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Admin
All Clients
Every client account and their projects.
New Client
Creates a client record and their first project.
First Project
Project Status
Every project across every client.
Invoices
Paid and outstanding, synced from Xero.
All clients
Add Project
Starts a new project for this client.
Back
Shipping
Tracking numbers for this project.
Milestones
Track key project milestones and deadlines.
Spec Summary (Client-Visible)
Key details and notes visible to the client.
Files
Upload and manage project files.
Invoices
Synced from Xero, once connected.
Client Approval
Send one or more items for the client to approve.
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