Is this a physical product?
No. This is a digital product, delivered as an instant download right after your purchase.
FAQ
Setup, delivery, and compatibility questions.
Quick answers about digital delivery, setup, compatibility, subscriptions, and which edition is right for your workflow.
Does the spreadsheet use macros?
No. The spreadsheet is built with native formulas and is documented as having no VBA, no macros, and no Apps Script.
What is the difference between the HTML software and Excel sheet?
Both include the same complete system. The HTML software is a standalone browser-based interface; the Excel sheet gives you every view and workflow as an editable workbook for Excel and Google Sheets.
Does the HTML software require a subscription?
No. It is a standalone HTML file you own. Open it in any browser, and your data stays on your own device.
How long does setup take?
The source setup guide positions the workflow as reviewing tabs, customizing settings, adding clients, linking projects, running onboarding, logging invoices, and opening the dashboard daily.
How do I get the product after I buy?
It is an instant digital download. As soon as your purchase is complete you receive your file and can start using it.
Still deciding?
Both editions include the full system. The bundle gives you both formats.
Choose the app-style HTML software, the Excel and Google Sheets workbook, or the complete bundle if you want both.