Proposals with timelines, milestone tracking, vendor cost management, and profitability per event.
Build a detailed proposal with deliverables, timeline, and milestone schedule. Venue tour, vendor booking, rehearsal, event day — all mapped out.
Start timers for client meetings, vendor coordination, site visits, and admin. Every hour of planning is captured.
Record vendor invoices as expenses and pass them through to your client with markup. Flowers, catering, AV — all tracked with your margin.
Collect a deposit on signing, progress payment at the halfway mark, and final balance after the event. Payment schedules keep cash flow aligned with expenses.
After the event wraps, see your real margin. Revenue minus planning hours minus vendor costs minus expenses equals what you kept.
Build proposals with deliverables and timeline milestones. Venue booking, vendor deadlines, rehearsal, event day — all scheduled.
First-class event dates on proposals and projects. Milestones auto-calculate relative to the big day.
Drag-and-drop kanban for your event pipeline. Inquiry, proposal sent, booked, planning, day-of, wrapped.
Track planning, coordination, and event-day hours. See exactly how much time each event consumes.
Record vendor invoices and pass them through to your client. Apply markup percentages for transparent or bundled pricing.
Deposit on signing, progress payments, and final balance. Milestone-based payment schedules for every event.
Log drives to venue tours, vendor meetings, and event sites. IRS standard rate applied automatically.
Sync event milestones and deadlines with Google Calendar. See your full schedule across all active events.
Schedule C categories, quarterly estimates, and export packages for your accountant. QuickBooks and CSV formats.
Explore a demo account pre-loaded with realistic event planners data — proposals, invoices, expenses, and profitability reports.
Explore the demo