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Project management from the signed quote to the final invoice — planning, capacity, timesheets, billing, client portal and automation — with the plan each feature is on.
Treepie Loop includes 39 project management features across six areas: planning and views, scope and milestones, time and capacity, billing and margin, collaboration and clients, and automation and admin. Projects start from the signed quote in Flow, capacity reads contracts and leave from Nest, and completed milestones raise their invoices in Books, so the plan, the people and the billing always agree.
The same tasks as a timeline, a board or a list, with the dependencies that decide what can start.
Projects that start from what was sold, and milestones that know what they bill.
Timesheets and capacity that read real availability, so the plan uses the people you actually have.
Hours and milestones that turn into invoices, and margin you can see while there’s still time to act.
Everything about a task in one place, and a client view that shows only what you choose.
Rules that move work along, and controls that behave the same in every product.
Follow a project from signed quote to support handover. Each step is a Loop feature reading the row the step before it wrote.
One project, four people who need different parts of it.
Every project tool has boards. Few know what the project was sold for.
| Spreadsheets & email | Standalone project tool | Treepie Loop | |
|---|---|---|---|
| Starting a project | Proposal copied into a spreadsheet | Template, then scope retyped | Scope from quote: lines become tasks, hours and milestones |
| Capacity | A resourcing sheet someone maintains | Capacity view without leave or contracts | Leave-aware capacity read from Nest |
| Billing | “Please invoice” emails | Time exported to an invoicing tool | Milestones and approved hours raise invoices in Books |
| Margin | Worked out after the project ends | Budget vs actual, if configured | Live margin from every timesheet |
| Scope changes | Agreed in email, lost in delivery | New tasks added; the deal never hears | Change requests update tasks, the deal and the invoice schedule |