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- Freelancer Project Tracker
- Who it's for
- Specialist practices
Specialist practices
A specialist practice may deliver analysis, design or engineering in milestones. The deliverable summary, owner and due date keep a client commitment concrete. Service lines show the work behind it. Review decisions and operation receipts make the approval and invoice path inspectable when a client asks how a bill was prepared.
How Freelancer Project Tracker is set up for you
Expert scope
Record the engagement’s contract value and the deliverable summary that explains the specialist’s work.
Work evidence
Link dated service lines and a deliverable attachment to the engagement before client review.
Approval result
Check the decision and operation receipt when submitted billable work advances or fails its check.
Milestone closeout
The manager approves a reviewed deliverable; billing checks invoice results and received payments.
A specialist practice may deliver analysis, design or engineering in milestones. The deliverable summary, owner and due date keep a client commitment concrete. Service lines show the work behind it. Review decisions and operation receipts make the approval and invoice path inspectable when a client asks how a bill was prepared.
Start with the client and engagement, then enter a deliverable and its service lines. Review one valid approval and one failed guard before using the billing list. 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 manager keeps the deliverable summary close to the payment record for client questions.
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.
- 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.