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Timelines, timesheets and capacity built from the signed quote — so the scope matches the deal, the plan matches the people, and milestones bill themselves.
Treepie Loop is project management software for teams that deliver paid work. A won deal opens the project with its quote lines already turned into scope, hours and milestones. Timesheets, capacity and leave come from the same record, so the plan reflects who is actually available, and each completed milestone raises its invoice in Books.
Each line on the signed quote turns into tasks, budgeted hours and a billing milestone.
Booked work from Loop, contracts and approved leave from Nest, in one grid.
Drag the hours logged on Halstead. Margin is sold value minus cost at the rate card, live.
Timeline, board and list views of the same tasks, with dependencies and sprints for teams that work in them.
Timeline viewBoardsDependenciesSprintsPortfolio viewSaved viewsTimesheets and capacity that read contracts and leave from Nest.
TimesheetsCapacity planningUtilisationProjects that start from the sold quote lines, with milestones that bill in Books.
Scope from quoteMilestonesChange requestsMilestones and updates shared with the client, with internal notes kept internal.
Client portalStatus updatesFile sharingRepeatable projects and rules that move work along without anyone chasing it.
Project templatesRecurring tasksRulesMargin, burn and delivery reports that read live hours against the sold value.
Project marginBurn-downDashboardsMost project tools start with a blank board. Loop starts with the deal.
| Spreadsheets & email | Standalone project tool | Treepie Loop | |
|---|---|---|---|
| Starting a project | Someone copies the proposal into a sheet | Blank project; scope retyped from the quote | Opens from the won deal with scope, hours and milestones |
| Capacity | Guesswork and a resourcing spreadsheet | Capacity view, but leave lives somewhere else | Reads contracts and approved leave from Nest |
| Time tracking | Timesheets chased on Friday afternoon | Timesheets kept apart from billing | Hours count against the sold budget as they’re logged |
| Billing | “Please invoice” emails to finance | Hours exported to the invoicing tool | Completed milestones raise the invoice in Books |
| Margin | Known after the project ends | Budget vs actual, if someone sets it up | Live margin on every project from real hours |
The same project, seen from four seats.
“Won deals used to sit in a Slack thread until someone built the project. Now the project exists before the kickoff call is booked.”
Clients viewing progress in the portal are free. Migration from your current project tool is included on every plan.