ClientCasa

Guides, API reference, and integrations for ClientCasa — the business side of your business, built for solo operators.

Everything you need to get the most out of ClientCasa. Three pillars, wired together so nothing falls through the cracks — your Website, your Clients, and your Books — from sending your first proposal to connecting with your favorite tools.

Getting Started

Jump into the essentials. These guides walk you through the core workflows.

Send a Proposal

Build a proposal in the composer — intro message, intake questions, a quote, terms to sign, and payment — then send a single link to your client.

Track Time

Log hours with the quick-entry strip, live timer, or manual entry. Supports rate types and multipliers.

Create an Invoice

Generate an invoice from unbilled time and expenses, or create one manually from scratch.

Manage Expenses

Track project costs, shared costs, and overhead. Categorize with catalog items and tax categories.

View Profitability

See real per-client profitability by comparing revenue against all costs — labor, expenses, and overhead.

Browse by Category

Explore all guides organized by feature area.

Proposals

Build a proposal in the composer, send a link to the client, and turn an accepted quote into invoices and a signed agreement.

Invoicing

Manual invoices, generated invoices, payment schedules, billing waivers, and more.

Time Tracking

Log time, manage rates, configure rate types and multipliers.

Expenses

Track expenses and charges, create recipes, manage material categories.

Clients

Manage contacts, view profitability, and archive clients.

Schedule

Calendar, pipeline, milestones, templates, and Google Calendar sync.

Event Days

Build a minute-by-minute event-day timeline, solve every time with the cascade engine, assign vendors, share a client portal, and run the day live.

Settings

Organization settings, Stripe payments, API keys, webhooks, imports, and exports.

Quick Links

All Guides

Browse every how-to guide in the documentation.

API Reference

REST API endpoints, authentication, query syntax, and webhook event reference.

Integrations

Connect ClientCasa with Zapier, n8n, Make, Slack, and other tools.

FAQ

Answers to common questions about plans, billing, time tracking, invoicing, and more.

Build on ClientCasa

Building an integration or app on top of ClientCasa? Start with a free-forever developer account, then ship — from your first API call to a listing in the public integrations directory.

Developer Platform

The REST API, TypeScript SDK, OAuth 2.0 with PKCE, and signed webhooks — your front door as a builder.

Create a developer account

Free-forever, no card, no trial clock. Sign up, then make your first authenticated API call.

ClientCasa Documentation