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Documentation

Learn how to use Flowlancer to manage your freelancing business effectively.

Dashboard Overview

Your central hub for managing your freelance business

What you'll see on your Dashboard

📊 Statistics Overview

  • Total Earnings: Calculated from all invoices marked as “paid”
  • Hours Tracked: Sum of all time tracked across your projects
  • Active Projects: Projects with status “planning” or “in-progress”
  • Completed Projects: Projects marked as “completed”

📋 Recent Projects

Shows your 5 most recent projects with progress indicators and quick access links

💡 Pro Tips

Randomly rotated tips to help you improve your freelancing business

Profile Management

Build your professional presence and optimize your rates

Professional Profile Setup

Basic Info: Name, role, location, bio

Skills: Add relevant skills to showcase expertise

Experience: List your professional experience

Avatar: Upload a professional profile photo

Social Links: Connect GitHub, LinkedIn, website, etc.

AI-Powered Rate Optimization

AI Rate Suggestion: Get intelligent hourly rate recommendations based on your skills, experience, and market data

Manual Override: Set your own rate if you prefer

Rate History: Track your rate changes over time

Why AI Helps: Ensures you're charging competitively and not undervaluing your work

Public Profile & Client Feedback

Public Profile: Toggle to make your profile publicly accessible via a unique URL

Client Feedback Display: Showcase testimonials from satisfied clients

How to Get Feedback: Clients can leave feedback when projects are completed through the client portal

Professional Showcase: Use your public profile to attract new clients

Building an Excellent Public Profile

Complete All Sections: Fill out bio, skills, experience, and social links

Professional Photo: Use a high-quality, professional headshot

Compelling Bio: Write a clear, concise description of your expertise

Showcase Skills: Add relevant skills that clients are looking for

Collect Feedback: Encourage satisfied clients to leave testimonials

Projects Management

Complete project lifecycle from creation to completion

Creating and Managing Projects

🎯 Project Creation

  • Project Name: Clear, descriptive title
  • Description: Detailed project overview
  • Pricing Type: Hourly or Fixed price
  • Rate/Price: Your hourly rate or fixed project price
  • Deadline: Optional project deadline

📋 Project Status

  • Planning: Initial project setup phase
  • In Progress: Actively working on tasks
  • Completed: Project finished and ready for invoicing

Individual Project Page Features

📝 Task Management

  • Kanban Board: Backlog → In Progress → Done
  • Drag & Drop: Move tasks between columns
  • Task Details: Add descriptions and time estimates
  • AI Task Generation: Let AI suggest tasks based on project description

⏱️ Time Tracking

  • Timer per Task: Start/stop timer for individual tasks
  • Visual REC Indicator: See when timer is running
  • Automatic Calculations: Track total project time
  • Earnings Display: Real-time earnings based on hourly rate

💰 Project Invoicing

  • Generate Invoice: Create invoice from tracked time
  • Automatic Calculations: Hours × rate = total
  • Professional Format: Business-ready invoice template
  • Client Information: Includes client and business details

📄 Generate Proposal

  • AI-Powered: Generate professional project proposals
  • Customizable: Choose tone (professional, friendly, technical)
  • Complete Details: Include timeline, pricing, and scope
  • Client-Ready: Professional format ready to send

Client Portal Integration

🔗 How Client Portal Works

For You (Freelancer):
  • Generate Link: Create secure portal link for each project
  • Share with Client: Send link via email or messaging
  • Real-time Updates: Client sees live project progress
  • Professional Image: Showcase organized, transparent work
For Your Client:
  • Project Overview: See project details and timeline
  • Task Progress: View all tasks and their status
  • Time & Earnings: See hours worked and current earnings
  • Comment on Tasks: Leave feedback on individual tasks
  • Project Feedback: Rate and review completed projects

Professional Invoicing

Get paid faster with automated, professional invoicing

Invoice Management

📊 Invoices Page Overview

  • Grouped by Project: Invoices organized by project
  • Status Tracking: Pending, Paid, Overdue, Cancelled
  • Quick Actions: View details, mark as paid, export PDF
  • Professional Layout: Clean, business-ready presentation

💳 Invoice Status & Earnings

  • Total Earnings Calculation: Only invoices marked as “Paid” count toward earnings
  • Status Updates: Mark invoices as paid when client pays
  • Dashboard Sync: Earnings automatically update on dashboard
  • Payment Tracking: Clear visibility of payment status

Individual Invoice Features

📋 Invoice Details

  • Business Information: Your business details and branding
  • Client Information: Client name, email, and address
  • Task Breakdown: Detailed list of completed tasks
  • Time & Rate: Hours worked and hourly rate for each task
  • Professional Format: Clean, printable invoice layout

⚡ Invoice Actions

  • Mark as Paid: Update status when payment received
  • Export PDF: Generate PDF for printing or emailing
  • Status Management: Change between Pending, Paid, Cancelled
  • Print Ready: Optimized for professional printing

Community & Settings

Connect with other freelancers and configure your workspace

💬 Community Feed

Share Updates: Post about your projects, wins, and challenges

Get Inspired: See what other freelancers are working on

Ask Questions: Get help and advice from the community

Share Resources: Tips, tools, and resources for freelancers

Network: Connect with other professionals in your field

⚙️ Settings & Preferences

Account Settings: Update your account information

Notification Preferences: Choose what notifications you receive

Privacy Settings: Control your profile visibility

Integration Settings: Connect third-party tools

Billing Preferences: Manage your subscription and payments

Getting Help

Need assistance or have questions?

Need Support?

Have questions or need help getting started? We're here to help!

Contact Support →

Feature Requests

Have an idea for a new feature? We'd love to hear from you!

Share Feedback →

Ready to get started?

Go to your dashboard to start managing your freelance business.

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