One app instead of ten.

Share one link — your clients see your services, pick a date, and answer the questions you actually need. New inquiries land on a kanban pipeline you can move, qualify, and convert into a client and project in one click. No copy-paste between Calendly and a spreadsheet.

Send a customizable intake form — wedding details, project scope, dietary needs, whatever you ask. When the response comes back, one click sends it to the AI to draft a full proposal from their answers. Edit, send, done.

Add a service to a proposal and see what it actually took last time — hours, materials, markup. Quote with data, not gut feel. Save templates so the next one takes minutes, not afternoons.

Reusable contract templates with merge fields and a clause library. Bundle a proposal and contract as one signed agreement — your client sees the work and the terms, signs both at once. No DocuSign tab, no chasing.

From the first inquiry to the last receipt, every message, proposal, invoice, and signed contract sits on the client's timeline. Reply from the app or your inbox — both land in the same thread, so nothing gets lost.

A branded link your clients open to see their proposals, invoices, contracts, questionnaires, and receipts. No accounts to make, no logins to forget — they just click and act.

Stripe Connect with direct charges — your clients pay you directly at Stripe's standard rates. No platform fee, no per-invoice charge, no revenue share. Recurring billing, deposits, payment schedules, and saved cards all included.

Every hour, expense, and invoice feeds into a live margin view. Revenue minus labor minus expenses, per client and per project — always current. Not just “how much did I bill” but how much did I actually keep.

Schedule C reports, mileage tracking, quarterly estimates, home office deduction, 1099 prep for vendors. Hand your accountant a full tax package in one click — CSV, QuickBooks Online, or QuickBooks Desktop IIF format.

Every workflow has two ways in: a clean UI to click through, and an assistant to ask. Draft a proposal, look up profit on a project, find an overdue invoice — same data, same result. Use whichever is most natural for you.

Snap a photo of a receipt with your phone, forward an invoice from your inbox, or drop in a PDF. Clearmargin reads it, categorizes it to the right Schedule C line, and queues an expense for you to approve. No typing.

For florists, balloon artists, bakers, makers, and anyone who builds things: maintain materials lists with category-level markup. Update one stem cost or one foam-board price and every open quote refreshes. Snapshots lock in the cost at quote time so you can trust historical margin.

Set rates per member, override per client, override per project. Add overtime, rush, or weekend multipliers. Configure minimum billable hours per rate type and billing increments — the way real consulting and on-site work actually bills.

Scoped API keys, HMAC-signed webhooks for 30+ events, and a Zapier app with 8 triggers and 4 actions. Make, n8n, Slack, Discord, and Telegram already supported. Build on top of Clearmargin — actually.