Stewardship & Gratitude
These are people who trusted you. Tend the relationships, not just the projects.
Client Directory
| Client | Type | Billing | Rate | Status | Health | Last Contact |
|---|
Pipeline
Referral Network
These relationships are the engine of your business. Honor them.
Contacts & Outreach
Referral Sources Summary
All
Draft
Sent
Overdue
Paid
⚙ Template
| Invoice # | Client | Date | Due | Amount | Status |
|---|
Expense Log
| Date | Description | Category | Client | Added By | Amount | |
|---|---|---|---|---|---|---|
| No expenses yet. | ||||||
Financial Summary
Income by client, expenses by category. Ready for your CPA.
Revenue by Client
Active Initiatives
—
in progress
90-Day Phase
—
marketing milestones
Content Ideas
—
LinkedIn posts ready
Client Rate Tiers
Billing tiers assigned per client. Used as the fallback rate when no task-type override applies.
Add Tier
Task Types & Auto-Rates
When you add a line item to an invoice, selecting a task type auto-fills the rate and description.
Rate priority: client override → task type default → client tier.
Client-specific overrides: To set a different rate for a specific client on a specific task type, edit the client record and look for "Rate Overrides" (coming in next update).
Timesheet
All logged time across clients
Total Hours
—
this view
Billable Hours
—
can be invoiced
Unbilled Hours
—
not yet on an invoice
Billable Value
—
at client rates
| Date | Client | Task Type | Description | Hours | Rate | Billable | Status |
|---|
Integrations
Connect external tools to bring everything into the hub.
Microsoft OneNote
Not connected
Connect your Microsoft account to link OneNote pages to client records. View note content inline without leaving the hub.
Sign in to get started.
What this enables: On any client detail page, a new "OneNote Pages" section lets you browse your notebooks and link specific pages. Linked pages show a live preview inside the hub and a one-tap button to open them in OneNote for editing.
Firebase Storage
Checking
Client attachments, receipts, screenshots, and project files are stored in your Firebase bucket.
Next console step: make sure Cloud Storage is enabled in Firebase for focuspros-hub and the bucket rules allow authenticated uploads for your team.
More integrations coming
Planned
Stripe (payment links on invoices) · QuickBooks export · Google Calendar · Calendly
Your Company Info
Logo
Paste a direct link to your logo image. Host it on Google Drive, Dropbox, or any public URL. Max display height: 60px.
Invoice Defaults
Accent Color
Used for table headers and section labels. Matches your PDF invoice style.
Live Preview
Records & Audit
Every invoice, quote, SoW, and expense — searchable, filterable, exportable. Your year-end source of truth.
Filter Records
All Records
| Type | Number / ID | Client | Description | Date | Amount | Status |
|---|---|---|---|---|---|---|
| Use the filters above and click Search. | ||||||
All
Draft
Sent to Client
Ordered
Invoiced
Closed
Hardware & Software Quotes
Pass-through only — no margin
| Quote # | Client | Description | Quote Total | Ordered | Invoice # | Status |
|---|
Team & Access
Control who can access FocusPros Hub and what they can do.
Add Team Member
Creates a Firebase login for the new user. Send them their email and temporary password separately.
Current Team
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Role Guide
| Role | Clients & Projects | Invoices & Tax | Manage Users |
|---|---|---|---|
| Owner | ✓ Full | ✓ Full | ✓ Yes |
| Admin | ✓ Full | ✓ Full | — |
| Employee | ✓ Edit | View only | — |
| Viewer | Read only | — | — |
← Back to Clients
Projects & Engagements
Proposals & Agreements
Session Notes
Time Log
Activities & Follow-Ups
Calls, emails, visits, gifts, and planned relationship touches.
Invoices
OneNote Pages
Connect your Microsoft account to link OneNote pages.
Links & Documents
Paste ClickUp tasks, Drive files — anything with a URL.
Files & Attachments
Referral Info