Can-Do! Network Agency Software

Freelance Software to run your Agency!

Everything you need to know to use your Can-Do! Network Agency software, known simply as "Freelance"

~~ More Power, More Projects, More Profit ~~

Get your Agency up and running quickly with the software you need.

Freelance Software is what we use to run our agency. We use it every single day and it has helped us to grow.
In fact, this is the fourth version of our software, because each time we hit a growth block it was often due to our software not allowing us to quickly adjust and respond to client needs. So when we hit a bottleneck, we rewrote the software, and kept growing. You can use it now to grow your agency.

This software, combined with the Can-Do! Coaching Network sessions will provide you with the support network you need to grow your business.
You are not alone!

We are here to help you.

~William Miller
Coach and Founder
Can-Do! Coaching Network
Minneapolis, MN

Jump to a section

Overview

HighPower Freelance software uses a simple hierarchy tree to manage everything:

Clients

have Proposals,

which become Projects,

which have Tasks,

which have Worklogs,

which lead to Invoices,

which becomes Income for you.

Overview of the Freelance Software

Clients

The Clients layout will show you everything you need to know about your clients.

It tracks all the usual contact data, and so much more:

Client Status
Company Contacts, with Role, Email, Phone
Finances
Business Notes
Marketing
Customer Bio
Contract details
Account Log
Communications Log
Fees being charged
Hosting details
Invoices
Licenses
Login information for all accounts
Meeting records
Notes
Payments made
Projects list
Proposals list
Tasks list
Worklog history

The special blue focus areas shows all paid Services which you are providing for the Client.

Video review of the Freelance Software "Clients" screen:

Proposals

The Proposal section is where you build great proposals to win new Projects.

It helps you to consider all factors involved in building out a proposal with the correct hours estimated, as well as setup details, and contract considerations. You can print a proposal directly from the screen into a PDF to send to your prospective client.

When you win the bid, with a one-click button, you can transfer the proposal, and all of its line items and estimated hours into a brand-new shiny Project which you can start working on immediately.

FEATURES:

Proposal Goal
Proposal Scope & Notes
Proposal ROI proposition
Proposal Elements (Title, High and Low Estimated Hours)
Files to be included
Tags for quick location later
Financial Details (Est. Hrs., Rate, Likelihood of win, Likely Value, Est. Value)
Labor Details (Estimate Range of Hours, Actual Hours, Actual Cost)
Timeline Details (Start Date, Submission Date, Completion Date, Time Needed to Complete)
Status of Proposal (Not Started, Estimating, Ready, Submitted, Approved )
Private Notes

Video review of Freelance Software "Proposals" screen:

The Backlog

The Backlog is the place where you store all the Tasks which need to be completed for your Clients.

It shows every single Task assigned. You can group, sort, and filter, by Client, Project, Task.

You can filter by Task Status such as Not Started, Working, Testing, Waiting, Completed, Persistent.

FEATURES:

Automatic Time Tracker
Assign multiple staff to a Backlog Task
View current Actual Hours vs. Estimate Hours, updated in real-time
Adjust the Status between: Not Started, Working, Testing, On Hold, Wishlist, Cancelled, Completed, Persistent
Due Date
Task#
Description of work completed
Client, Project, Task names
Jump to any layout to view in greater detail

Video review of Freelance Software "Backlog" screen:

The Worklog

The Worklog is a complete list of all the work done by you, or your staff. It shows all comments about the Task. It shows the hours Estimated and Actual. It shows the current Status of the Task, whether it is still in progress, or Working, or Completed, or several other choices.

You can use the Worklog to estimate income earned by searching a specific date range.

You can view total hours accomplished by each staff person by searching for their name.

FEATURES:

Sort:
by Date, Company, Project, Task, Description, Total Time, Rate, Staff, Upwork Status
One-Click Finds by Date:
Today, Yesterday, Last 7 Days, Last 30 Days, Last 90 Days, Last 365 Days
Detailed Search options:

by Client, Project, Task, Staff, Date Range

Action Buttons:
Find Uninvoiced Worklogs
Create Invoices
Find Uncharged Work
Income Report
Many more.

Video review of the Freelance software "Worklog: screen:

Invoicing

The Invoicing section shows you every invoice for every Client.
You can view and print and store them.

You can also automatically update Invoices with the most recent Worklogs.

Just click the "Create Invoices" button, and HighPower Freelance will find all unprocessed Worklogs, and transfer them into the correct Invoice for each Client.

It will also track total hours for each Task, Project, and Client, so you always have an exact number of hours completed and billed for each Client.

FEATURES:

Display line items with Date, Item, Qty, Hours, Rate, Amount
Includes status checkboxes for Charged, Pro Bono, Upwork status
Mark as Tax Exempt
Additional fees for Discounts or Upcharges, based on Percentage or Dollars
Adjustable Tax Rate field
Apply the Invoice to calculate total payments owed by Clients
Custom Message for each Invoice
Private Message for your team about each Invoice
Invoice Dashboard to show all outstanding invoices owed by Client

Page updated

Report abuse