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Tell us about the job.

Two steps, one real job. We will help you decide whether Phoros fits and show what it can do inside your tools and boundaries.

  1. The job
  2. Your details
What should we start with?
Optional. Say where it gets stuck and which decisions must stay with you.

Please do not include passwords, account numbers or sensitive customer data.

Solo professionals

You do the work. The business runs with you.

Enquiries, quotes, contracts, bookings, invoices and the books share one record for each client. Phoros keeps the admin moving and asks before anything is sent or charged.

Illustrative screen · Solo professionals

The second job

The paid work ends. The admin does not.

Solo work has a second job: quoting, contracts, booking, invoicing, chasing and filing. On Phoros it follows the client it belongs to.

  • One record for each client
  • Quotes that become invoices
  • Bookings from the times you set
Illustrative diagram · Solo professionals

What a practice of one gets

From enquiry to paid, on one record.

Each client is one record: the enquiry, the quote, the signed contract, the bookings, the invoices and every message. When they agree, the quote becomes the invoice in one step; when they sign, you are told.

  • Quotes that become invoices
  • Contracts signed online
  • Bookings from the times you set
Illustrative screen · Solo professionals
  • Clients

    One record for each client, with their email, WhatsApp, quotes, invoices, documents and history.

  • Quotes and invoices

    Lines from your price list, and a quote that becomes the invoice in one step when the client agrees.

  • Getting paid

    Payment online by card, part payments recorded, reminders for what is due and recurring invoices for retainers.

  • Contracts

    Documents enabled for signing, signed from their link with a typed or drawn signature, the date and a fingerprint of the text kept.

  • Bookings

    A booking form that offers the times you set for each day, hides a time once it is booked up and puts each booking on your calendar.

  • Intake

    Questionnaires with branching questions, image uploads and signatures, answered from a link.

  • Your time

    Tasks with due dates and repeats, and the time you log on each one.

  • The books

    Receipts with approvals, ledgers, and the expense and tax reports your accountant asks for.

And the honest lines. There is no client portal: clients open their invoice, contract and booking form from a link, and a portal is built on Software OS. Proposals with packages to choose from are not built, and time logged on a task does not become an invoice line by itself.

Virtual staff for a practice of one

Your virtual staff know the admin too.

Add help with quotes, invoices, client replies, follow-ups and the month's reports, inside the same client records. Anything sensitive comes back to you.

  • Drafts in your voice
  • Follow-ups on your calendar
  • Nothing sent or charged without your yes
Illustrative screen · Solo professionals
  • Quotes and invoices

    Drafts the quote or invoice from your price list, for your review before it goes.

  • Getting paid

    Watches which invoices are paid, part paid or due, and drafts the reminder for your yes.

  • Client replies

    Answers routine questions and drafts replies in your voice; anything sensitive comes back to you.

  • Follow-ups

    Puts each follow-up on your calendar with a date, so a quiet client does not slip.

  • Paperwork

    Finds the contract or the brief in your files when a client asks, and attaches it to an email reply.

  • Month-end

    Pulls the month's sales, expense and tax reports for you and your accountant.

One Business Operating System

Every client record connects the work.

Your practice runs on the same parts as every business on Phoros, so each one is there in full when you need it.

  • Communication

    Every conversation lands on the client it belongs to.

    WhatsApp, email, Instagram and Facebook on one record for each client.

    See Communication
  • Accounting

    The books stay current as you get paid.

    Ledgers, receipts and the reports your accountant asks for.

    See Accounting
  • Virtual staff

    A colleague who takes the job and finishes it.

    Add a virtual staff member and give it the roles the work needs.

    See Virtual staff

Connections

Run it all on Phoros Cloud, or connect what you already use.

Run your practice on Phoros Cloud: enquiries, quotes, contracts, bookings, invoices and the books. Already using tools you like? Phoros Cloud connects to them.

Built in today

Moving from QuickBooks? Connect it while you switch.

  • AccountingQuickBooks
  • PaymentsStripeDIME
  • MessagesWhatsAppMeta
  • WorkspaceGoogle WorkspaceMicrosoft 365
  • MeetingsFireflies

Can be connected

Tools with an MCP server connect through open connectors, and Software OS can build a connection to anything with an API.

  • AccountingXeroWaveZoho Books
  • PaymentsPayPalWise
  • MessagesMailchimp
  • WorkspaceSlackNotion
  • MeetingsZoomCalendly
  • Signatures and filesDocuSignDropboxBox

How we test

Tested on real days, not demo scripts.

In the summer of 2026, Phoros Pilots ran for eight weeks with agents carrying real business jobs under daily human review. Stakeholder acceptance was the test. We publish evidence as the work supports it, so ask us what the current results show.

How we test

Your practice, online on day one

A web presence for the practice, ready before the first client.

Three finished sites for one-person businesses: a mobile practice companion, a creative studio and a professional practice. Start from one, and the cards, flyers and social content follow to match.

18 finished sites 8 categories Browse the gallery

Every site is a complete page, and the same desk makes the business cards, flyers and social content to match. See brand development and management

Solo professionals

Bring one client from enquiry to paid.

A quote, a contract, a booking or a late invoice: we will show you how it connects to the rest of your practice and which routine steps virtual staff can take on.

See plans and pricing

Questions

Before your first client job.

Something else on your mind? Our team will talk it through with you.

Is Phoros for freelancers or for teams?

Both, starting from an organization of one. You set the work, virtual staff take on the routine admin you choose, and every consequential call comes back to you.

Can clients sign a contract online?

Yes. Enable a document in your files for signing, and the client signs it from its link with a typed or drawn signature. The record keeps their name, the date and a fingerprint of the signed text, and you are told.

Can clients book time with me?

Yes. A booking form offers the times you set for each day of the week, hides a time once it is booked up and puts each booking on your calendar.

Does virtual staff send invoices on its own?

It drafts quotes, invoices and reminders from your price list and your records, and you review them before anything is sent or charged.

Is there a client portal?

Not a ready-made one. Clients open their invoice, contract and booking form from a link, and a portal can be built on Software OS, on the same records.

What happens to my records if I leave?

They are yours. Your records, files and history belong to your organization, and leaving with your work is a right, not a negotiation.