Every client project, on the record.
The agreement, each change, the delivery, and what is owed, kept in one dated timeline.
Product updates, by email.
A working example. Click around.
Website redesign
- 1:00 PM
Invoice INV-104 sent for $5,040.
You · Invoice · INV-104
- 3:15 PM
Final website files delivered.
You · Document · Final website files.zip
- 4:30 PM
Northstar Studio approved "Stock photography licence".
Northstar Studio · Expense · Stock photography licence
- 10:20 AM
Moved the launch date to September 26.
After acceptanceYou · Proposal · Website redesign
- 2:00 PM
Project terms accepted for $4,800.
Northstar Studio · Proposal · Website redesign
Agreement. Delivery. Payment.
When a question comes up, show the record instead of searching the inbox.
Proposals your client accepts in one place.
Scope, price, and payment terms, accepted and dated before the work starts. Edits made after that are marked on the timeline.
Scope changesClient viewWebsite redesign
ViewedDiscovery and sitemap 1 × US$900.00 Page design Home, about, services, work, contact
5 × US$480.00 Build and launch 1 × US$1,500.00 Subtotal US$4,800.00 Total US$4,800.00 Extra costs, approved before you spend them.
Your client sees the reason, the receipt, and the amount, then approves or declines from their own view.
Client approvalsClient viewDisplay font licence
Sep 16, 2026 · Paid to Type foundry · Assets & Licences ·
US$180.00
A web licence for the heading typeface in the new brand guide, outside the original scope.
Waiting for youKnow what is billed and what is still owed.
Every cost shows whether the client agreed to it and whether it is on an invoice yet.
Invoice questionsBusiness viewDate Expense Category Amount Reimbursement Expense actions Sep 16, 2026 US$180.00 Awaiting clientUnbilledSep 12, 2026 US$240.00 Client approvedInvoicedSep 5, 2026 US$36.00 ReadyInternal
Built for freelancers who carry the cost when projects drift.
Workzo is most useful when the price is fixed, the scope becomes clearer as the work unfolds, and important decisions arrive across different channels.
This is for you if
- You do technical or professional work at a fixed project price
- You run several direct client projects at once
- The scope becomes clearer after work has already started
- Approvals and decisions arrive across email and chat
- You have absorbed work you could not confidently invoice
This is not for you if
- You bill hourly or on retainer and every extra hour is captured
- A marketplace already holds the agreement, delivery, and payment
- Your projects are small enough that setting one up would be overkill
- You already have a repeatable project record that works
Start your next project on the record.
One timeline for the agreement, the work that follows, and the payment still due.
Start a project