01 / Access you choose
Control who can change work.
Set project delivery and billing access separately. Published client views include planned effort and net and gross financial totals; team names remain optional.
02 / A connected record
Keep the history.
See who changed what. Compare project revisions and keep original quotations, invoices, and signed service sheets with the work.
03 / People stay in control
AI assists. You decide.
Request AI plans, invoice analysis, or time-to-task suggestions. Review before applying changes. Invoice analysis requires your consent; manual review and task assignment stay available.
AI processing & privacy
