For Solo Freelancers (Pro Plan)

Daily Routine

• Check Dashboard for overdue tasks and upcoming deadlines.
• Start a timer before each work session. Add notes to remember what you worked on.
• End of day: stop timers, log expenses, update your To-Do list.

Weekly Routine

• Filter Timer to ‘This Week’ — review total and billable hours.
• Check the Calendar for next week’s deadlines.

Monthly Routine

• Create invoices for all completed work — select each client and pull in uninvoiced tasks and expenses.
• Run a Custom Report for the month (Revenue, Time Tracking, Expenses). Save as ‘Monthly Summary’.