What's live and what's coming

• Full project lifecycle — opportunity through to closed
• Client portal with magic link access (no account required)
• Deliverable library — save and reuse your standard services
• Deliverable-based and time & materials pricing models
• Quote engine with versioning, VAT support, and expiry dates
• EFT payment flow — banking details, order references, SnapScan & PayShap
• Progress tracking with forecast completion dates
• Client review and sign-off flow with change request handling
• Final invoice generation and payment confirmation
• Activity timeline — every project event logged automatically

• Portfolio overview — all projects, statuses, and pipeline value
• Revenue summary — quotes accepted, payments confirmed, invoices outstanding
• Client activity — last interaction, outstanding actions, quiet clients
• CSV export on every report

• Client invitation, quote delivery, payment confirmation, progress updates
• Review request, change request, invoice delivery, payment receipt
• Quote expiry notifications
• Inbound lead alerts from the Directory

• Public profile page at zolvd.app/p/[your-slug]
• Inbound lead form — auto-creates an opportunity in your pipeline
• Browsable directory at zolvd.app/directory — filter by service and location
• Fully opt-in — private by default

• Full feature parity with the web app
• Dashboard, projects, clients, quotes, invoices, and activity
• Push notifications — tap to open the relevant project
• Available on Google Play

Time-driven email nudges so nothing falls through the cracks — without you having to remember to chase.

• Quote unviewed after 3 days — remind your client automatically
• Scope not submitted after X days — nudge the client to complete their brief
• Deposit not received after X days — prompt to follow up
• Project stalled with no activity — prompt to update your client
• Quote expiring in 3 days — alert you to re-issue if needed

Save a full project setup — deliverables, pricing model, and upfront percentage — and apply it to any new project in one click.

• Save any project configuration as a named template
• Apply a template when creating a new project
• Templates include all deliverables, pricing model, and payment split
• Edit templates anytime from your library

When a project closes, invite your client to leave a short testimonial. It appears on your public Directory profile automatically.

• Post-close review request email sent to client automatically
• Client leaves a short testimonial via their portal
• Reviews appear on your public profile at zolvd.app/p/[your-slug]
• Closes the loop between delivery and winning the next client

Break deliverables into tasks, and attach risks, assumptions, issues, and dependencies — so nothing is left undocumented.

• Tasks as a work breakdown under each deliverable
• Risk, Assumption, Issue, and Dependency entries per task or project
• Project log tab — full view of all tasks and entries across the project
• Internal by default — not visible to clients unless you choose to share

Log time directly against T&M deliverables. No more manual hour counting — tracked time updates your quantities automatically.

• Built-in timer on T&M deliverables
• Daily timesheet view per project
• Tracked time feeds directly into deliverable quantities
• Available on web and mobile

Multi-stage billing for longer projects — deposit, midpoint, and completion — instead of just upfront and final.

• Define payment milestones per project
• Each milestone generates its own payment instruction for the client
• Milestone confirmations tracked separately on the activity timeline