Features

Main dashboard with summary cards (revenue, costs, margin, unbilled time), alerts, and quick actions.

User account settings: profile, security (2FA, passkeys), API keys, and organization memberships.

View and manage all catalog items (charges and expenses) in one place.

Manage charge catalog items (things you bill for). Create, edit, and view usage. Access recipe/BOM editor for product costing.

List all clients with name, status, and creation date. Click a client to view details, projects, and profitability.

Track expense transactions (costs). Create expenses, assign to projects or mark as shared/overhead.

List all invoices with invoice number, client, status, total, and due date.

Manage billing waivers for services, time, and costs across projects.

In-app notification center. View and manage notifications for document events.

List all projects across clients. Shows project name, client, status, and dates.

List all proposals with status, client, total, and expiration date. Create new proposals from here.

List receipts (auto-generated when invoices are marked as paid).

Reports section overview.

Transaction ledger with filtering, search, and export capabilities.

Unified schedule page with four view tabs: Calendar (DayFlow), Pipeline (kanban), Timeline (visual), and List (chronological). Shows milestones, events, invoice due dates, and proposal expiry.

Global search across clients, projects, proposals, invoices, and catalog items.

Initial workspace setup / AI onboarding flow. Shown once after account creation to configure your workspace. Redirects to dashboard once completed.

Time tracking page with quick-log strip (manual + timer modes). Lists time entries with filtering by date, project, and member.

Generate an invoice from project data. Select projects, time period, and billing options.

Create a new proposal: select client, add line items from catalog, set sections (intro, scope, terms), event date, and payment terms.

Client detail page with tabs for overview, projects, invoices, proposals, and profitability.

Invoice detail page. View, download PDF, send to client, mark as paid.

Project detail page with scope items, time entries, transactions, milestones, invoices, and payment schedules.

Proposal detail page. View the full proposal, manage line items, and change status (send, accept, reject).

Receipt detail page. View receipt details and download.

Time entry detail page. View and edit an individual time entry.

Edit client name, address, notes, tax settings, and contacts.

Edit invoice details, line items, and billing information.

Edit proposal content: client, line items, sections, event date, milestones, payment terms, and expiration.

Settings overview page with links to all settings sections.

Create and manage API keys for programmatic access to the Clearmargin REST API. Scoped permissions per resource.

Subscription billing: choose Solo or Teams plan, manage seats, view payment history.

Configure the public booking page. Set URL slug, welcome message, visible services, pricing hints, availability, and custom questions.

Calendar settings: connect Google Calendar for sync, configure event type colors.

Data management: sample data loading, data cleanup, and import/export.

Tax exports: download CSV, QuickBooks Online CSV, QuickBooks Desktop IIF, or Tax Summary for a period.

Integration hub: Slack notifications, API keys, and links to third-party integration guides (Zapier, n8n, Make).

QuickBooks Online import preview: review and map data before importing clients, transactions, and history from QBO.

Configure Slack Incoming Webhook for real-time event notifications (invoice paid, proposal accepted, etc.).

Manage material categories with default markup multipliers for recipe/BOM costing.

Configure notification preferences and email signature.

Organization settings with tabs: General (name, logo, address), Invoicing (defaults, numbering, terms), Tax (rates, deadlines, categories).

Create reusable payment schedule templates (50/50, 30/40/30, custom installment plans).

Payment settings: connect Stripe for accepting client payments (cards + ACH via Stripe Connect).

Configure kanban pipeline stages for project workflow tracking. Drag to reorder, set colors.

Manage tax categories for catalog items (services, goods, digital, reimbursement, custom).

Team management: invite members, set roles (owner/admin/member/viewer), configure billable rates.