Settings
Lists you can change yourself, the team and the numbering.
Services
Used on quotes and projects.
An archived item stays on old records but cannot be chosen for new ones.
Team and roles
| Person | Type | Role | Cost rate |
|---|---|---|---|
| You (example admin) | Staff | Admin | $30/h |
| Team member A | Staff | Manager | $22/h |
| Team member B | Staff | Member | $15/h |
| Consultant C | Consultant | Consultant | $35/h |
Example people only. The real system invites people by email and keeps rate history.
Numbering
- Next quote
- Q-2026-005
- Next project
- P-2026-004
- Next invoice
- INV-2026-005