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- Freelancer Project Tracker
- Get started
Get Freelancer Project Tracker running in four steps.
Prepare a first client engagement and check the whole billing path.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Freelancer Project Tracker. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Freelancer Project Tracker in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and use Proto to set up Freelancer Project Tracker around your client work. Name the people who manage engagements, review service lines, approve milestones and record payments.
Prepare the first operating cycle
Bring an active client, its billing terms, a current engagement, team rates, budget hours and a deliverable with an amount. Add a billable service line and a payment record. Use implementation to rehearse the path from submitted work to received payment.
Review before release
Check the engagement owner, submitted work, approval decision, invoice operation receipt and received payment. Rehearse a line without hours and a milestone without amount, then confirm that each stays in its earlier state with a failed receipt. Review roles and connections with the people who will run the cycle.
Set up Freelancer Project Tracker your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.