Productive

Open hours and expenses help you start allocating resources and tracking time before finalizing the services you are offering.

Open Hours and Expenses

Control time tracking and expense logging by assigning specific people or service types for more accurate project management.

Restricting Time Tracking and Expense Logging in Productive

Setting Up a Lump Sum Budget

Apply fixed-amount discounts to your budgets and services to ensure accurate reporting and clear communication with your clients.

Best Practices for Applying Fixed-Amount Discounts

Add budget or deal-specific cost rates without changing your default cost rates.

Custom Cost Rates on Budgets and Deals

Learn how to create and apply custom fields for services in budgets, deals, and rate cards.

Adding Custom Fields for Services

Budget Customization

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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