Delivery on the client record
Ozer projects run jobs with phases, timelines, and tasks on the client record with contracts and invoices on the same job. It is part of the Ozer Workspace OS for freelancers and small agencies in the UK.
Ozer projects answer “where is this job?” Phases, deadlines, and tasks live with the client, contracts, and invoices instead of in a PM tool that never sees the invoice.
Active projects
What you get
- 01
Table and timeline
Sort active work or drag the timeline. Filter by client or status.
- 02
Phases and deliverables
Know the stage and what ships next.
- 03
Client context built in
Messages, portal, and history sit on the same job.
- 04
Won deals become projects
Pipeline wins carry the brief and contacts, so you start with delivery instead of data entry.
Projects at the centre
Tasks, meetings, invoices, and portals hang off one project record.
Frequently asked questions
Run this in your Ozer workspace.
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