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Contracts
The agreement itself: value, term, renewal date, and retainer periods. The value you signed at stays put, so you can see how far the work drifted from it.
What can you do with billing & contracts?
One contract, more than one way to bill
Split an agreement into pieces and give each piece its own rate. Discovery at a flat price, the build by the hour, launch on a milestone, all on the same contract.
Invoices that fill themselves in
Lines come from approved hours, milestones, fixed fees, and receipts. Nothing is copied out of a spreadsheet, so every line points back at the work behind it.
Retainers you can actually see
Balance and burn for each period, counted from real approved time. Show the client the same number if you want them to have it.
A chase list that keeps itself
Who owes what, and how late, sits on the client record next to their projects. Reminders go out on a schedule you set.
Contracts
Can one contract bill more than one way?
Yes, and this is the part most tools get wrong. A contract splits into deliverables, and each deliverable carries its own way of billing: a flat fee, an hourly rate, a milestone, or a retainer. So one agreement can charge a fixed price for discovery and bill the build by the hour, and every invoice knows which piece of the contract it draws down.
Each piece bills its own way
Flat fee, hourly, milestone, or retainer, side by side.
The signed value stays put
You can see how far the work drifted from what you agreed.
Signed, versioned, and dated
E-signature, every version kept, and a nudge 60, 30, and 7 days before it expires.
Invoices
Where do the invoice lines come from?
From approved hours, milestones, fixed fees, and approved receipts, each one pointed at the piece of the contract it belongs to. Nothing is re-typed from a spreadsheet. Draft it, send it for review, then send it out, in the currency that client is billed in. When someone asks where a number came from, the line already says.
Across the workspace
From closed deal to paid invoice.
A won deal converts into a draft contract and its deliverables in one move, and the value it was sold at is frozen at that moment. Every deliverable carries its own billing type, which is what lets one agreement mix fixed fee and time and materials. Invoices point at the deliverable they came from, so recognized, invoiced, and collected stay three separate numbers instead of one hopeful one.
What this removes
The export and reconcile step between your CRM, your timesheets, and your accounting. Margin is computed from the same rows the work was done on.
Retainers
How much of the retainer is left?
Each period runs from the contract date and counts down from real approved time, not from what somebody remembers. You see the balance, what has burned, and anything over, and you can show the client the same view in their portal. The month a retainer stops covering the work is the month you find out.
Getting paid
Who owes you money right now?
Balances and how late each invoice is sit on the client record, next to their projects and their contract, so the awkward call happens with the whole relationship in view. Invoices carry a payment link, reminders go out on a schedule you set, and a payment marks the hours, line items, and milestones it covered as paid. The chase list orders itself by age instead of being rebuilt every Friday.
Inside billing & contracts.
Deliverables
A named piece of a contract with its own team and its own way of billing. This is what lets one agreement charge a flat fee for part of the job and an hourly rate for the rest, and it is what a project budget draws its funding from.
Billing schedules
What you plan to bill, laid out ahead of time, so what you expected and what you actually invoiced can be put side by side.
What billing & contracts connects to.
One workspace, so the records here are the records everything else reads.
Modules with their own pages
ContractsProInvoicesBusinessExpensesCoreAlso uses Timesheets, Deals, Clients
Switching from another tool?
- Asana
- Trello
- Jira
- ClickUp
- Notion
- Confluence
- Airtable
- Linear
- HubSpot
- Salesforce
- Zoho
- Zendesk
- Toggl
- Clockify
- Google Sheets
- Excel
- Monday.com
- Harvest
If it exports a CSV or a document, it moves. See how to migrate
Questions people actually ask.
Don't see your question? Contact us
Can one contract mix fixed fee and hourly work?
Yes. A contract splits into deliverables, and each one bills its own way: flat fee, hourly, milestone, or retainer. A single agreement can carry all four at once.
Does an invoice need approval before it goes out?
It can. Invoices move from draft to review to sent, with permissions and approval chains for the people who sign off on what leaves the building.
Can we invoice in more than one currency?
Yes. Invoices carry multiple currencies, so a client in another market is billed in the one they expect, and expenses can sit in a different currency from the budget.
Does Scrambl connect to QuickBooks or Xero?
Both are in development, along with FreshBooks. Nothing is marked available in the integrations directory before it has actually shipped.
What happens when a contract is about to end?
You get nudged 60, 30, and 7 days before it expires. Every version is kept, and the signed copy stays pinned to the record.
Can clients see their own retainer balance?
Yes, if you choose to show it. The balance and the burn for the period appear in that client’s portal, counted from the same approved time your invoices use.
How does a receipt end up on an invoice?
Photograph it, and the merchant and total are read off the image. It routes for approval by your policy, lands on the right project, and can flow straight onto the client invoice.
Ready to crack the chaos?
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