Projects & Work

Every job, from booking to delivery — broken down and tracked.

Packages, services, tasks and steps — like an issue tracker built for service businesses. Everyone knows what is next, who has it, and what it is waiting for.

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Connected to

MoneyPackage prices become the contract; receipts and expenses post to the books
PeopleAssigned work, attendance with tasks, and who did what
CustomersClients follow progress and approve in their portal
MobileTasks, check-in and updates on every phone

What you get

Packages → services → tasks → steps

Sell a project as packages, and break each one into the work it takes. Start from a workflow or build your own.

An item page for everything

Description, status, priority, assignee, due date, files, linked items and receipts — the same page to create, view and edit.

Dependencies that lock

“Waits for” links keep work in order: an item is locked until what it waits for is done.

Folder-tree planning

Expand, collapse, drag to reorder or move a task under another service. Every change is saved and audited.

Workflows by category

Reusable templates — Wedding, Corporate, Product shoot — so every new project starts the same way.

Full audit trail

Edits with old → new values, files added or removed, items created and removed — per package.

Also: Searchable assignment at every levelBoard, calendar and pricing viewsProgress PDF for clients

More of the Business OS

Sales & Stock Sell, rent and stock Money Books that write themselves People Your team Customers Every customer conversation, booking and ticket Mobile One app for the owner, the team and the client.