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- Freelancer Project Tracker
- Who it's for
- Small agencies
Small agencies
An agency can assign engagement managers, record team rates and capacity, and group client work by owning organization. Consultants submit service lines and time; reviewers check billable work before it enters the approved queue. The Engagement Margin page lets a practice lead inspect delivery cost and billed value by engagement.
How Freelancer Project Tracker is set up for you
Shared ownership
Name a manager on each engagement and an owner on each milestone so handoffs stay visible.
Delivery review
Consultants submit service lines; the service reviewer investigates failed checks while managers watch the approved value.
Capacity check
Compare member capacity and logged hours before assigning another milestone to the same person.
Billing desk
The billing coordinator follows approved milestones and payments that are overdue or disputed.
An agency can assign engagement managers, record team rates and capacity, and group client work by owning organization. Consultants submit service lines and time; reviewers check billable work before it enters the approved queue. The Engagement Margin page lets a practice lead inspect delivery cost and billed value by engagement.
Start with an active engagement for each manager and a sample service approval. Compare delivered hours with budget hours, then rehearse milestone invoicing and a payment exception. 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 practice lead checks the margin page when a job runs beyond its planned hours.
Features to start with
Roles on the team
- Engagement Manager
- Engagement Manager owns scope, delivery dates and milestone review for assigned work.
- Service Reviewer
- Service Reviewer investigates submitted lines that fail the service approval check.
- Billing Coordinator
- Billing Coordinator checks approved milestones, payment status and billing exceptions.
- Practice Lead
- Practice Lead reviews capacity, client delivery and engagement margins.
Set up Freelancer Project Tracker your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.