Waxwing help

Key Concepts

Affairs

An Affair is often the same thing as your customer. However, you can have multiple affairs with a customer.

Affairs store general information about your contract with the customer, such as billing information, your hourly rate, or any other information you might want to include in a framework agreement.

You can also access Projects assigned to any particular Affair via the Affair page.

Projects

A Project is a billable piece of work. It can mean working for a month and billing by the hour, or delivering a fixed amount work. In general, you'll create a Project for each bill you'll send out to a customer.

To-dos and to-do lists

To-dos are list of work that needs to be done. They live inside a Project. To-dos are arranged into lists. When you create a Project, one to-do list will automatically be created for you.

Stints

Stints are time tracking items. If you work on Project that is billed by the hour, you'll write down your work hours using this feature.

Home screen

The overview screen is your default views after logging in. At a glance, you'll see several key items of your business, such as revenue stats, open to-dos, and project allocation for the next three months.

Schedule

The schedule page shows a calendar for the entire year. It can be used to have a wider look at time allocation than the three months that the overview page shows.

Profile

The Profile page is the place where you can update your informatio and payment settings, and cancel your account.