Docs

Projects

Every job, from the first email to the money landing — one ladder, three views, one card.

The ladder

EnquirySomeone asked. Speculative — its money counts nowhere yet.

First HoldPencilled in — the days are being kept for a studio.

Second HoldQueued behind whoever holds the days first.

ConfirmedBooked. The forecast now counts it.

OngoingYou’re in it.

CompleteWork done, nothing billed yet.

InvoicedAn invoice is out. Only marking it sent moves a project here.

PaidThe money landed. The fee is now a record — see the note below.

Cancelled and Archived sit outside the ladder — off the pipeline and the calendar, kept forever in History. The last two rungs move on their own: Invoicing derives a project’s status from its invoices, so marking paperwork sent or paid walks the project up without you touching it.

The timeline

Bookings as bars, by date, at three zooms (biweekly · month · semester). Drag a bar to shift a whole booking — days and all, one undoable move. Vacations ride the same lanes as amber bars, their side rows wearing the Vacation pill. The side columns are a table in their own right: sortable, resizable, with a fit chip that sizes every column to its content.

The pipeline, and the board

The kanban board — leads by stage, a card per project

The pipeline table groups live work by rung, each band summing what it holds, with filter, column and grouping controls on the panel head. A scope toggle splits Pipeline (firm work, Confirmed through Invoiced) from Leads (enquiries and holds), and the board control turns either into a kanban — the same projects as cards you drag between stages. Under the pipeline sits the Paid band: the money moment lands somewhere visible, and dropping a row on it marks the project paid.

The Paid band — the fiscal year’s settled work under one green band, each row with its days, total and net

The project card

Click any row and the card opens, washed in the project’s status colour. It holds the client (with a jump to their client card), day-rate or flat-fee type, payment terms, the painted dates, rate and currency — and, under More: split the rate (different rates for different stretches of the same job), hold a week (a pencilled extension the client is deciding on), and extras — out-of-line items like rentals or assets, each with an optional cost to you, which toqe books as a business cost and files under Purchases as a rebilled pass-through.

When something bends the day count, the card says so in words — “3½ billed days · from 5 weekdays in the span and 1 weekend day worked” — so the fee is never a mystery number. Edits land live; Cancel or Escape restores the card to how it opened, Done keeps.

A Paid project is a record, not a draft: painting a day off over finished work doesn’t re-price it — the fee is settled, and the surfaces that explain fees say so when it matters.