Win the work. Bill the engagement.

Yes. Per engagement, you choose: fixed-fee instalments (e.g. 30% on signing, 40% at mid-point, 30% on completion), T&M (tracked hours + expenses, invoiced monthly), or monthly retainer. The proposal sets the model, the invoicing follows automatically. You can mix models across engagements with the same client.

Honest answer: no. OneBookPlus is the commercial layer of the engagement, proposals, contracts, time, invoicing, retainer schedule, client CRM. It doesn't replace Asana/Linear/Notion for task and deliverable management, and we don't pretend to. Most consultancies keep their delivery tool and use OneBookPlus for the money side of the engagement. The pipeline view tracks engagement status (proposal, in-delivery, invoiced), not individual tasks within the work.

Bonsai/HoneyBook/Plutio are focused freelancer all-in-ones that work well for solo operators on US workflows. OneBookPlus is AU-first: GST is calculated by default, ABNs are validated against the Australian Business Register, BAS export is built in, Stripe Pay Now uses AUD without conversion fees. You also get a proper engagement pipeline (board view), recurring retainer scheduling, and a full client CRM, things the freelancer-first tools tend to keep light.

Yes. Add team members on the Growth plan ($69/month, up to 10 team members), assign engagements to specific consultants and share matter access across the team. Each team member carries their own billable rate (senior consultant vs junior on the same engagement), with the engagement rate used as a fallback when an individual rate isn't set. Time is logged per team member so you can see who's billable, who's slammed, who has capacity.

Yes. The proposal is a sharable link. The client opens it, reviews scope/milestones/price/terms, taps Accept, the system records the acceptance (with timestamp and IP, treated as electronic signature under the AU Electronic Transactions Act), opens the engagement, and notifies you. You can also enable a deposit payment at accept time so the client signs and pays in one step.

Yes. GST is calculated on every invoice and tracked per quarter. BAS-ready export is built in, hand it to your accountant or lodge directly via your existing portal. Your ABN appears on every quote and invoice. Sub-$75k turnover sole traders can toggle GST off per engagement if not registered.

OneBookPlus runs in the browser and on mobile. You can send a proposal from a hotel lobby, see who's accepted overnight, fire off invoices on the train. Daily revenue, outstanding amounts and the engagement pipeline are all on the home dashboard.

Clients import from a CSV export, every tool gives you one. Outstanding invoices we suggest leaving in the old system to collect; new invoices fire from OneBookPlus from your switchover date so there's a clean line. Active proposals can be re-sent through OneBookPlus to inherit the new branded template and Pay Now flow. Recurring retainer schedules need re-creating (one-time, ~10 minutes per client) but you keep the existing payment authorisation, Stripe lets you migrate the customer record without forcing a re-card. Solo consultants typically operational within 2 to 3 days; small consultancies 1 to 2 weeks of overlap.