Use projects for work, hours and invoicing
A project groups work for a client. Use it to keep hours, costs, status and billing agreements together.
How it works
From request to completed work.
- 1 Create a project from the right client. This keeps hours, costs and invoices tied to the same relationship.
- 2 Give the project a recognizable name, for example "Bathroom renovation" or "April maintenance".
- 3 Choose the billing type: hourly or fixed price. This determines how you calculate and check later.
- 4 Check the hourly rate or fixed price. UurKlus can use the client default hourly rate as a starting point.
- 5 Keep status up to date, such as planned, in progress, completed or cancelled. This keeps your project list clear.
- 6 Link hours and expenses to the project if you want to check margin, costing or invoicing later.
Important fields
These fields determine how your project is read later.
The client determines where invoices and overviews are linked. Choose this correctly from the start.
Use status to filter work: draft, planned, in progress, completed or cancelled.
Choose hourly when you invoice actual hours. Choose fixed price when the amount was agreed in advance.
The rate is excluding VAT. Check different agreements per client or project.
Record the agreed amount excluding VAT and describe what is and is not included.
Use this for scope, agreements or internal notes that help later when invoicing.
Hourly or fixed price
The choice affects how you check margin and invoices.
Use this when you record hours and invoice based on them. Make sure hours are assigned to the right project.
Use this when the client pays an agreed amount. Still record hours for costing and margin insight.
If the agreement changes, update the project before invoicing so amount and explanation match.