Create a project and add a client

A project is the home for one piece of work: its proposal, contract, invoices, and time entries all live together. It is the first thing to set up.

Create a project

Click New project from the sidebar, give it a name, and add the client it is for. If the client does not exist yet, you can add them right there without leaving the page.

Add a client

A client just needs a name and an email to get going. Add their company and address too if you want those on contracts and invoices. You can manage everyone from the Clients area.

Once your project and client are linked, the journey opens up: propose, agree, get paid, each step in order.