Freelance OS

A quick start guide with setup directions and a video recording that walks you through the basic setup to get you started.

Core Features

• Client Management -track active and prospective clients with dedicated pages, contact info, and project history.
• Projects & Tasks -manage multi-step projects with progress tracking, task relations, and time logging to see exactly where your hours go.
• Finance Tracker -monitor income, expenses, budgets, accounts, and financial goals with dashboard visualization and category tracking.
• Events Calendar -schedule client meetings, calls, deadlines, and appointments with calendar integration support.
• Knowledge Hub -central views for Resources, Topics, and reference materials with tagging for quick search and navigation.
• Business Goals -set strategic direction, connect related projects, and track progress toward your business objectives.

Navigation

• Inbox
• Tasks
• Projects
• Business Goals
• Events Calendar
• Finance Tracker
• Knowledge Hub
• Weekly Review
• Resources
• Topics