MSA + SOW templates with overrides
Master templates per workspace; per-customer overrides on terms, exclusions, and clauses. Version-controlled.
Contracts & Billing
Quote to cash, on one stack.
Master service agreements, statements of work, per-customer rate cards, time-to-invoice, and Stripe-powered billing. Quote, sign, deliver, and bill without ever leaving the platform.
Three principles that make this work.
Per-customer rate cards
Different rates per customer, per service, per role. The right rate flows automatically into time entries and invoices.
Stripe-native billing
Recurring and usage-based invoicing wired directly into Stripe. No nightly export, no CSV reconciliation.
Limitless capabilities, one product.
MSA templates
Master service agreement templates with workspace defaults and per-customer overrides.
SOW templates
Reusable statement-of-work templates with scope, deliverables, and clause overrides.
Per-customer rate cards
Different rates per customer, per service, per role. Inherited and overridden cleanly.
Time-to-invoice
Time entries flow into invoices at the right rate without manual reconciliation.
Stripe billing
Recurring subscriptions and usage charges in Stripe — set up once, runs forever.
Audit trail
Contract changes, rate-card revisions, and invoice approvals — fully logged for compliance.
In numbers
Templated
MSA + SOW
Per-customer
Rate cards + overrides
Stripe
Recurring + usage
Audited
Every revision
What pairs well.
Professional services automation, without the bloat.
Time tracking, project work, customer profitability, and reporting — wired to your tickets and billing.
See PSAThe numbers your business runs on, already joined.
Billed hours, AR aging, customer value, fleet health, and SLA performance — reported off one data model.
See AnalyticsFrom the punch clock to the payout, one ledger.
Shift clocking with location, ticket timers, group work sessions, pay rates, effort reconciliation, and payroll runs.
See Time & PayrollQuestions about Contracts & Billing.
Does this replace QuickBooks?
For invoicing and rate management, yes. For full GL/accounting, no — we sync to your accounting system.
Can I edit the MSA template?
Yes — workspace-default templates plus per-customer overrides. All revisions are version-controlled.
How does Stripe billing work?
You connect your Stripe account once; we create subscriptions and usage records on your behalf. Refunds and disputes are managed in Stripe.
Ready to try Contracts & Billing?
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