Northline Ops
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Features

Every part of the loop, built in.

Each preview shows a real part of Northline Ops, and everything described here is available today.

Win the workPipeline, proposals, contracts
Deliver itProjects, tasks, time, portal
Close the loopBilling, profit, handover
One client
engagement
DashboardRevenue and delivery highlights together.
AgreementsProposals, contracts, and signatures.
BillingInvoices, payments, and balances.
DeliveryMilestones, tasks, time, and approvals.
Feature workbench

Explore the working parts.

Move through the core operating areas to see what each one holds and how it carries an engagement forward.

Numbers your day actually needs.

Pipeline value, receivables, unbilled work, active clients, active projects, and logged hours come together in one clear view.

Available today
RevenuePipeline + receivables
DeliveryClients + projects
ActivityRecent movement
SetupGuided checklist
Complete feature atlas

The full operating picture.

From daily numbers and proposals through delivery, billing, handover, feedback, and data portability, the details live here.

01 / Dashboard

Numbers your day actually needs.

Pipeline value, receivables, unbilled work, active clients, active projects, and logged hours, brought together in one clear view.

  • See revenue and delivery highlights together
  • See recent activity as work moves forward
  • A guided checklist updates as you complete each setup step
  • Quick access to leads, projects, billing, and time tracking
02 / Pipeline

See every opportunity at a glance.

Inbound, Qualified, Proposal, Won, Lost. Move an opportunity between stages as the conversation progresses.

  • Company and contact details together
  • Estimated value and follow-up date
  • Overdue follow-ups clearly highlighted
  • Turn an opportunity into a client and project
03 / Proposals & Contracts

Draft, share, convert.

Manage proposals, agreements, and onboarding in one place. Reuse approved clauses, choose the right regional terms, share a private review link, and collect signatures online.

  • Reusable clauses your team can keep up to date
  • Regional terms for India, the US, the UK, and the EU
  • Online signature capture
  • PDF and DOCX export
  • Turn an accepted proposal into a project with milestones, tasks, and an optional deposit invoice
04 / Projects & Tasks

Milestones and tasks under every project.

Choose which milestones clients can see, then track priority, status, due dates, dependencies, and comments.

  • Clear project stages from planning through completion
  • Per-project hourly rate override
  • Milestone sign-off from the client portal
  • Task priority from low to urgent
  • Task dependencies and comment threads
05 / Time Tracking

Time tracking without another app.

Start or stop a timer, or add time manually. A reminder helps prevent forgotten timers.

  • Live timer with idle warning
  • Weekly timesheet and entries list views
  • Per-entry rate override or use the project rate
  • Billable, non-billable, and client-visibility options
  • Group billable time by entry, task, or project
06 / Billing

Invoices that hold up to accounting.

Create clear invoices with line items, tax, discounts, currency, and due dates.

  • PDF export
  • Stripe and Razorpay payments
  • Invoices update only after payment is confirmed
  • Repeated payment confirmations will not duplicate a payment
  • Balance remaining tracked for every invoice and payment
07 / Retainers & Subscriptions

Recurring revenue that runs itself.

Choose fixed, hourly, usage-based, or milestone billing on the schedule that suits you.

  • Rollover hours with an optional cap
  • Overage rate billed automatically past the allowance
  • Monthly recurring revenue across cycle lengths
  • Reliable recurring invoicing that avoids duplicate bills
  • Pause, resume, or cancel with clear grace periods
08 / Profitability

Know your margin per project.

Invoiced revenue minus labor cost minus direct expenses equals gross profit.

  • Expense categories for the costs behind your work
  • Reimbursable flag per expense
  • Colour-coded margins for quick decisions
  • Financial CSV export
  • Accounting exports for QuickBooks, Xero, and other systems
09 / Client Portal

The client sees only what you share.

Every client gets a private portal with your branding, progress, approvals, invoices, payments, handover, and feedback.

  • Invite clients securely by email
  • Per-project and per-client document visibility
  • Milestone acceptance from the portal
  • Wrap-up sign-off with a typed-name signature
  • 1 to 10 satisfaction scores, sentiment, feedback, and optional call requests
10 / Wrap-up and client feedback

Close projects properly.

Create a wrap-up report with deliverables, milestones, and invoiced totals.

  • Retrospective covering wins, risks, scope changes, and lessons
  • Client sign-off via typed name in the portal
  • Automatic feedback request at closeout
  • A saved wrap-up record for future reference
11 / Client feedback

Score, sentiment, feedback.

Ask for feedback when a milestone is complete, a project closes, or your team is ready.

  • Request feedback at the moment that suits your process
  • Change requests appear alongside the client relationship
  • Team-only notes on each response
  • A clear view of call requests and negative scores
12 / Getting started

Reach your first value in six steps.

Your setup checklist updates as you complete each step, helping you send your first invoice in under 30 minutes.

  • Steps from brand and first client to time entry and invoice
  • Your checklist follows the work you have completed
  • See how far you are through setup
  • Dismiss it once all steps are complete
13 / Import and export

Bring your data in. Take it out.

Bring in your existing records, review them before import, and download a complete workspace backup whenever you need it.

  • Import clients, leads, projects, tasks, invoices, payments, and time entries
  • Review errors before importing anything
  • Download a complete backup of your work
  • Accounting exports for QuickBooks, Xero, and other systems
  • Add deadlines to your calendar
14 / More ways to stay organised

The details stay connected.

Small things that support the work around every engagement.

  • See recent activity as work moves forward
  • A guided checklist updates as you complete each setup step
  • Add deadlines to your calendar
  • Quick access to leads, projects, billing, and time tracking
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