Admin
Sign in
Contracts, customers and approvals.
Local preview: Netlify Identity runs only on the deployed site.
Admin
Contracts, customers and approvals.
Local preview: Netlify Identity runs only on the deployed site.
Keep these safe
If you lose your phone, one of these codes lets you in instead. Each works once. They are shown only now: print them or save them in your password manager, not on this computer's desktop.
Invoiced, payable and profit
Showing only
Click a month to see the timesheets behind it.
| Month | Invoiced | To pay | Profit | Margin | Timesheets |
|---|
| Customer | Share | Invoiced | Profit | Margin |
|---|
| Contractor | Share | To pay | Profit | Time |
|---|
| Contract | Share | PO | Time | Invoiced | To pay | Profit | Margin | Timesheets |
|---|
Who can sign in
| User | Type | Status | Last active | Actions |
|---|
Contractors are added on the Contractors page and invited here. A contractor only ever sees their own timesheet.
…
Every admin signs in with their password and a code from an authenticator app. A browser is remembered for 30 days. Contractors and customers are not asked for a code.
Emails the app sends
Emails are sent from … through Microsoft 365. Invitations and password resets are sent by Netlify's sign-in service.
The test goes to you and to the copy addresses below, and shows Microsoft's error if sending fails.
Who changed what
| When | Who | Action | Subject | Details |
|---|
Nothing recorded yet.
The latest 200 admin actions. Entries can't be edited or deleted.
Try things out safely
While it is on, every customer and contractor you create is marked TEST, together with their contracts and timesheets. Test data is left out of the reports, is only ever invoiced as a draft, and can be deleted in one go.
…
Emails during a test are real: invitations, approval links and notifications are sent to the addresses you enter. Deleting removes the test customers, contractors, contracts, timesheets, expenses, receipts, PDFs, uploaded invoices, their sign-ins and the activity log entries written in test mode. Real data is never touched. Invoices created in InvoiceXpress stay there and are listed for you to delete.
Connected systems
A copy of everything
One zip file with the whole database (every table, as restore files and as spreadsheets) and every stored file: receipts, approval PDFs and contractor invoices. Keep it somewhere safe: it contains rates, bank details and invoices.
Documents of the approved months
| Name | Type | Customer | Contractor | Month | Actions |
|---|
No files here.
Tick files, or the box at the top to take everything shown, then Download selected: one file downloads as it is, several come as one zip file with a folder per type and month. Your ticks are kept while you move between folders. Customer invoices are fetched from InvoiceXpress and appear once the invoice has a number.
Status overview
Showing only the timesheets of contract
| Month | Customer · contractor | Status | Time | Totals customer and contractor | Expenses | Approval | Actions |
|---|
No timesheets match.
Contract setup
Showing only the contracts of
| Status | Project | Customer | Contractor | Approver | Customer rate | Contractor rate | Period | Expenses | Actions |
|---|
No contracts yet. Set up the customer and contractor first, then use “New contract”.