FOR TECHNICAL FREELANCERS
Build what matters. Keep the business moving.
Turn a client brief into a clear development proposal. Keep requirements, agreed scope, invoices, and project costs connected while you focus on the build.
Start with Free. Add what your work needs.
THE WORK, AND WHAT COMES WITH IT
A client brief becomes a buildable agreement.
A client sends a written brief for a small dashboard. You clarify the API access, milestones, acceptance expectations, and handover before putting the work into a proposal.
Client workspace
Northwind LLC / Client reporting dashboard Turn the brief into shared understanding.
Clarify the dashboard requirements, data dependencies, and handover.
Review the captured details
Client reporting dashboard
You review and send the proposal
AGREED TOGETHER
Make delivery expectations clear.
- Agree milestones and acceptance criteria
- Client supplies API access and test data
- Document the handover and change process
You and your client confirm the details
You send the invoice. Your client pays.
Start from a written brief or discovery conversation. Keep your development and delivery tools; use Tabflow for the business details described here.
A HEAD START, WHEN YOU NEED ONE
Resources for the business side of development
Use adaptive prompts to clarify the offer and engagement, then prepare your invoice and client follow-up.
Browse all resourcesPrompt
Present an offer
Build a proposal around the commitment you are actually making, with clear scope, fees and next steps.
Read the promptPrompt
Define an engagement
Organize the decisions behind a working relationship and turn them into a structured draft or terms brief.
Read the promptPrompt
Prepare an invoice
Prepare an invoice from the agreed billing basis and check the line items, credits and balance.
Read the promptPrompt
Write a client follow-up
Turn notes and open questions into one useful message with a clear next action.
Read the promptYOUR BUSINESS. YOUR STARTING POINT.
A little help with the business side.
Connect the business details without changing the tools you use to build.
Send an invoice
Invoice for agreed builds or milestones.
Create a proposal
Clarify requirements, dependencies, and fees.
Capture client meetings
Review discovery notes and decisions.
Organize expenses
Organize software and contractor costs.
Track your 1099s
Check 1099s against recorded payments.
Create a proposal without a meeting. Track expenses without an invoice. Keep more of the work connected when you're ready.
Do I need a discovery call to create a proposal?
No. Start from an asynchronous brief or requirements you already have. Add the scope, services, and price, then review the proposal before sending it.
Can I describe milestones and handover expectations?
Yes. Set out the services, deliverables, and milestones you are proposing. Make client dependencies, exclusions, and handover expectations clear before sending.
Which plan should I start with?
Free includes invoicing, online payments, and 1099 tracking. Proposals, expenses, and meeting capture start with Core. Creating proposals or invoices directly from meetings is included in Pro and Studio.
Can I record software and contractor costs?
You can enter business expenses manually or upload a CSV, review the amounts and categories, and associate costs with clients where relevant. You do not need to create an invoice first.
MAKE ROOM FOR YOUR WORK
Keep the next build moving.
Bring the scope, invoice, and business details together, and make more room for technical work.