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- Freelancer Project Tracker
- Who it's for
- Independent consultants
Independent consultants
An independent consultant can use a client record for billing terms, an engagement for contract value and delivery dates, and service entries for the actual work. Milestones carry deliverables and amounts, while payments show whether an invoice has been received. This keeps a small book of work legible as several clients move at different speeds.
How Freelancer Project Tracker is set up for you
Client promise
Keep the client’s billing terms beside the current engagement’s value, dates and budget hours.
Daily work
Submit billable service lines with hours and an engagement; inspect the recorded decision before using the approved amount.
Deliverable payment
Give the next milestone a summary, amount and due date, then check its invoice operation result.
Cash follow-up
Compare the payment due date with the paid date before marking money Received.
An independent consultant can use a client record for billing terms, an engagement for contract value and delivery dates, and service entries for the actual work. Milestones carry deliverables and amounts, while payments show whether an invoice has been received. This keeps a small book of work legible as several clients move at different speeds.
Start with one active client, one current engagement and the milestone closest to billing. Add time and expense entries only for the work that needs current review. Agree who decides that a milestone is ready to bill and who records the received payment. Keep a failed invoice operation visible until its source is corrected and the next outcome is checked. Review [implementation](/freelancer-project-tracker/implementation) with the team before importing historical records.
For the first cycle, follow a specific client request from the engagement through its service line, milestone and payment. Check each record before adding older projects. Keep the person who will resolve a failed billing operation named in the handoff.
The consultant can then explain which client commitment the received payment closes.
Features to start with
Roles on the team
- Engagement Manager
- Engagement Manager owns scope, delivery dates and milestone review for assigned work.
- Consultant
- Consultant records delivered services, hours and expenses for assigned work.
- Billing Coordinator
- Billing Coordinator checks approved milestones, payment status and billing exceptions.
Set up Freelancer Project Tracker your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.