines, task due dates, and invoice due dates in a single color-coded view. Flip between month and week, toggle visibility by event type, and edit or complete tasks without leaving the calendar.
- Color-coded events for deadlines, task due dates, and invoice due dates
- Visibility toggles to focus on exactly what matters today
- Edit and complete tasks directly from the calendar view
The personal scratchpad
To-Do List
Capture everything that isn’t yet a project task—personal reminders, follow-ups, ideas. Drag-and-drop to reorder, get overdue highlighting, and promote keepers into billable tasks with one click.
- Personal items separated from project work
- Overdue highlighting and stale to-do detection
- Convert any to-do into a real, billable project task
Lock in the scope
Build reusable contract templates with rich text, mark one as your default, and attach them to estimates so clients know exactly what they’re signing up for. Share a preview link so clients can review the terms in their browser.
- Rich-text editor with reusable templates
- Default template auto-attaches to new estimates
- Share a client preview link—no client login required
Sell what you do, faster
Maintain a catalog of the services you sell so estimates and invoices come together in seconds. Update a service once and reuse it everywhere—no more copy-pasting line items.
- Centralized catalog of every service you offer
- Drop services into estimates, invoices, or directly onto tasks
- Update pricing in one place and use it everywhere
See the whole picture
Built-in reports show revenue, profitability, and time-by-project at a glance. Spot your most valuable clients, your most profitable services, and where time is leaking away.
- Revenue, profitability, and time breakdowns in one place
- Identify your most valuable clients and services
- Make data-driven decisions about pricing and capacity
Skip the busywork
Direct Project Invoicing
Bill clients without ever leaving the project. Generate a polished invoice from tracked time, fixed-rate tasks, expenses, and services in one click—no copy-pasting between tools, no missed line items.
- Pull billable hours, expenses, and services straight from the project
- Send a finished invoice in seconds instead of building one from scratch
- Keep every charge tied to the work it came from for clean records
Bill smarter, not just by hour
Fixed Rate Tasks
Charge a flat fee for the work, not the time it takes. Set a fixed price on any task and let hrglass roll it into your invoice automatically—perfect for value-based pricing and productized services.
- Combine hourly and fixed-fee work in the same project
- Protect your margins on fast, high-value tasks
- Show clients clear deliverables instead of a clock
Zero clicks required
Convert Estimate to Project
The moment a client accepts your estimate, hrglass spins up a fully scoped project automatically—zero clicks required. No re-keying, no delays between yes and go.
- Estimates auto-convert to a live project the instant a client accepts
- Scope, services, and pricing carry straight over—no re-keying
- Move from sold to shipping without lifting a finger
Built for teams
Team Collaboration
Invite your team, assign work, and control exactly who can see and do what with 30+ granular permissions. From solo operator to growing agency, hrglass scales with your org chart.
- 30+ granular permissions for fine-tuned access control
- Assign tasks, projects, and clients to specific team members
- Keep sensitive financials visible only to who needs them
* Team Plan only
Turn ideas into action
Convert To-Do to Task
Capture ideas the moment they hit you in your personal to-do list, then promote the keepers into billable project tasks with a single click. Your scratchpad becomes real, trackable work.
- Triage personal notes into client-ready tasks
- Carry over due dates, notes, and context automatically
- Stop losing good ideas in scattered apps
Work the way you think
Project & Task Layouts
Switch between list, grid, and board views for projects and tasks to match how you and your team think. Same data, different perspectives—and your preference is saved automatically.
- Three project & task layouts: list, grid, and kanban-style board
- Switch views in one click without losing context
- Layout preference saved per user, so everyone works their way
Get paid faster
Online Payments
Let clients pay invoices online with a card—no chasing, no awkward follow-ups. Payments sync back to the invoice and project so your books stay current the second the money lands.
- Accept card payments directly from any invoice
- Accept Visa, Mastercard, Amex, and bank transfers via Stripe or Paypal
- Auto-mark invoices as paid the moment funds clear
Look the part
Invoice Template Maker
Design invoices that match your brand—logo, colors, terms, layout, and reusable line items. Save templates for retainers, project work, or one-off jobs and reuse them in seconds.
- Build branded templates once, reuse forever
- Standardize line items, tax rules, and payment terms
- Send invoices that look as professional as your work
Pricing that follows the work
Attach Services to Tasks
Tie a service from your catalog to any task so pricing flows straight onto the invoice. The work, the rate, and the line item all stay in sync—no more reconciling spreadsheets.
- Link any task to a service from your catalog
- Service pricing flows automatically to the invoice
- Update a service rate once and every linked task follows
Run more than one business
Additional Workspaces
Run multiple businesses, brands, or sub-companies in fully separated workspaces—each with its own clients, projects, and invoices—under a single login.
- Fully isolated data per workspace
- Switch between businesses without logging out
- Perfect for agencies, holding companies, and side projects
Workflows that match yours
Custom Project & Task Status
Build a status pipeline that matches your real workflow—not a generic to-do/done split. Create the stages your team actually uses and move work through them visually.
- Define your own statuses for projects and tasks
- Map hrglass to the way your team already works
- Spot bottlenecks by stage at a glance
Tax handling, simplified
Taxes
Apply tax rates to projects and invoices without the spreadsheet gymnastics. Set up the rates you use, attach them where they belong, and let hrglass handle the math so totals are always right.
- Define reusable tax rates and apply them to projects or invoices
- Automatic calculations on every line item, subtotal, and grand total
- Keep clean records of taxes collected for easy reporting
Never miss a deadline
Deadline Notifications
Get alerted before deadlines slip so nothing falls through the cracks. hrglass watches your project and task due dates and surfaces what needs attention before it becomes a problem.
- In-app and email alerts as deadlines approach
- Coverage for project, task, invoice, and estimate due dates
- Overdue alerts the moment an item slips past its date
One invoice, many projects
Multi-Project Invoicing
Bill a client for work across several projects on a single, consolidated invoice. Pull tracked time, fixed-rate tasks, expenses, and services from any combination of projects—your client gets one clean bill instead of a stack.
- Combine billable items from multiple projects on one invoice
- Keep each line tied back to the project it came from
- Cut down on invoice volume for clients with ongoing engagements
Handle overpayments the easy way
Account Credit
When a client overpays or you need to issue a refund, park the balance as account credit instead of cutting a check. Apply it to the next invoice automatically and keep your books—and your client relationship—clean.
- Issue credit for overpayments or refunds without leaving hrglass
- Apply available credit to future invoices in one click
- Track credit balances per client so nothing gets lost
Reports built around your questions
Custom Reports Generator
Go beyond the built-in reports and build your own. Pick the metrics, filters, and date ranges that matter to your business—then save the report and run it whenever you need an answer.
- Choose your own fields, filters, and groupings
- Save report configurations and re-run them anytime
- Answer the specific questions your business actually asks
Find anything, instantly
Global Workspace Search
Search across every project, task, client, invoice, estimate, and contract in your workspace from one bar. Stop clicking through menus—just type what you remember and jump straight to it.
- One search across projects, tasks, clients, invoices, estimates, and contracts
- Keyboard-friendly so you stay in the flow
- Jump straight to the record without digging through pages
Make it unmistakably yours
Business Branding
Add your logo, brand colors, and business details once and watch them flow through every client-facing touchpoint—estimates, invoices, contracts, and payment pages all show up looking like you, not like a generic SaaS tool.
- Upload your logo and set brand colors for client-facing documents
- Consistent branding across estimates, invoices, and contracts
- Look polished and professional on every client interaction
