Features
Everything you need to run a calmer service business.
Steady connects the work you plan, the time you track, the invoices you send, and the records you close - so your business feels organized before the month is over.
The core system
Plan, track, and close without rebuilding the past.
Steady is designed around the full operating loop of independent work: planning, time, invoices, payments, expenses, and reliable records.
Plan
Money-aware scheduling
Build your week before it happens and see the income, hours, retainers, and capacity attached to the work you are planning.
- Calendar blocks for planned work
- Billable and non-billable scheduling
- Recurring retainer blocks
- Planned income and hours visibility
Track
Time tracking without reconstruction
Convert planned blocks into verified time entries instead of rebuilding your week from memory after the work is already done.
- One-click conversion from plan to time
- Manual time entries when needed
- Mobile-ready work logging
- Historical locking after invoicing
Close
A cleaner business loop
Move from planned work to estimates, invoices, payments, expenses, and period close without losing track of what happened.
- Estimates and quotes
- Digital signature approval
- Invoice generation
- Data exports and reports
- Uninvoiced time detection
- Month close workflows
How Steady works
One workflow from calendar to close.
Most tools only handle one part of the business. Steady connects the full chain: the week you planned, the work you completed, the estimate you approved, the invoice you sent, and the numbers you need to trust later.
Plan the week
Create schedule blocks for clients, projects, retainers, admin time, and committed work.
See the value
Steady calculates planned income and hours so you know what the week is expected to produce.
Confirm reality
Convert completed blocks into time entries, adjust what changed, and keep the record clean.
Approve, invoice, and close
Send estimates for approval, generate invoices from verified work, export records, and close the period with confidence.
Beyond solo work
Grows with the way you work.
Start with planning and invoicing for yourself. Add team visibility, mobile workflows, reconciliation, and tax-ready records as your business gets more complex.
For teams
Shared visibility across people, capacity, clients, and billing without turning work into micromanagement.
- Multi-axis team calendar
- Team capacity tracking
- Role-based access
- Shared client and project rates
- Collaborative period closing
For field work
Useful for service providers who move between client sites and need proof, notes, receipts, and routing.
- Client and project addresses
- Camera and media uploads
- Map routing
- Mobile work logging
- Expense capture
For studios
A more complete operating layer for businesses that need reconciliation, exports, and clean financial records.
- Bank-connected automation
- Invoice-to-payment reconciliation
- Advanced period locking
- Accountant-ready exports
- Dedicated reconciliation inbox
Feature overview
Built for the real shape of service work.
Steady gives freelancers, consultants, studios, and service businesses the operating pieces they need without forcing them into scattered tools and spreadsheets.
Planning & calendar
The core planning system for building weeks around capacity and expected income.
- Money-aware scheduling
- Schedule blocks
- Recurring retainer blocks
- Billable and non-billable time
- Planned income visibility
- Capacity planning
Time tracking & workflow
A calmer way to turn planned work into a reliable record of what actually happened.
- One-click block conversion
- Manual time entries
- Pre-invoice editing
- Historical locking
- Verified time records
- Uninvoiced time detection
Clients, projects & rates
Keep client work organized with rates, terms, project billing rules, and budget awareness.
- Client profiles
- Project billing types
- Client default rates
- Project rate overrides
- Budget hour limits
- Shared billing rules
Estimates, quotes & approvals
Create professional estimates and quotes, send them for approval, and keep client sign-off connected to the work that follows.
- Professional estimates
- Client quote approval
- Digital signature capture
- Estimate-to-project workflow
- Approved scope tracking
- Client-ready PDFs
Invoicing & payments
Turn verified work, fixed fees, and expenses into invoices with fewer loose ends.
- Invoice generation
- Fixed-fee items
- Billable expenses
- Outstanding balances
- Payment tracking
- Invoice-to-payment reconciliation
Expenses & records
Capture expenses, receipts, markups, and project costs without losing the context.
- Expense tracking
- Receipt attachments
- Expense markups
- Expense splitting
- Project categorization
- Media uploads
Reporting, exports & close
Understand what was planned, what was billed, what was paid, and export the records you need.
- Month close checklist
- Planned vs actual revenue
- Invoiced vs paid totals
- Time breakdowns by client
- CSV and PDF exports
- Accountant-ready tax packs
Run the week before the week runs you.
Start with the essentials: plan your work, know your income, track what changed, and invoice with confidence.