Calisto Velocity
Run every project, and bill the work it takes.
Plan a project in phases, record its time and receipts where the work happens, and decide what goes on the client’s invoice.
Marlow & Finch · LisbonWebsite Rebuild · Atlântico HotelsIn progress◆◆◆Margin %42.4%To Invoice14 250,00 €
Estudio Calderón · BogotáCasa Patio · ChapineroIn progress◆◆◆Margin %36.1%To Invoice$ 48.600.000
Fitzgerald Heating & Electrical · CorkHeating Upgrade · Riverside Business CentreIn progress◆◆◆Margin %28.7%To Invoice€3,562.50
Lakeshore Consulting Engineers · TorontoBridge Rehabilitation · Don Valley ParkwayIn progress◆◆◆Margin %33.8%To Invoice$17,370.00
Barros Lima Advogados · São PauloCompra · Apartamento 142, Vila MarianaWaiting on the client◆◆◆Margin %51.2%To InvoiceR$ 18.400,00
Kōwhai Digital · AucklandBooking App · Waiheke FerriesDelayed◆◆◆Margin %31.5%To Invoice$32,000.00
Caribe Producciones · Santo DomingoCongreso Médico del CaribeIn progress◆◆◆Margin %22.9%To InvoiceRD$865,000.00
Tanaka Design Office · OsakaKyoto Machiya HotelIn progress◆◆◆Margin %38.4%To Invoice￥4,280,000
Marlow & Finch · LisbonWebsite Rebuild · Atlântico HotelsIn progress◆◆◆Margin %42.4%To Invoice14 250,00 €
Estudio Calderón · BogotáCasa Patio · ChapineroIn progress◆◆◆Margin %36.1%To Invoice$ 48.600.000
Fitzgerald Heating & Electrical · CorkHeating Upgrade · Riverside Business CentreIn progress◆◆◆Margin %28.7%To Invoice€3,562.50
Lakeshore Consulting Engineers · TorontoBridge Rehabilitation · Don Valley ParkwayIn progress◆◆◆Margin %33.8%To Invoice$17,370.00
Barros Lima Advogados · São PauloCompra · Apartamento 142, Vila MarianaWaiting on the client◆◆◆Margin %51.2%To InvoiceR$ 18.400,00
Kōwhai Digital · AucklandBooking App · Waiheke FerriesDelayed◆◆◆Margin %31.5%To Invoice$32,000.00
Caribe Producciones · Santo DomingoCongreso Médico del CaribeIn progress◆◆◆Margin %22.9%To InvoiceRD$865,000.00
Tanaka Design Office · OsakaKyoto Machiya HotelIn progress◆◆◆Margin %38.4%To Invoice￥4,280,000
Marlow & Finch · LisbonWebsite Rebuild · Atlântico HotelsIn progress◆◆◆Margin %42.4%To Invoice14 250,00 €
Estudio Calderón · BogotáCasa Patio · ChapineroIn progress◆◆◆Margin %36.1%To Invoice$ 48.600.000
Fitzgerald Heating & Electrical · CorkHeating Upgrade · Riverside Business CentreIn progress◆◆◆Margin %28.7%To Invoice€3,562.50
Lakeshore Consulting Engineers · TorontoBridge Rehabilitation · Don Valley ParkwayIn progress◆◆◆Margin %33.8%To Invoice$17,370.00
Barros Lima Advogados · São PauloCompra · Apartamento 142, Vila MarianaWaiting on the client◆◆◆Margin %51.2%To InvoiceR$ 18.400,00
Kōwhai Digital · AucklandBooking App · Waiheke FerriesDelayed◆◆◆Margin %31.5%To Invoice$32,000.00
Caribe Producciones · Santo DomingoCongreso Médico del CaribeIn progress◆◆◆Margin %22.9%To InvoiceRD$865,000.00
Tanaka Design Office · OsakaKyoto Machiya HotelIn progress◆◆◆Margin %38.4%To Invoice￥4,280,000
Marlow & Finch · LisbonWebsite Rebuild · Atlântico HotelsIn progress◆◆◆Margin %42.4%To Invoice14 250,00 €
Estudio Calderón · BogotáCasa Patio · ChapineroIn progress◆◆◆Margin %36.1%To Invoice$ 48.600.000
Fitzgerald Heating & Electrical · CorkHeating Upgrade · Riverside Business CentreIn progress◆◆◆Margin %28.7%To Invoice€3,562.50
Lakeshore Consulting Engineers · TorontoBridge Rehabilitation · Don Valley ParkwayIn progress◆◆◆Margin %33.8%To Invoice$17,370.00
Barros Lima Advogados · São PauloCompra · Apartamento 142, Vila MarianaWaiting on the client◆◆◆Margin %51.2%To InvoiceR$ 18.400,00
Kōwhai Digital · AucklandBooking App · Waiheke FerriesDelayed◆◆◆Margin %31.5%To Invoice$32,000.00
Caribe Producciones · Santo DomingoCongreso Médico del CaribeIn progress◆◆◆Margin %22.9%To InvoiceRD$865,000.00
Tanaka Design Office · OsakaKyoto Machiya HotelIn progress◆◆◆Margin %38.4%To Invoice￥4,280,000
Lakeshore Consulting Engineers · TorontoMy WeekPriya RamanSigned offPaid Hours38:30To Invoice$6,650.00
Kōwhai Digital · AucklandMilestonesDesign ApprovedCompletedPayments Due On It$24,000.00
Marlow & Finch · LisbonItems WaitingBooking flow: room pickerWritten DownRecorded1140,00 €To Bill855,00 €
Al Noor Interiors · DubaiChange OrdersTwo extra meeting podsExecutedPrice Change+AED 42,600.00
Barros Lima Advogados · São PauloRequired DocumentsComprovante de RendaAcceptedRequested FromFernanda Albuquerque
Okafor & Partners · LagosRetainersLekki Marine Services LtdNearly UsedLeft2 hAmount Left₦90,000
Mensah & Co. Chartered Accountants · AccraExpensesOsu Office SuppliesApprovedGoes ToBilled to the clientAmountGH₵842.00
Harcourt Lane Solicitors · ManchesterDepositsPurchase · 88 Wilmslow RoadAppliedReceived£31,000.00
Lakeshore Consulting Engineers · TorontoMy WeekPriya RamanSigned offPaid Hours38:30To Invoice$6,650.00
Kōwhai Digital · AucklandMilestonesDesign ApprovedCompletedPayments Due On It$24,000.00
Marlow & Finch · LisbonItems WaitingBooking flow: room pickerWritten DownRecorded1140,00 €To Bill855,00 €
Al Noor Interiors · DubaiChange OrdersTwo extra meeting podsExecutedPrice Change+AED 42,600.00
Barros Lima Advogados · São PauloRequired DocumentsComprovante de RendaAcceptedRequested FromFernanda Albuquerque
Okafor & Partners · LagosRetainersLekki Marine Services LtdNearly UsedLeft2 hAmount Left₦90,000
Mensah & Co. Chartered Accountants · AccraExpensesOsu Office SuppliesApprovedGoes ToBilled to the clientAmountGH₵842.00
Harcourt Lane Solicitors · ManchesterDepositsPurchase · 88 Wilmslow RoadAppliedReceived£31,000.00
Lakeshore Consulting Engineers · TorontoMy WeekPriya RamanSigned offPaid Hours38:30To Invoice$6,650.00
Kōwhai Digital · AucklandMilestonesDesign ApprovedCompletedPayments Due On It$24,000.00
Marlow & Finch · LisbonItems WaitingBooking flow: room pickerWritten DownRecorded1140,00 €To Bill855,00 €
Al Noor Interiors · DubaiChange OrdersTwo extra meeting podsExecutedPrice Change+AED 42,600.00
Barros Lima Advogados · São PauloRequired DocumentsComprovante de RendaAcceptedRequested FromFernanda Albuquerque
Okafor & Partners · LagosRetainersLekki Marine Services LtdNearly UsedLeft2 hAmount Left₦90,000
Mensah & Co. Chartered Accountants · AccraExpensesOsu Office SuppliesApprovedGoes ToBilled to the clientAmountGH₵842.00
Harcourt Lane Solicitors · ManchesterDepositsPurchase · 88 Wilmslow RoadAppliedReceived£31,000.00
Lakeshore Consulting Engineers · TorontoMy WeekPriya RamanSigned offPaid Hours38:30To Invoice$6,650.00
Kōwhai Digital · AucklandMilestonesDesign ApprovedCompletedPayments Due On It$24,000.00
Marlow & Finch · LisbonItems WaitingBooking flow: room pickerWritten DownRecorded1140,00 €To Bill855,00 €
Al Noor Interiors · DubaiChange OrdersTwo extra meeting podsExecutedPrice Change+AED 42,600.00
Barros Lima Advogados · São PauloRequired DocumentsComprovante de RendaAcceptedRequested FromFernanda Albuquerque
Okafor & Partners · LagosRetainersLekki Marine Services LtdNearly UsedLeft2 hAmount Left₦90,000
Mensah & Co. Chartered Accountants · AccraExpensesOsu Office SuppliesApprovedGoes ToBilled to the clientAmountGH₵842.00
Harcourt Lane Solicitors · ManchesterDepositsPurchase · 88 Wilmslow RoadAppliedReceived£31,000.00
Marlow & Finch · LisbonWebsite Rebuild · Atlântico HotelsIn progress◆◆◆Margin %42.4%To Invoice14 250,00 €
Estudio Calderón · BogotáCasa Patio · ChapineroIn progress◆◆◆Margin %36.1%To Invoice$ 48.600.000
Fitzgerald Heating & Electrical · CorkHeating Upgrade · Riverside Business CentreIn progress◆◆◆Margin %28.7%To Invoice€3,562.50
Lakeshore Consulting Engineers · TorontoBridge Rehabilitation · Don Valley ParkwayIn progress◆◆◆Margin %33.8%To Invoice$17,370.00
Barros Lima Advogados · São PauloCompra · Apartamento 142, Vila MarianaWaiting on the client◆◆◆Margin %51.2%To InvoiceR$ 18.400,00
Kōwhai Digital · AucklandBooking App · Waiheke FerriesDelayed◆◆◆Margin %31.5%To Invoice$32,000.00
Caribe Producciones · Santo DomingoCongreso Médico del CaribeIn progress◆◆◆Margin %22.9%To InvoiceRD$865,000.00
Tanaka Design Office · OsakaKyoto Machiya HotelIn progress◆◆◆Margin %38.4%To Invoice￥4,280,000
Lakeshore Consulting Engineers · TorontoMy WeekPriya RamanSigned offPaid Hours38:30To Invoice$6,650.00
Kōwhai Digital · AucklandMilestonesDesign ApprovedCompletedPayments Due On It$24,000.00
Marlow & Finch · LisbonItems WaitingBooking flow: room pickerWritten DownRecorded1140,00 €To Bill855,00 €
Al Noor Interiors · DubaiChange OrdersTwo extra meeting podsExecutedPrice Change+AED 42,600.00
Barros Lima Advogados · São PauloRequired DocumentsComprovante de RendaAcceptedRequested FromFernanda Albuquerque
Okafor & Partners · LagosRetainersLekki Marine Services LtdNearly UsedLeft2 hAmount Left₦90,000
Mensah & Co. Chartered Accountants · AccraExpensesOsu Office SuppliesApprovedGoes ToBilled to the clientAmountGH₵842.00
Harcourt Lane Solicitors · ManchesterDepositsPurchase · 88 Wilmslow RoadAppliedReceived£31,000.00
Calisto Velocity
From the hour worked to the invoice it goes on
Client work and internal work, for every business you work for, in each record’s own currency.
Time and Spend
Recorded where the work happens.
Review
Every decision, with its context.
Projects
Phases, milestones and the schedule.
Site and Subcontractors
The diary, questions and handover.
Contracts
Steps, deadlines and deposits.
Billing
Reviewed before it is invoiced.
Capacity and Reports
Who is free, what each project earns.
On a Phone
Your own week, signal or not.
Time and Spend
Record time and spend where the work happens
Time is logged on a work order, a project’s task or no task, by the timer or after the fact, in the business you work for. A receipt photo becomes an expense, filed on your week’s report and paid back, billed to a client or kept as a cost.
Timer
Start it from Home, a project or a shortcut; one runs at a time and carries on across your devices.
Time
Every hour logged on your projects, and the hours per person.
Export CSVLog TimeStart Timer
Timer Running01:12:40Checkout Redesign · Fjordline Ferries · Payment step prototypesStop
Today5.8
This Week29.5
Billable This Week (hrs)26.0
Uninvoiced (hrs)61.5
Running Timers2
EntriesBy Person
| Start | Member | Project | Duration (min) | Billable | Status | Invoiced |
|---|---|---|---|---|---|---|
| 08:52 | Ingrid Solberg | Payment step prototypesCheckout Redesign · Fjordline Ferries | 72 | Yes | Running | No |
| 09:10 | Magnus Haugen | App store release 4.2Member App · Trondheim Sports Club | 49 | Yes | Running | No |
| 07:45 | Sigrid Bakke | Accessibility reviewCheckout Redesign · Fjordline Ferries | 105 | Yes | Stopped | No |
| 13:00 | Ingrid Solberg | Sprint planningMember App · Trondheim Sports Club | 60 | No | Stopped | No |
| 10:15 | Erik Lunde | Room search filtersBooking Site · Lofoten Lodges | 150 | Yes | Stopped | Yes |
| 08:30 | Magnus Haugen | Push notification settingsMember App · Trondheim Sports Club | 150 | Yes | Stopped | Yes |
My Week
Clock and work time in one week, typed into a cell or taken from your calendar.
My Week
02.11.2026 to 08.11.2026 · Not submitted
Previous WeekNext WeekCopy Last WeekSubmit Week
| Work | Mon 2 | Tue 3 | Wed 4 | Thu 5 | Fri 6 | Total |
|---|---|---|---|---|---|---|
| Payment step prototypesCheckout Redesign · Fjordline Ferries | 3:30 | 4:00 | 2:00 | 3:00 | 1:30 | 14:00 |
| Accessibility reviewCheckout Redesign · Fjordline Ferries | 1:00 | 1:30 | 2:30 | 1:00 | 2:00 | 8:00 |
| App store release 4.2Member App · Trondheim Sports Club | 2:00 | 1:00 | 1:30 | 2:30 | 2:30 | 9:30 |
| Daily stand-upMember App · Trondheim Sports Club | 0:15 | 0:15 | 0:15 | 0:15 | 0:15 | 1:15 |
| General time | 0:30 | 0:30 | 1:00 | 0:30 | 0:30 | 3:00 |
| Clocked | 8:15 | 7:15 | 7:15 | 7:15 | 7:45 | 37:45 |
| Paid Hours | 8:00 | 7:00 | 7:00 | 7:00 | 7:30 | 36:30 |
Logged 35:45 · billable 31:30 · clocked 37:45
From Your Calendar
Design critique with FjordlineThu 5 · 10:00–11:00Add to WeekNot Work
Time Entries
Every entry by person and project, billable or not, and the hours not yet invoiced, exported as CSV.
Time
Every hour logged on your projects, and the hours per person.
Export CSVLog TimeStart Timer
Today42.5
This Week238.0
Billable This Week (hrs)211.5
Uninvoiced (hrs)93.5
EntriesBy Person
| Person | Project | Hours | Chargeable | Non-Chargeable | Invoiced | Entries |
|---|---|---|---|---|---|---|
| AKAnanya KapoorTower B Facade · Lodha Parkside | Tower B Facade · Lodha Parkside | 46.5 | 41 | 5.5 | 28 | 32 |
| RMRohan MehtaClinic Fit-Out · Bandra West | Clinic Fit-Out · Bandra West | 52 | 47.5 | 4.5 | 36 | 40 |
| PNPriya NairTower B Facade · Lodha Parkside | Tower B Facade · Lodha Parkside | 38 | 36 | 2 | 24 | 24 |
| VSVikram ShettyHotel Lobby · Juhu Tara Road | Hotel Lobby · Juhu Tara Road | 44 | 38.5 | 5.5 | 30.5 | 28 |
| NJNeha JoshiClinic Fit-Out · Bandra West | Clinic Fit-Out · Bandra West | 35.5 | 31 | 4.5 | 18 | 20 |
| ADArjun DesaiHotel Lobby · Juhu Tara Road | Hotel Lobby · Juhu Tara Road | 41 | 37 | 4 | 22.5 | 30 |
Mileage
A claim by distance, in kilometers or miles, at each category’s rate.
Expenses
Expense reports, every expense with its receipt or distance, and what people are owed.
New ExpenseRecord Mileage
ReportsExpensesReimbursements
| Date | Expense | Person | Category | Amount |
|---|---|---|---|---|
| 09/11/2026 | Site visit, Riverside Business Centre38 km | Seán Murphy | Mileage, Own Car | €17.54 |
| 08/11/2026 | Skip hire for the bathroom strip-outPlant and Hire | Aoife Kelly | Plant and Hire | €240.00 |
| 07/11/2026 | Survey, 281 High Road24 km | Seán Murphy | Mileage, Own Car | €11.08 |
| 06/11/2026 | Two double radiators and valvesMaterials | Ciarán Walsh | Materials | €185.00 |
| 04/11/2026 | Boiler parts collection, Little Island17 km | Ciarán Walsh | Mileage, Own Car | €7.85 |
Record Mileage
Mileage
€21.23 · 46 km
CancelSave Expense
Travel Requests
A trip asked for before it is booked, its expenses set against it.
Travel Requests
Asked before the trip: each request, its estimate and what was actually spent
Ask for a Purchase+ New Travel Request
Waiting for a Decision2
Approved3
Over Estimate1
| Request | Person | Dates | Destination | Estimate | Spent | Status |
|---|---|---|---|---|---|---|
| Client workshop, Grupo AltamiraMonterrey | VOValeria Ochoa | 22/11–24/11 | Monterrey | $28,400 | $6,120 | Approved |
| Supply chain review, Planta BajíoLeón | DRDiego Ramírez | 15/11–18/11 | León | $36,900 | $18,250 | Approved |
| Board presentation, Fondo PacíficoGuadalajara | VOValeria Ochoa | 12/11–13/11 | Guadalajara | $21,500 | $9,800 | Approved |
| Industry conference and trainingBogotá | LHLucía Herrera | 01/11–03/11 | Bogotá | $54,200 | $51,870 | Closed |
| Site assessment, Hoteles RivieraCancún | ACAndrés Castillo | 25/10–27/10 | Cancún | $32,600 | $35,940 | Closed |
| Due diligence visit, Agro NorteHermosillo | DRDiego Ramírez | 17/10–19/10 | Hermosillo | $26,100 | $24,380 | Closed |
Per Diem
The days away at the day’s rate, claimed from an approved travel request.
Back to Requests
Client workshops, Nordkap Logistics Approved
Per Diem
5 × 640 kr = 3 200 krClaim Per DiemExpenses Against It
06/11 · Flight to Tromsø3 420 krApproved
06/11 · Hotel, four nights7 360 krApproved
07/11 · Taxi to the client285 krApproved
08/11 · Workshop room1 180 krSubmitted
10/11 · Flight home2 960 krSubmitted
Estimate and Spent
- Estimate
- 18 500 kr
- Spent
- 15 205 kr
- Against the Estimate
- +3 295 kr
Ask for a Purchase, With Ledger
A purchase asked as a draft purchase order, on the purchase order’s own approval.
Travel Requests
Asked before the trip: each request, its estimate and what was actually spent
Ask for a Purchase+ New Travel Request
Waiting for a Decision3
Approved6
Over Estimate1
Ask for a Purchase
TravelPurchase
Items
| Item | Quantity | Unit cost |
|---|---|---|
| LED panel, 1x1, bi-colour | 4 | RM 1,450.00 |
| Light stand, air-cushioned | 4 | RM 220.00 |
| Softbox, 90 cm octagonal | 2 | RM 380.00 |
| V-mount battery, 150 Wh | 4 | RM 540.00 |
| Grip clamps, set of six | 1 | RM 160.00 |
| Total | 15 | RM 9,760.00 |
Save as DraftSend for Approval
Receipt Capture, With Ledger
A receipt photo is read for its vendor, amount and date, the same capture as in Ledger and Today.
Expenses
Expense reports, every expense with its receipt or distance, and what people are owed.
New ExpenseRecord Mileage
Osu Office SuppliesOxford Street, Osu, Accra09/11/2026 · 10:42
A4 copier paper, 5 reamsGH₵212.00Lever-arch files, 10GH₵145.00Toner cartridge, blackGH₵389.00Envelopes, DL, 500GH₵96.00
TOTALGH₵842.00VAT incl. · Card ****4417
A4 copier paper, 5 reamsGH₵212.00Lever-arch files, 10GH₵145.00Toner cartridge, blackGH₵389.00Envelopes, DL, 500GH₵96.00
TOTALGH₵842.00VAT incl. · Card ****4417
Upload the receipt, or drop it hereVendor, amount and date are read for you
Billed to the clientKept as our costEnter by HandSave Expense
Expense Reports
A person’s week of expenses with their receipts, approved or sent back, each one paid back, billed to a client or kept as a cost.
Back to Expenses
Expense Report Submitted
Send BackApprove
| Date | Expense | Amount | Receipt | Billable | Paid Back | Status |
|---|---|---|---|---|---|---|
| 30/10 | Flight, Lima to Cusco30/10 | S/ 612.00 | View | On the Pay Report | Approved | |
| 30/10 | Hotel, three nights, Plaza de Armas30/10 | S/ 885.00 | View | On the Pay Report | Approved | |
| 31/10 | Venue deposit, Casona San Blas31/10 | S/ 450.00 | View | Paid by the business | Approved | |
| 1/11 | Taxi to the venue with the screens1/11 | S/ 48.00 | View | On the Pay Report | Submitted | |
| 2/11 | Dinner with the client team2/11 | S/ 236.00 | View | Paid Directly | Submitted | |
| 4/11 | Printing, launch banners4/11 | S/ 174.00 | View | On the Pay Report | Submitted |
Comes To
S/ 2,405.00Spent Against Requests
Travel · Product launch, CuscoEstimate S/ 2,400 · S/ 2,185.00Time
Every hour logged on your projects, and the hours per person.
Export CSVLog TimeStart Timer
Timer Running01:12:40Checkout Redesign · Fjordline Ferries · Payment step prototypesStop
Today5.8
This Week29.5
Billable This Week (hrs)26.0
Uninvoiced (hrs)61.5
Running Timers2
EntriesBy Person
| Start | Member | Project | Duration (min) | Billable | Status | Invoiced |
|---|---|---|---|---|---|---|
| 08:52 | Ingrid Solberg | Payment step prototypesCheckout Redesign · Fjordline Ferries | 72 | Yes | Running | No |
| 09:10 | Magnus Haugen | App store release 4.2Member App · Trondheim Sports Club | 49 | Yes | Running | No |
| 07:45 | Sigrid Bakke | Accessibility reviewCheckout Redesign · Fjordline Ferries | 105 | Yes | Stopped | No |
| 13:00 | Ingrid Solberg | Sprint planningMember App · Trondheim Sports Club | 60 | No | Stopped | No |
| 10:15 | Erik Lunde | Room search filtersBooking Site · Lofoten Lodges | 150 | Yes | Stopped | Yes |
| 08:30 | Magnus Haugen | Push notification settingsMember App · Trondheim Sports Club | 150 | Yes | Stopped | Yes |
Review
Decide each week, expense and request in one place
The review desk holds what waits on you: the person-weeks to sign off, expense reports, travel requests, write-downs and contractor statements, each with its context beside it. A week signed off is locked. The items are the same ones in the Approvals panel of your menu.
Review
What waits on you, with its context beside it
Hours5Expenses4Requests2Pre-Bill3Reimbursements2Statements1
TNThandi Nkosi02/11 to 08/11
PvPieter van Wyk02/11 to 08/11
APAyesha Patel02/11 to 08/11
LBLiam Botha02/11 to 08/11
NMNaledi Mokoena02/11 to 08/11
Thandi Nkosi · 02/11 to 08/11Level 1 of 2
This week: Logged 37:45 · billable 36:00 · clocked 40:15 · paid 40:00| Work | Billable | Rate | On the Invoice |
|---|---|---|---|
| Logo system and lockupsBrand Refresh · Table Mountain Aerial Cableway | 14:30 | R 950,00 | R 13 775,00 |
| Signage familyBrand Refresh · Table Mountain Aerial Cableway | 9:00 | R 950,00 | R 8 550,00 |
| Bottle label artworkPackaging · Fynbos Gin Company | 8:30 | R 875,00 | R 7 437,50 |
| Print proofs with the printerPackaging · Fynbos Gin Company | 4:00 | R 875,00 | R 3 500,00 |
| Directional sign drawingsWayfinding · V&A Waterfront | 3:30 | R 900,00 | R 3 150,00 |
ApproveRejectRequest ChangesDelegate
Your Own Routing
Approvals
Who approves each kind of item, in what order, and above which amount. Decisions are made in Approvals and on each item.
| Level | Applies to items above | Approved by | When several people are asked |
|---|---|---|---|
| Level 1 | Every item, whatever its amount. | Lea Brunner, Marco KellerThe people I name | The first to answer decides |
| Level 2 | CHF 5'000 | The adminsA role | One approval is enough |
| Level 3 | CHF 25'000 | The ownerA role | Everyone approves |
Add a LevelSave
Approvers by person, money group or role, in order and levels, with thresholds per currency.
While You Are Away
Review
What waits on you, with its context beside it
ADWeek of Can ÖztürkKadıköy Metro Station · Structural Survey · For Ayşe Demir, while they are awayHours
ADExpense report, Deniz AksoySite visits, Bursa · For Ayşe Demir, while they are awayExpenses
ADTravel request, Mert YılmazClient meeting, Ankara · For Ayşe Demir, while they are awayRequests
ADWrite-down, facade calculationsGalata Hotel Extension · For Ayşe Demir, while they are awayPre-Bill
ADStatement ST-0412, Anadolu İskele Ltd.Scaffolding, March · For Ayşe Demir, while they are awayStatements
While You Are Away
Choose someone who decides your approvals for a while. What waits on you appears in their Approvals too, and their decision is recorded as made for you.Emre Kaya · Everything · 07/11 to 21/11End Now
Someone decides your approvals while you are away, and an item nobody answers goes to someone else after a while.
Reminders, With Automations
Automations
Tell a person their timer is still runningSet up by Velocity. When someone’s timer is still running at the end of the day it started on, or ten hours after it started, whichever comes first, they hear it on their phone and in the app, with Stop Timer.
Remind a person to hand in their weekSet up by Velocity. At 5 pm on the last day of your week, everyone with time that week who has not handed it in hears it on their phone and in the app, with Submit Week.
Timer Still Running and Week Not Submitted, each a rule you can turn off.
A Week Signed Off
My Week
11/09/2026 to 11/15/2026 · Sent back for changes
Submit Week
Sent back: Move Thursday’s framing hours to the Lakeway kitchen, not the Barton Hills deck.
| Work | Mon 9 | Tue 10 | Wed 11 | Thu 12 | Fri 13 | Total |
|---|---|---|---|---|---|---|
| Framing, second floorKitchen Remodel · Lakeway | 6:00 | 5:30 | 7:00 | 4:00 | 6:00 | 28:30 |
| Deck framing and joistsDeck Build · Barton Hills | 2:00 | 2:30 | 1:00 | 4:00 | 2:00 | 11:30 |
| Material pickupKitchen Remodel · Lakeway | 0:30 | 0:30 | 0:30 | 0:30 | 0:30 | 2:30 |
Earlier Weeks
| Week | Status |
|---|---|
| 11/02 to 11/08 | Signed offLocked |
| 10/26 to 11/01 | Signed offLocked |
| 10/19 to 10/25 | Signed offLocked |
Locked once approved; sent back, it opens again with the reviewer’s note.
Paid Back, With Workforce
Expenses
Expense reports, every expense with its receipt or distance, and what people are owed.
ReportsExpensesReimbursements
| Person | Owed | Expenses | Paid | Status |
|---|---|---|---|---|
| WKWanjiru Kamau | Ksh 18,450.00 | 4 | On the Pay Report | Next Pay Report |
| OOOtieno Odhiambo | Ksh 7,200.00 | 2 | On the Pay Report | Next Pay Report |
| AHAmina Hassan | Ksh 31,900.00 | 6 | Paid Directly | To Pay |
| BMBrian Mwangi | Ksh 4,350.00 | 1 | On the Pay Report | Next Pay Report |
| GAGrace Achieng | Ksh 12,780.00 | 3 | Paid Directly | Payable Written |
A line on the pay report your payroll takes, or a payable through Ledger.
Contractor Statements
Hours3Expenses2Requests1Pre-Bill2Reimbursements1Statements1
ST-2031 · Southbank Irrigation Pty LtdPay agreements: Irrigation Install, Call-Out- Drip irrigation, front garden
- $2,840.00
- Controller and rain sensor
- $1,260.00
- Call-out, valve fault
- $760.00
- Pop-up sprinklers, back lawn
- $1,940.00
- Backflow valve test and certificate
- $380.00
ApproveRejectRequest Changes
Signed off, then posted as the statement’s own payable in Ledger.
Projects
Run each project in phases, on one page
A project is client work or internal work, opened by hand, from a won deal or a contract, or for a record such as a development or a location. Its page opens on where it stands, the next milestone and its margin.
All Projects
Every project with its hours, what is to invoice, its profit and margin, by status, owner, type or client.
Projects
Every project: its hours, its costs, what it has billed and what it earned
New Project
All ProjectsBy StatusBy OwnerBy TypeBy Client
In Progress9
With Work to Invoice6
Hours Logged1,284
Closed14
| Project | Client | Hours | To Invoice | Profit | Margin % | Status |
|---|---|---|---|---|---|---|
| Brand RefreshTMC-03 · Table Mountain Aerial Cableway | Table Mountain Aerial Cableway | 386.5 | R 48 750 | R 212 000 | 68.4% | In progress |
| PackagingFGC-11 · Fynbos Gin Company | Fynbos Gin Company | 142 | R 21 400 | R 96 000 | 61.2% | In progress |
| WayfindingVAW-07 · V&A Waterfront | V&A Waterfront | 251.5 | R 33 600 | R 140 000 | 57.9% | In progress |
| Annual ReportSAN-26 · Sanlam Foundation | Sanlam Foundation | 88 | R 12 200 | R 72 000 | 52.3% | Waiting on the client |
| Menu and SignageBWB-02 · Bree Street Wine Bar | Bree Street Wine Bar | 61.5 | R 8 150 | R 38 000 | 34.6% | In progress |
| WebsiteKRB-05 · Kirstenbosch Botanical Society | Kirstenbosch Botanical Society | 102 | R 6 400 | R 124 000 | 63.8% | Completed |
Timeline
A Gantt of tasks and milestones; a move with dependents lists each new date for you to decide.
Casa Patio · Chapinero In progress
Start TimerLog TimeInvoice…
OverviewTimelineMilestonesTasksKey Dates & ConditionsPartiesDocumentsUpdatesChange OrdersBudgetTime & CostsBillingSite Controls
ScaleDayWeekMonthEarlierTodayLater
Plan20/1027/103/1110/1117/1124/111/128/1215/12
Concept Design
Concept Approved by the Client◆
Developed Design
Structural Coordination
Planning Submission◆
Interior Design
Construction Drawings
Tender Issued◆
This Move Has Dependents
Developed Design moves to 03/11/2026 – 01/12/2026. What waits on it would move too:
- Planning Submission
27/11/2026→ 04/12/2026- Construction Drawings
27/11/2026→ 04/12/2026- Tender Issued
15/12/2026→ 22/12/2026
CancelJust This OneMove All
Milestones
Payments fall due as a milestone is reached, or once the client approves it.
Booking App · Waiheke Ferries In progress
Apply a Milestone Plan…Add Milestone
OverviewTimelineMilestonesTasksKey Dates & ConditionsPartiesDocumentsUpdatesChange OrdersBudgetTime & CostsBillingSite Controls
| Milestone | Target | Responsible | Progress % | Status | Payments Due On It |
|---|---|---|---|---|---|
| Discovery Signed Off | 23/09/2026 | Aroha Ngata | 100% | Completed | $18,000.00 |
| Design Approved | 21/10/2026 | Liam Te Rangi | 100% | Completed | $24,000.00 |
| Beta in Testers’ Hands | 16/11/2026 | Mia Thompson | 70% | In progress | $32,000.00 |
| Payments Live in the App | 26/11/2026 | Jack Wilson | 35% | Delayed | $16,000.00 |
| Store Listing Approved | 07/12/2026 | Mia Thompson | 20% | In progress | $8,000.00 |
| Store Launch | 14/12/2026 | Aroha Ngata | 10% | Not started | $22,000.00 |
| Client Sign-Off and Handover | 21/12/2026 | Aroha Ngata | 5% | Not started | $12,000.00 |
What If It Slips
The milestones and payments a delay would move, across projects, moving nothing.
Water Reclamation · Tuas Plant In progress
Start TimerLog TimeInvoice…
OverviewTimelineMilestonesTasksKey Dates & ConditionsPartiesDocumentsUpdatesChange OrdersBudgetTime & CostsBillingSite Controls
| Milestone | Target | Status | Payments Due On It |
|---|---|---|---|
| Mechanical Installation Complete | 07/11/2026 | Delayed | $240,000.00 |
| Pump Station Commissioned | 22/11/2026 | In progress | $186,000.00 |
| Control Room Handover | 10/12/2026 | Not started | $94,000.00 |
| Performance Test Passed | 24/12/2026 | Not started | $120,000.00 |
| Final Acceptance | 09/01/2027 | Not started | $150,000.00 |
What If It Slips
See what a delay would move: the milestones waiting on it and the payments due on them. Nothing changes.
A slip of 14 days moves 3 milestones waiting on it and 3 payments due on them, 1 past a guarantee. Nothing has changed: move each one yourself.
| Milestone | Target | Payments Due On It |
|---|---|---|
| Pump Station CommissionedWater Reclamation · Tuas Plant | $186,000.00 | |
| Control Room HandoverWater Reclamation · Tuas Plant | $94,000.00 | |
| Integrated Systems TestData Hall B · Jurong Campus | $68,000.00 |
Show
Tasks
Each charged by the hour, at a fixed amount or not at all, its estimate beside the hours logged.
Bridge Rehabilitation · Don Valley Parkway In progress
Add Task
OverviewTimelineMilestonesTasksKey Dates & ConditionsPartiesDocumentsUpdatesChange OrdersBudgetTime & CostsBillingSite Controls
| Task | Charges | Own Rate | Est. hrs | Logged hrs | To Invoice | Assignee |
|---|---|---|---|---|---|---|
| Bearing inspection, north abutmentOwen Park | Time: per hour | $180 / h | 24 | 22.5 | $1,350.00 | Owen Park |
| Load rating modelHannah Clarke | Time: per hour | $180 / h | 40 | 36 | $1,980.00 | Hannah Clarke |
| Deck condition surveyOwen Park | Time: per hour | $165 / h | 32 | 30.5 | $1,485.00 | Owen Park |
| Traffic management planMaya Singh | Fixed amount | $4,800 | 18 | 16 | $4,800.00 | Maya Singh |
| Rehabilitation drawings, phase 1Daniel Fortin | Time: per hour | $165 / h | 60 | 41.5 | $2,310.00 | Daniel Fortin |
| Weekly coordination with the CityHannah Clarke | Non-chargeable | Non-chargeable | 12 | 9.5 | Non-chargeable | Hannah Clarke |
Projects Inside Projects
A building with a project per unit, each with its own client and schedule.
Edificio Alameda 1240 In progress
Inside a Project…New Project Inside
OverviewTimelineMilestonesTasksKey Dates & ConditionsPartiesDocumentsUpdatesChange OrdersBudgetTime & CostsBillingSite Controls
Projects Inside
| Project | Client | Status | Deadline | To Invoice | Invoiced |
|---|---|---|---|---|---|
| Depto 101Camila Fuentes | Camila Fuentes | Completed | 29-10-2026 | $7.425.000 | $148.500.000 |
| Depto 204Matías Rojas Vidal | Matías Rojas Vidal | In progress | 28-11-2026 | $24.750.000 | $99.000.000 |
| Depto 305Valentina Soto | Valentina Soto | In progress | 13-12-2026 | $31.200.000 | $87.600.000 |
| Depto 402Sebastián Muñoz | Sebastián Muñoz | In progress | 27-12-2026 | $18.900.000 | $62.300.000 |
| Depto 503Isidora Pérez | Isidora Pérez | In progress | 10-01-2027 | $12.400.000 | $41.800.000 |
| Depto 604Tomás Riquelme | Tomás Riquelme | In progress | 17-01-2027 | $15.800.000 | $36.500.000 |
| Local Comercial 1Café Altamira SpA | Café Altamira SpA | In progress | 24-01-2027 | $9.600.000 | $28.900.000 |
Client Updates, With Navigator
Updates with progress photos, shared tasks and milestones to approve in their portal.
Garden Rebuild · 14 Toorak Road In progress
Post Update…
OverviewTimelineMilestonesTasksKey Dates & ConditionsPartiesDocumentsUpdatesChange OrdersBudgetTime & CostsBillingSite Controls
| Day | Update | Photos | Client |
|---|---|---|---|
| 09/11 | Turf laid on the back lawn; the irrigation runs on its timer from tonight. | 6 | Shared |
| 06/11 | Sandstone steps set and the retaining wall capped. | 4 | Shared |
| 02/11 | Native planting along the fence line: 40 grevilleas and kangaroo paw. | 8 | Shared |
| 29/10 | Drainage under the terrace re-routed after the rain; no change to the date. | 3 | Kept Back |
| 26/10 | Deck framing up; the spotted gum boards arrive Monday. | 5 | Shared |
| 22/10 | Old pavers lifted and the side path levelled for the new gravel. | 4 | Shared |
From a Won Deal, With Deals
The deal’s tasks become the project’s first tasks, one project per deal.
New Project
Plan the work, track its time and costs, and bill it when it is for a client
CancelOpen Project
Add the agreed lines as tasksCampaign strategy and media planThree creative routesSocial content, twelve weeksPaid media managementMonthly results report
Files, With Depot
The project’s files, and a photo or PDF shared from a phone straight onto it.
Café Fit-Out · Seongsu-dong In progress
Start TimerLog TimeInvoice…
OverviewTimelineMilestonesTasksKey Dates & ConditionsPartiesDocumentsUpdatesChange OrdersBudgetTime & CostsBillingSite Controls
Required DocumentsSignaturesFiles
| Name | Kind | Added |
|---|---|---|
| Floor plan, revision C | Document | 2026. 11. 09. |
| Counter and shelving elevations | Design | 2026. 11. 08. |
| Rear wall before demolition | File | 2026. 11. 08. |
| Lighting schedule | Document | 2026. 11. 06. |
| Approved tile and timber samples | File | 2026. 11. 05. |
| Walkthrough of the finished shopfront | Video | 2026. 11. 04. |
| Fire permit application | Document | 2026. 11. 02. |
Projects
Every project: its hours, its costs, what it has billed and what it earned
New Project
All ProjectsBy StatusBy OwnerBy TypeBy Client
In Progress9
With Work to Invoice6
Hours Logged1,284
Closed14
| Project | Client | Hours | To Invoice | Profit | Margin % | Status |
|---|---|---|---|---|---|---|
| Brand RefreshTMC-03 · Table Mountain Aerial Cableway | Table Mountain Aerial Cableway | 386.5 | R 48 750 | R 212 000 | 68.4% | In progress |
| PackagingFGC-11 · Fynbos Gin Company | Fynbos Gin Company | 142 | R 21 400 | R 96 000 | 61.2% | In progress |
| WayfindingVAW-07 · V&A Waterfront | V&A Waterfront | 251.5 | R 33 600 | R 140 000 | 57.9% | In progress |
| Annual ReportSAN-26 · Sanlam Foundation | Sanlam Foundation | 88 | R 12 200 | R 72 000 | 52.3% | Waiting on the client |
| Menu and SignageBWB-02 · Bree Street Wine Bar | Bree Street Wine Bar | 61.5 | R 8 150 | R 38 000 | 34.6% | In progress |
| WebsiteKRB-05 · Kirstenbosch Botanical Society | Kirstenbosch Botanical Society | 102 | R 6 400 | R 124 000 | 63.8% | Completed |
Site and Subcontractors
Keep each project’s site records and subcontracts
The Daily Log is the day’s diary, with an order book where your country keeps one. Questions go out as numbered requests for information, sign-offs and the handover close the work, and Delivery shows each board across every project.
Daily Log
Each day of the work, the instructions given on site and the incidents.
Add Photos…New Entry
Entries6
Orders Issued1
Awaiting Signature1
Hours Lost3
All EntriesAwaiting Signature
| Date | Book | Kind | Project | Entry | Crew | Weather |
|---|---|---|---|---|---|---|
| 30/10/2026 | Order Book | Order | Heating Upgrade · Riverside Business Centre | The two meeting-room radiators move to the new partition positions, as confirmed in RFI 3.Awaiting Signature | 2 | Dry |
| 30/10/2026 | Diary | Daily entry | Rewire and New Consumer Unit · 281 High Road | First fix finished in every room; the plasterer can start on Monday. | 2 | Dry |
| 30/10/2026 | Diary | Daily entry | Heating Upgrade · Riverside Business Centre | The client asked to keep the meeting room warm until Friday; its radiator stays on until then. | 2 | Showers |
| 29/10/2026 | Diary | Daily entry | Heating Upgrade · Riverside Business Centre | Ground floor started: reception and the two offices cleared for us. | 3 | Rain all day |
| 24/10/2026 | Diary | Daily entry | Heating Upgrade · Riverside Business Centre | First floor finished: the system filled and tested with no leaks. | 3 | Dry and cold |
| 24/10/2026 | Incidents | Incident | Heating Upgrade · Riverside Business Centre | The second boiler was held at the merchant; the crew moved to first-floor snagging, three hours lost. | 3 | Dry and cold |
Requests for Information
Numbered questions with a due day, what each holds up and what it does to the schedule or cost.
Requests for Information
Questions with an owner, a deadline and the work they hold up.
New Request
Open3
Overdue1
Moving the Schedule2
Waiting on You1
| # | Question | Due | Holds Up | Schedule | Cost | Status |
|---|---|---|---|---|---|---|
| 7 | Can the plant room door open outwards for the second boiler?Milestone · Plant Room Ready | 08/11/2026 | MilestonePlant Room Ready | Yes | Yes | Open |
| 6 | Which wall takes the new consumer unit in the kitchen?Work order · WO-2291 · 14 Maple Grove | 13/11/2026 | Work orderWO-2291 · 14 Maple Grove | No | No | Open |
| 5 | Are the existing radiator valves kept on the first floor?Subcontract · Pipe insulation, plant room | 15/11/2026 | SubcontractPipe insulation, plant room | No | Yes | Open |
| 4 | Flue route through the east elevation: is scaffold access confirmed?Subcontract · Scaffold, east elevation | 01/11/2026 | SubcontractScaffold, east elevation | Yes | No | Answered |
| 3 | Meeting-room radiators: old or new partition positions?Milestone · First Fix Complete | 27/10/2026 | MilestoneFirst Fix Complete | Yes | Yes | Closed |
| 2 | Is the client supplying the smart thermostats?Work order · WO-2240 · Riverside Business Centre | 20/10/2026 | Work orderWO-2240 · Riverside Business Centre | No | Yes | Closed |
Contracts
Work a contract’s steps on the project that delivers it
A contract’s steps, conditions, parties, documents, signatures and deposits sit on its project. A coordinator works every contract from My Steps, Deadlines, At Risk and Documents In, each row opening its project.
Every contract you coordinate, step by step.
My Steps
Every step due on you across your contracts, with each one’s Completion Date.
My Steps
The Contract steps you hold, the soonest first.
Open Steps9
Past Their Day1
| Step | Contract | Side | Due | Completion Date |
|---|---|---|---|---|
| Searches back from the councilPurchase · 12 Didsbury Park | Purchase · 12 Didsbury Park | Buyer Side | 09/11/2026 | 14/12/2026 |
| Mortgage offer receivedPurchase · Flat 4, Ancoats Mill | Purchase · Flat 4, Ancoats Mill | Buyer Side | 12/11/2026 | 07/12/2026 |
| Replies to enquiries sentSale and Purchase · 3 Chorlton Green | Sale and Purchase · 3 Chorlton Green | Both Sides | 13/11/2026 | 21/12/2026 |
| Lease engrossed for signatureLease · Unit 7, Trafford Park | Lease · Unit 7, Trafford Park | Seller Side | 15/11/2026 | 29/11/2026 |
| Exchange of contractsPurchase · 12 Didsbury Park | Purchase · 12 Didsbury Park | Buyer Side | 19/11/2026 | 14/12/2026 |
| Completion statement to the clientSale and Purchase · 3 Chorlton Green | Sale and Purchase · 3 Chorlton Green | Both Sides | 22/11/2026 | 21/12/2026 |
Deadlines
Each contract’s next deadline and how many steps are late.
Deadlines
Every open Contract against its next deadline, a late step first.
Open7
Deadlines Overdue2
Completing This Month3
| Contract | Step | Next Deadline | Late Steps | Completion Date | Deadlines |
|---|---|---|---|---|---|
| Sale · 12 Kifisias Avenue, MarousiSeller Side | Tax clearance certificate | 08/11/2026 | 2 | 28/11/2026 | Action required |
| Purchase · Apartment 4B, KolonakiBuyer Side | Notary deed drafted | 09/11/2026 | 1 | 22/11/2026 | Action required |
| Lease · Shop 3, Ermou StreetBoth Sides | Lease signed | 14/11/2026 | None | 19/11/2026 | On track |
| Purchase · Villa, VouliagmeniBuyer Side | Engineer’s certificate | 16/11/2026 | None | 07/12/2026 | On track |
| Sale · Office floor, Syngrou AvenueSeller Side | Buyer’s deposit received | 18/11/2026 | None | 13/12/2026 | On track |
| Purchase · Maisonette, GlyfadaBuyer Side | Land registry search | 21/11/2026 | None | 25/12/2026 | On track |
At Risk
The step at risk, what is not covered and who holds it.
At Risk
Open Contracts with a late step, a deadline days away, no financing approval near completion, or a screening to review
Contracts at Risk5
Steps Overdue2
Financing Not Approved1
| Contract | Risk | Step | Due | Held By |
|---|---|---|---|---|
| Compra · Apartamento 142, Vila MarianaBuyer Side | Financing Not Approved | Aprovação do financiamento | 16/11/2026 | Banco do Brasil |
| Venda · Casa, Alto de PinheirosSeller Side | Step Overdue | Certidões negativas entregues | 07/11/2026 | Construtora Vila Mariana Ltda |
| Compra · Sala Comercial, Faria LimaBuyer Side | Deadline Soon | Escritura assinada | 12/11/2026 | Cartório do 15º Tabelião |
| Locação · Loja 8, Oscar FreireBoth Sides | Deposits Over Cover | Caução recebida | 14/11/2026 | Imobiliária Jardins |
| Compra · Cobertura, MoemaBuyer Side | Cover Ends Before Completion | Seguro fiança renovado | 19/11/2026 | Porto Seguro |
Third-Party Coordinators
The contracts an outside coordinator works for you, beside your own.
Third-Party Coordinators
Contracts5
Coordinators3
| Coordinator | Contract | Side | Done | Completion Date |
|---|---|---|---|---|
| LOLucía Ortega | Compraventa · Calle Velázquez 64 | Buyer Side | 75% | 22/11/2026 |
| LOLucía Ortega | Compraventa · Paseo de la Habana 9 | Seller Side | 40% | 06/12/2026 |
| JMJavier Montes | Arrendamiento · Local en Chamberí | Both Sides | 90% | 15/11/2026 |
| JMJavier Montes | Compraventa · Ático en Salamanca | Buyer Side | 55% | 29/11/2026 |
| MIMarta Ibáñez | Compraventa · Chalet en Pozuelo | Seller Side | 25% | 18/12/2026 |
Billing
Review the work before it goes on an invoice
To Invoice lists every hour, fixed task and chargeable cost not yet billed, project by project. Write an item up or down or defer it, with the original kept, then invoice it with the time report attached. The invoice is Ledger’s.
To Invoice
Work and costs waiting to be invoiced, Project by Project
New Invoice
Projects to Invoice5
Hours to Invoice273
Hours With No Rate4
| Project | Client | Hours | To Invoice |
|---|---|---|---|
| Bridge Rehabilitation · Don Valley Parkway | City of Toronto | 96.5 | $17,370.00 |
| Transit Hub Structural Review | Metrolinx | 64 | $12,160.00 |
| Warehouse Retrofit · Mississauga | Peel Cold Storage Inc. | 48.5 | $8,730.00 |
| Condo Tower Peer Review | Harbourfront Developments | 38 | $7,220.00 |
| Seismic Assessment · St. Michael’s Wing | Unity Health Toronto | 26 | $5,070.00 |
Items Waiting
| Item | Day | Hours | Recorded | To Bill | Decision |
|---|---|---|---|---|---|
| Load rating modelBridge Rehabilitation · Don Valley Parkway | 11-05 | 11 | $1,980.00 | $1,485.00 | Written DownWaiting for Approval |
| Site walk with the contractorTransit Hub Structural Review | 11-06 | 4 | $760.00 | $950.00 | Written Up |
| Roof truss calculationsWarehouse Retrofit · Mississauga | 11-07 | 9.5 | $1,710.00 | $1,710.00 | Billed Later |
| Comments on the podium transfer slabCondo Tower Peer Review | 11-08 | 6 | $1,140.00 | $912.00 | Written Down |
| Anchor pull-out testsSeismic Assessment · St. Michael’s Wing | 11-09 | 5 | $950.00 | $1,045.00 | Written Up |
To Invoice
Work and costs waiting to be invoiced, Project by Project
New Invoice
Items Waiting
| Item | Day | Hours | Recorded |
|---|---|---|---|
| Booking flow: room pickerWebsite Rebuild · Atlântico Hotels | 07/11 | 12 | 1140,00 € |
| Room photography editWebsite Rebuild · Atlântico Hotels | 07/11 | 6.5 | 617,50 € |
| Wine club sign-up flowBrand Site · Quinta do Vale Wines | 08/11 | 8 | 760,00 € |
| Content entry, tasting notesBrand Site · Quinta do Vale Wines | 08/11 | 5 | 475,00 € |
| Staff directory searchIntranet · Porto Port Authority | 09/11 | 9 | 855,00 € |
Before It Is Billed
The original is kept. A write-down above your share waits for approval in Approvals.
Booking flow: room picker · 1140,00 €
Write DownWrite UpBill LaterDo Not BillCancelSave
Capacity and Reports
See who is free and what each project earns
Capacity sets each person’s planned hours against what their shifts let them work, week by week. Reports cost every hour by the same rule as Workforce’s pay report: profitability, utilization, cost against output, hire against freelance, budget burn and project margin, per currency.
Capacity
What each person can work, what they are allocated, and the time they handed in.
General timeAdd Project
EarlierThis WeekLaterAvailable 816 h · Planned 681 h · Actual 131 h
| Person | 09/11 | 16/11 | 23/11 | 30/11 | Total |
|---|---|---|---|---|---|
| ICInês CarvalhoDesign Lead | 34 / 36 | 33 / 36 | 30 / 36 | 22 / 36 | 119 h |
| TMTiago MendesDeveloper | 36 / 40 | 44 / 40 | 36 / 40 | 32 / 40 | 148 h |
| BCBeatriz CostaDeveloper | 24 / 24 | 20 / 24 | 18 / 24 | 12 / 24 | 74 h |
| RFRui FernandesContent | 30 / 32 | 28 / 32 | 16 / 16 | 26 / 32 | 100 h |
| SASofia AlmeidaProject Manager | 26 / 36 | 24 / 36 | 28 / 36 | 20 / 36 | 98 h |
| DPDuarte PiresDeveloper | 32 / 40 | 36 / 40 | 40 / 40 | 34 / 40 | 142 h |
Profitability and Margin
What each project and client earns against the cost of every hour, per currency.
Reports
What the work earned and cost, and how the team’s hours were used, per currency.
ProfitabilityUtilizationCost vs OutputHire vs FreelanceBudget BurnOriginationRealizationProject MarginOverdue & At RiskUpcoming Deadlines
01/10/202631/10/2026By ClientExport CSV
| Name | Hours | Billable Hours | Billed | Cost | Profit | Margin % |
|---|---|---|---|---|---|---|
| Grupo Altamira | 412 | 386 | $1,544,000 | $861,000 | $683,000 | 44% |
| Planta Bajío | 296 | 274 | $1,096,000 | $642,500 | $453,500 | 41% |
| Fondo Pacífico | 188 | 181 | $814,500 | $401,200 | $413,300 | 51% |
| Hoteles Riviera | 164 | 139 | $556,000 | $398,700 | $157,300 | 28% |
| Agro Norte | 121 | 112 | $448,000 | $289,400 | $158,600 | 35% |
| Cervecería del Valle | 86 | 71 | $284,000 | $231,900 | $52,100 | 18% |
Utilization
Each person’s billable share of the hours they worked.
Reports
What the work earned and cost, and how the team’s hours were used, per currency.
ProfitabilityUtilizationCost vs OutputHire vs FreelanceBudget BurnOriginationRealizationProject MarginOverdue & At RiskUpcoming Deadlines
01/10/202631/10/2026By PersonExport CSV
| Person | Available | Worked | Billable | Billable % | Utilization % | Revenue |
|---|---|---|---|---|---|---|
| WLWei Ling Tan | 152 | 148 | 131 | 89% | 86% | $27,510 |
| APArjun Pillai | 152 | 156 | 138 | 88% | 91% | $26,910 |
| SRSiti Rahman | 120 | 116 | 92 | 79% | 77% | $16,560 |
| MLMarcus Lim | 152 | 140 | 101 | 72% | 66% | $18,180 |
| HGHannah Goh | 152 | 150 | 128 | 85% | 84% | $21,120 |
| DODaniel Ong | 76 | 74 | 61 | 82% | 80% | $10,065 |
Budget Burn
How fast each budget is being used against the time gone.
Reports
What the work earned and cost, and how the team’s hours were used, per currency.
ProfitabilityUtilizationCost vs OutputHire vs FreelanceBudget BurnOriginationRealizationProject MarginOverdue & At RiskUpcoming Deadlines
01/10/202631/10/2026By ClientExport CSV
| Project | Budget Amount | Used | Left | Used % |
|---|---|---|---|---|
| Garden Rebuild · 14 Toorak Road | $64,000 | $47,800 | $16,200 | 75% |
| Rooftop Terrace · Collins Street | $92,000 | $51,500 | $40,500 | 56% |
| Courtyard · Fitzroy Townhouses | $38,000 | $37,200 | $800 | 98% |
| Native Garden · Eltham Primary School | $27,500 | $12,400 | $15,100 | 45% |
| Pool Surrounds · Brighton | $71,000 | $60,300 | $10,700 | 85% |
| Streetscape · Camberwell Junction | $118,000 | $41,200 | $76,800 | 35% |
Origination and Realization
Who brought in what was billed, and how much of the time worked was paid.
Reports
What the work earned and cost, and how the team’s hours were used, per currency.
ProfitabilityUtilizationCost vs OutputHire vs FreelanceBudget BurnOriginationRealizationProject MarginOverdue & At RiskUpcoming Deadlines
01/10/202631/10/2026By PersonExport CSV
| Person | Projects | Originating Credit | Billed on Their Projects |
|---|---|---|---|
| Carolina Ruiz | 14 | $ 38.400.000 | $ 41.200.000 |
| Martín Acosta | 11 | $ 26.900.000 | $ 29.750.000 |
| Florencia Paz | 9 | $ 18.650.000 | $ 21.300.000 |
| Gonzalo Ferreyra | 7 | $ 12.100.000 | $ 13.800.000 |
| Julieta Benítez | 5 | $ 7.450.000 | $ 8.900.000 |
Realization
| Project | Worked Value | Billed Value | Billing Realization % | Collection Realization % |
|---|---|---|---|---|
| Molinos del Sur S.A. | $ 9.800.000 | $ 9.310.000 | 95% | 92% |
| Bodega Los Andes | $ 7.600.000 | $ 6.840.000 | 90% | 88% |
| Grupo Tandil | $ 5.400.000 | $ 5.400.000 | 100% | 97% |
| Clínica Belgrano | $ 4.100.000 | $ 3.690.000 | 90% | 90% |
| Pampa Energía Verde | $ 3.900.000 | $ 3.280.000 | 84% | 75% |
Overdue and Upcoming
Late milestones and tasks, and the deadlines of the next 30, 60 or 90 days.
Reports
ProfitabilityUtilizationCost vs OutputHire vs FreelanceBudget BurnOriginationRealizationProject MarginOverdue & At RiskUpcoming Deadlines
| What | Name | Project | Due | Days Late |
|---|---|---|---|---|
| Milestone | Facade Samples Approved | Umeda Office Tower Lobby | 2026/11/04 | 6 |
| Task | Lighting plan, level 3 | Kyoto Machiya Hotel | 2026/11/06 | 4 |
| Contract Step | Fire Safety Sign-Off | Kobe Harbour Café | 2026/11/08 | 2 |
| Document Due | Structural Survey | Namba Clinic Fit-Out | 2026/11/09 | 1 |
| Task | Signage artwork to the printer | Umeda Office Tower Lobby | 2026/11/09 | 1 |
Upcoming DeadlinesNext 30 Days
| Date | In Days | What | Name | Project |
|---|---|---|---|---|
| 2026/11/13 | 3 | Milestone | Concept Presentation | Nara Ryokan Renewal |
| 2026/11/18 | 8 | Task | Door schedule issued | Namba Clinic Fit-Out |
| 2026/11/22 | 12 | Milestone | Tender Package Issued | Kyoto Machiya Hotel |
| 2026/11/29 | 19 | Contract Step | Handover Inspection | Kobe Harbour Café |
| 2026/12/06 | 26 | Milestone | Furniture Order Placed | Umeda Office Tower Lobby |
Labor by Segment
Labor against sales, by department, event, room work, fulfillment or agent.
Reports
Labor vs SalesDepartment LaborOperating DaysEvent StaffingHousekeeping LaborMaintenance LaborFulfillment LaborAgent Output
01/10/202631/10/2026By ClientExport CSV
| Event | People | Labor Hours | Labor Cost | Revenue | Labor % of Revenue | Revenue per Labor Hour |
|---|---|---|---|---|---|---|
| Boda Hernández Peña · Casa de Campo | 24 | 212 | RD$148,400 | RD$1,240,000 | 12.0% | RD$5,849 |
| Congreso Médico del Caribe | 38 | 356 | RD$263,400 | RD$2,185,000 | 12.1% | RD$6,138 |
| Festival Gastronómico Zona Colonial | 31 | 274 | RD$189,100 | RD$1,560,000 | 12.1% | RD$5,693 |
| Lanzamiento Banco Popular | 16 | 118 | RD$94,400 | RD$865,000 | 10.9% | RD$7,331 |
| Gala Benéfica Fundación Mar Azul | 22 | 186 | RD$139,500 | RD$1,120,000 | 12.5% | RD$6,022 |
| Concierto Anfiteatro Puerto Plata | 45 | 392 | RD$282,200 | RD$2,410,000 | 11.7% | RD$6,148 |
Figures by Permission
Costs and billing follow each person’s money settings, or read Not shared with you.
Reports
What the work earned and cost, and how the team’s hours were used, per currency.
ProfitabilityUtilizationCost vs OutputHire vs FreelanceBudget BurnOriginationRealizationProject MarginOverdue & At RiskUpcoming Deadlines
01/10/202631/10/2026By ClientExport CSV
| Name | Hours | Billable Hours | Billed | Cost | Profit | Margin % |
|---|---|---|---|---|---|---|
| Household Survey · Kisumu County | 184:30 | 162:00 | Ksh 2,140,000 | Not shared with you | Not shared with you | Not shared with you |
| Mobile Money Study · Safaricom Foundation | 142:00 | 136:30 | Ksh 1,785,000 | Not shared with you | Not shared with you | Not shared with you |
| Market Sizing · East Africa Breweries | 96:00 | 88:00 | Ksh 1,120,000 | Not shared with you | Not shared with you | Not shared with you |
| Customer Panel · Nairobi Water | 71:30 | 64:00 | Ksh 846,000 | Not shared with you | Not shared with you | Not shared with you |
| Brand Tracker · Twiga Foods | 58:00 | 52:30 | Ksh 694,000 | Not shared with you | Not shared with you | Not shared with you |
On a Phone
Run your own week from a phone, signal or not
Home on a phone is the timer in one tap, your own week and what waits on you. Time, a timer, an expense and a Daily Log entry made with no signal are held and sent once.
Home
Your timer in one tap, what needs you, and your week so far.
Your TimerYour Week
Timer Running00:47:12Boiler room surveyStop
Needs YouWaiting on You3
Timers Left Running1
My Steps2
Not submittedLogged 28:15 · billable 25:45
My Week on a Phone
Your week day by day, handed in with Submit Week.
09/11 to 15/11 · Not submitted
Mon 9Logo system and lockups7:30
Tue 10Signage family8:00
Wed 11Bottle label artwork7:15
Thu 12Print proofs with the printer6:30
Fri 13Directional sign drawings7:30
Total36:45
Submit WeekWithout Signal
Time, a timer, an expense and a Daily Log entry made offline are held on the phone and sent once.
TimeFraming · 3:30
TimerMaterial pickup · from 07:12
ExpenseLumber yard · $412.60
Daily LogRain stopped work at 11:00
This DeviceKeep Velocity on this deviceVelocity is being kept on this device.
Add to Velocity
A photo, a PDF or words shared from the phone become a receipt, a project’s file or a log entry.
IMG_4182.jpgPhoto
Where does it go?A Receipt
A File on a Project
Your ProjectsBrand Refresh · Cableway
Packaging · Fynbos Gin
Other Open ProjectsWayfinding · V&A Waterfront
Annual Report · Sanlam
Buttons in the Notice
Stop Timer and Submit Week, from the notification itself.
18:04
VelocityYour timer is still runningStop it if you are done, or keep it running if you are still working.Stop Timer
VelocityHand in your weekYour hours for 02/11 to 08/11 are not handed in yet. Submit your week when it is ready.Submit Week
Widgets
Waiting for a Decision and My Hours on Windows, never a money figure.
Your TimerYour Week
Timer Running00:47:12Boiler room surveyStop
Needs YouWaiting on You3
Timers Left Running1
My Steps2
Not submittedLogged 28:15 · billable 25:45
Companion apps
Where Velocity touches everything else.
4 of these 8 connections are in your plan today; the others are their own apps.
Velocity
Ledger
Workforce
Dispatch
Automations
Deals
Proposals
Navigator
Registry
Ledger
The invoice, the payable that pays an expense back and every posting are Ledger’s; Velocity decides what goes on them.
Workforce
The clock and the shifts are Workforce’s, signed off with the work time in one week, and a reimbursement can ride on its pay report.
Dispatch
A project’s tasks are Dispatch tasks, and the time and parts on a work order come back to its project.
Automations
Timer Still Running, Week Not Submitted, budget alerts and a client’s approval emails are rules you can change or turn off.
Deals
A won deal starts the project that delivers it, with the deal’s tasks as the project’s first tasks.
Proposals
A change order to a project’s contract is prepared and executed through the one change-order engine Proposals uses.
Navigator
The client follows the project in their portal: shared updates, milestones to approve, shared tasks and the documents asked of them.
Registry
A package the client bought is drawn down through Registry, which keeps the one count of what is left.
Pricing
No setup cost. Pay when you start using.
For work billed by the hour or delivered in phases.
Included with Calisto Ops. Invoices are posted by Ledger and shifts are planned in Workforce, each priced on its own page.
Recommended for you
Works well together.
Calisto Ledger
Calisto Ops
Double-entry books set up your way, every Calisto app’s money posted to them, invoices and who owes, supplier bills read and matched, receipts as expenses, the bank reconciled, money held for others, and the statements your accountant files from.
Learn more →€40/user/mo
Calisto Workforce
Calisto Ops
The schedule built from what is booked and when people can work, clock-in on any phone or a shared tablet, time off and timesheets signed off once, a pay report for your payroll and payslips back, labor rules, the team and hiring from your careers page.
Learn more →€22/user/mo
Calisto Dispatch
Calisto Ops
Requests and work orders, tasks assigned by who is free and near, templates and recurring work, the team and its contractors, routes by road, service levels and analytics, and the day worked from a phone with no signal.
Learn more →€65/user/mo
Calisto Automations
Calisto Ops
Rules that start from your Calisto apps, a schedule or a date and act across them all, every app’s automatic messages as rules, sequences that follow up until a person acts, and every run on record.
Learn more →€55/user/mo
Calisto Deals
Calisto Commerce
The CRM: leads routed and claimed, a pipeline on your own stages, quotes as versions and the contracts they become, people and companies, the day’s follow-ups, the handoff after the sale, commissions and the forecast.
Learn more →€55/user/mo
Calisto Proposals
Calisto Commerce
Designed proposals priced by a quote from your catalog, sent by email, text, WhatsApp or a link, then chosen, accepted, signed and paid on one link, with follow-up, change orders and analytics.
Learn more →€0.85per proposal
Calisto Navigator
Calisto Navigator
A portal with its own journey and messages, each client’s own records, unlimited clients signing in without passwords, and its own domain.
Learn more →€30/portal/mo
Calisto Registry
Calisto Commerce
Your Core app shows everything your Commerce and Ops plans turn on.
Learn more →2%of revenue
Spec Sheet
Everything included in Calisto Velocity.
Time
- A timer started from Home in one tap or the Start Timer shortcut, and time logged after the fact in Time.
- Time on a project’s task, on a work order, on a ticket or on no task at all, in the business the person works in.
- Each entry billable or not, by the task’s default unless the person changes it.
- Logged time counted one way: whole minutes, by the business’s rounding.
- Time ▸ Entries and Time ▸ By Person, with today’s, this week’s, billable and not yet invoiced hours.
- Required notes on an entry, when the business turns them on.
- A Core app records time on its own work orders and jobs, and it comes back here (with Dispatch).
My Week
- My Week: the person’s own week, clock and work time together, one block shown in Velocity, Today and Workforce.
- A cell of the week typed straight in, and calendar events suggested as entries to accept or leave.
- The week handed in once and signed off once on the approval engine, then locked; who may reopen it is a setting.
- Week cadence per entry, weekly or per pay period, the week’s first day, and which hours count: the clock, the time, or both (with Workforce).
- Timer Still Running and Week Not Submitted reminders, each an Automations rule of the team kind, on by default (with Automations).
Expenses
- Every expense captured by the one receipt capture, the same in Ledger, Today and Velocity, and from the Vida circle (with Ledger).
- Mileage claims by distance, in kilometers or miles, at each category’s rate in its own currency.
- Per-diem rates, a receipt required above an amount in each currency, and categories, each a setting.
- Expenses filed as they arrive, weekly or as a report, by the business’s submission setting.
- Expense reports: whose, which week, where each stands and what it comes to, one total per currency.
- Each expense reimbursed to the person, billed to a client project or kept as a cost.
- Reimbursements as a line on Workforce’s pay report, or a payable to the person through Ledger (with Workforce and Ledger).
Requests
- Travel requests asked before the trip, with the days away, the destination and the estimate in its own currency.
- Travel above the business’s amount is held until a travel request is approved.
- The trip’s expenses set against the request, and what was spent read from them.
- A purchase asked as a draft purchase order, on the purchase order’s own approval (with Ledger).
Review
- One review desk for every decision about work and spend, the same items as the Approvals panel in the person’s menu.
- The person-week, expense reports, expenses as they arrive, travel requests, pre-bill write-downs and contractor statements.
- Each decision shown with its context beside it: the week’s hours, the report’s lines, the invoice or statement it touches.
- Approvers by person, money group or role, their order and levels, thresholds per currency, delegation, timeout and escalation.
- Contractor statements signed off, then posted as the statement’s own payable (with Ledger).
Projects
- Client work or internal work: internal work takes time, expenses, bills and work orders as cost and is never billed.
- Projects as a list and by status, owner, type and client, the same workspace in every app that shows projects.
- A project opened by hand, from a contract, a Talent tour, a won deal, a request won through World, Local or Calisto Agency, or for a record (with Deals and Talent).
- A project for a record: a development’s build, a location’s fit-out, an event’s production; the record lists its projects.
- Status planned, in progress, on hold, completed or cancelled, and closed, which takes no new time, costs or invoices until reopened.
- The project page: Overview, Timeline, Milestones, Tasks, Key Dates and Conditions, Parties, Documents, Updates, Change Orders, Budget, Time and Costs, Billing, Site Controls and Details, each shown when it holds something.
- The same project page in Ledger, Trades, Legal, Talent, Creators, Listings, Events and Stays, in each app’s words.
- Projects inside projects: a building with a project per unit, a season with each wedding, each with its own client and schedule.
- Margin and Margin % against the project’s price, and Profit on what was invoiced, in the project’s own currency; unknown when an hour has no pay rate.
- A project’s files from Depot on its card (with Depot).
Schedule and Milestones
- Timeline: the Gantt of the project’s tasks and milestones, with links, a today line and Day, Week or Month.
- A bar dragged, resized or moved by arrow keys; a move with dependents lists each one’s old and new date for Move All or Just This One.
- On a phone, the Timeline is a list by date, grouped by week.
- Milestones with a target day, the day reached, progress, a status, who is responsible and the milestone each waits on.
- Mark Complete: the payments waiting on a milestone fall due with it.
- A milestone the client approves waits on them; sent back, it is open work again with their reason.
- What If It Slips: the milestones and payments a delay would move, across projects, moving nothing.
- The payment schedule of a contract’s project: a payment tied to a day or a milestone, Split the Balance and Apply a Milestone Plan.
Clients
- Updates for the client: posted with the milestone reached and progress photos, shared or kept back (with Navigator).
- Draft With Calisto writes an update from what the project recorded since the last one, never a price or a name, and saves nothing.
- Tasks shared with the client, on their portal’s board by status and the project calendar (with Navigator).
- Required documents asked of a party, sent, accepted or sent back with a reason, every step dated.
- The client’s approvals and sendings-back emailed by Automations rules (with Automations).
Contracts
- A contract’s steps, conditions, documents, signatures and money lines worked on its project.
- My Steps, Deadlines, At Risk, Documents In, Third-Party Coordinators and Deposits, across every contract, each row opening its project.
- One party list per project: organization, in-house person and whom each represents.
- Deposits held by a party of the project, with their guarantee or insurance, cover and expiry; At Risk flags a deposit past its cover.
- Contract steps added from the account’s steps for a kind of contract.
- Change orders: approve, reject with a reason, send for signature and execute; executing moves the contract’s value, the payment schedule, the cost line and the milestones it names (with Sign).
Site and Subcontractors
- Requests for Information, numbered per project, with an owner, a deadline and the work each blocks.
- The Daily Log: the day’s diary, and an order book of orders and site visits signed by their issuer and counter-signed, on where the country keeps one.
- Sign-offs of a scope of work, passed or failed through the Approvals panel.
- Handover of the finished work, its keys and documents.
- Subcontracts as pay agreements: a fixed fee, a cost line, a work scope, the documents required before going on site and its signature.
- Variations decided in Approvals and owed on the payee’s statement; retentions held and released on the statements, never past their cap.
- Delivery: every project’s RFIs, Daily Log, Subcontracts, Retentions, Sign-Offs and Handover on one board each.
- One budget: hours or money for the project, a task or a person, or cost lines with planned, committed, spent and the cost to complete.
Billing
- To Invoice: every item of work not yet invoiced, with its decision on its row.
- Pre-bill review: written up or down, or deferred, the original kept; a write-down above the business’s share waits in Review.
- Invoices grouped by project, with the time report attached, several projects on one invoice when they share a currency (with Ledger).
- Rates: the price engine’s adjustments by person, project or task, and Service Prices, the services an hour is sold as.
- Fee terms: a success fee on the deal’s value, a capped fee and split billing between payers.
- Retainers: an allowance of hours or of an amount per week or month, for a client, a project or a maintenance contract, with a warning share, rollover and cap, warn or bill.
- Packages: inclusions the client bought, drawn down by the tasks that deliver them or by Record Use, each use dated (with Registry).
- Deposits and the payment schedule’s instalments on a contract’s project.
- Research, from the project: a legal research service opened with the client-matter number, and its cost-recovery file imported as disbursements.
- Export files in Xero’s and QuickBooks’ import formats for books kept elsewhere; no sync.
Capacity and Reports
- Capacity: people across projects and weeks, planned against what each can work from their shifts or pattern, and anyone planned past their hours.
- Profitability, Utilization, Cost Against Output, Hire Against Freelance and Budget Burn, every cost by the one labor-cost rule Workforce’s pay report uses.
- Origination and Realization, per currency, with ethical walls applied.
- Project Margin, Overdue and At Risk, Upcoming Deadlines, Yield by Type and Change-Order Value.
- Each segment’s labor report: labor against sales, department labor, operating days, event staffing, housekeeping, maintenance, fulfillment and agent output.
- Trades’ work reports by crew, service and location, and Events’ Shows against their budgets (with Trades and Events).
- Every report per currency, totals never converted.
Home and Phone
- Home: what waits on you, hours this week and billable, open projects, projects to invoice, budgets at an alert, people planned past their hours and timers left running.
- Tabs: Home, My Week, Review and Projects; Contracts, Delivery and the rest under More.
- Shortcuts: Start Timer, Log Time, New Expense, My Week, Review and New Project.
- Home, My Week, Time, Expenses and the Daily Log open with no signal; time, a timer, an expense and a Daily Log entry made offline are sent once.
- Add to Velocity: a photo, a PDF or words shared from the phone become a receipt, a project’s file or a Daily Log entry.
- Timer Still Running carries Stop Timer and Week Not Submitted carries Submit Week.
- Waiting for a Decision and My Hours widgets on Windows, counts and hours only.
Settings and Access
- One settings page: Approvals, the week, expenses, billing, budgets and capacity, projects, contractor statements, contract steps, delivery and research.
- Every figure follows the reader’s money settings: billing under Look up payments, costs, margin and profit under See costs; a withheld figure reads Not shared with you.
- Other people’s timers listed only to someone the owner lets see colleagues.
- A freelancer works in their own account, on their own project, and invoices the client; nothing is written into the client’s account.
- A one-time import of clients, projects, rates, time, expenses and invoices at pro.calistoco.com/switch.
Honest answers
Questions about Calisto Velocity
No. Time is recorded where the work happens: on a work order in Dispatch or a Core app, on the clock in Workforce, or with the timer on Velocity’s phone Home. A receipt is captured from Ledger, Today or the Vida circle on every page. All of it comes back to Velocity to be reviewed.
It is locked, and its billable hours wait in To Invoice. Write them up or down or defer them, with the original kept beside the change, then invoice them grouped by project with the time report attached. The invoice is Ledger’s.
As your business sets it: a line on Workforce’s pay report, which your payroll provider takes, or a payable to the person through Ledger. An expense can instead be billed to a client project or kept as a cost.
The project’s own. Several projects go on one invoice only when they share a currency, every report gives one total per currency, and nothing is converted.
No. A project is client work or internal work. Internal work takes time, expenses and bills as cost and reads its budget the same way, and every billing step refuses it.
No. Ledger posts what Velocity decides, and Workforce gathers the hours for your payroll. If your books are kept elsewhere, export the files your accounting software imports.
Velocity is included with Calisto Ops, or billed for each person on a project team. Both are in the pricing section on this page, read from the live catalog.
