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FlowLance User Guide

Welcome to FlowLance — the all-in-one platform for freelancers to manage clients, invoices, cashflow, proposals, time tracking, opportunities, and contracts.

Table of Contents

Getting Started

Core Features

  • Dashboard — Your business at a glance
  • Clients — Managing your client relationships
  • Projects — Tracking project work and profitability
  • Invoices — Creating, sending, and tracking invoices
  • Proposals — AI-powered proposal generation and tracking
  • Time Tracking — Logging time, templates, timers, and goals
  • Cashflow — Forecasting, bank sync, tax estimates, and insights
  • Opportunities — Discovering and scoring new work
  • Contracts — Templates, dual-party signing, and amendments

Configuration

  • Profile — Building your professional profile for AI-powered proposals
  • Settings — Business details, tax, banking, invoices, and preferences

Help

  • FAQ — Frequently asked questions

Quick Start

  1. Sign up at flowlance.io — 28-day free trial, no credit card required
  2. Complete onboarding — 5-step wizard to configure your business basics
  3. Add your first client — From the Clients page or the dashboard quick actions
  4. Create a project — Link it to your client with budget and dates
  5. Log time — Track billable hours against your projects
  6. Send an invoice — Generate from unbilled time or create manually
  7. Check your cashflow — See your 12-month financial forecast

Platform Overview

FlowLance is designed for UK freelancers — sole traders and limited company directors — who want a single platform to run their business. Everything connects together:

  • Opportunities you discover can become Proposals with AI-generated content
  • Won proposals automatically create Projects with the right budget and dates
  • Time logged against projects feeds into Invoices as billable line items
  • Sent invoices appear in your Cashflow forecast as expected income
  • Bank transactions sync automatically to track what's actually been paid
  • Tax estimates are calculated from your forecast so you know what to set aside

All of this is visible from your Dashboard — a single page showing revenue, pipeline, pending payments, opportunities, and time logged today.