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.

Start a new project

Click New project in the sidebar. On the Create new project form you first Choose your steps (tick Proposal, Contract, and/or Invoice depending on how you work), then add the client, then the project details. Finish with Create project.

Add the client

In the Client step, switch to the New client tab (or Add a new client if you have none yet) and enter a Client name and Email, that is all it needs. You can also add a phone number and, under Add address, their address for contracts and invoices. Already-added clients live under the Existing client tab, or in the Clients area.

Once your project and client are linked, you can move straight into a proposal.