The Client Project Planner is for the income side of a job: you are quoting, scoping, or tracking paid work for a client. Choose fixed fee, hourly estimate, time-and-materials, or retainer pricing, then see the client revenue, delivery costs, collection schedule, and projected profit in one plan.
It is intentionally lighter than proposal or contract software. Use it to pressure-test the numbers before you send a quote: labor, subcontractors, materials, travel, tools, admin, tax buffer, and contingency. Then edit the line items, dates, and payment milestones as the job firms up.
What you can do
- Fixed fee, hourly estimate, time-and-materials, and retainer starting points
- Client deposit, milestone, monthly, and final collection schedules
- Income and delivery costs separated so projected profit is visible
- Quote-ready defaults for labor, subcontractors, materials, travel, tools, and contingency
- Editable timeline, task ownership, saved scenarios, CSV export, and PDF export
Frequently asked questions
Is this for earning income or paying someone?
It is for earning income from a client project. If you are hiring a contractor for your own home or event, use the renovation, outdoor, moving, or general project planner instead.
Can I choose hourly or fixed-fee pricing?
Yes. Setup includes fixed fee, hourly estimate, time-and-materials, and recurring retainer options. The planner changes the default revenue line and collection schedule to match the pricing model.
How does the payment schedule work?
Setup asks how you collect: deposit and final balance, milestone payments, monthly retainer, or time-and-materials billing. The plan starts with that schedule, and you can edit stage labels, dates, and collected amounts afterward.
Does it create contracts or invoices?
Not in this first version. It prepares the numbers, scope lines, dates, and collection milestones you need before a quote. Use your contract, invoice, accounting, or e-signature system for legal documents and billing.
Is this better than dedicated quoting software?
Dedicated tools are better when you need CRM, proposal templates, approvals, e-signature, invoicing, and payment processing. This planner is for earlier project math: what to charge, what it costs to deliver, when cash comes in, and whether the job is worth taking.
Ready to plan?
The Client Project Planner runs entirely in your browser. Free, no sign-up required to use it.
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