Indy

Client fills out a custom Indy Lead Form on the freelancer's site.

Indy automatically creates a client profile in the CRM.

Freelancer selects a template and generates a proposal.

Upon acceptance, a contract is generated with the proposal's terms.

Client signs digitally, and the first deposit invoice is sent automatically.

Set up a recurring invoice schedule within the Invoices tool.

Connect Stripe for automatic card processing.

Indy sends the invoice on the 1st of every month.

The system automatically marks the invoice as paid upon successful transaction.

A PDF receipt is automatically dispatched to the client.

Start the Indy timer widget when beginning a client task.

Assign the time log to a specific project and task ID.

At the end of the week, use the 'Add Unbilled Time' feature on an invoice.

Indy calculates the total based on the set hourly rate for that project.

Send the detailed time report to the client for transparency.

Select a professionally designed proposal template.

Insert images and custom scope-of-work blocks.

Send the proposal link to the client.

Receive a notification when the client opens the proposal.

Client clicks 'Approve' to trigger the next stage of the workflow.

Navigate to the 'Reports' section in Indy.

Filter transactions by the previous fiscal year.

Export all paid invoices and expense records to a CSV.

Provide the consolidated report to an accountant or import into tax software.

Use the dashboard to verify total annual revenue vs. projections.

Create a Task Board for a new website build.

Invite the client to the project with 'Viewer' permissions.

Move tasks through 'Wireframing' to 'Development' columns.

Client sees real-time updates without needing to email for status.

Attach completed assets directly to the 'Review' task for approval.

Log a new expense in the Indy dashboard.

Upload a photo of the receipt and categorize the expense.

Link the expense to a specific client project.

Toggle the 'Reimbursable' flag.

Automatically add the expense item to the next client invoice.