Articles on: Pro Solo

Pro Solo Features

Pro Solo Features - ProfitCalculator.com.au


Version: 2.1

Last Updated: November 18, 2025

Target Users: Australian sole traders, single-person businesses, freelancers



Overview


Pro Solo is designed specifically for sole traders and single-person businesses who need powerful profitability analysis without multi-user features. This tier provides all core profitability tools while keeping the interface streamlined for individual use.


Monthly Cost: $19/month

What's Included: Unlimited jobs & projects + Dashboard analytics + Reports + Scenario planning + CSV import/export + Effective Hourly Rate tracking



Table of Contents


  1. Who Is Pro Solo For?
  2. Key Features
  3. Dashboard & Analytics
  4. Job Management
  5. Project Management
  6. Overhead Tracking
  7. Reports & Analytics
  8. Scenario Planner
  9. Settings & Configuration
  10. Effective Hourly Rate (EHR)



Who Is Pro Solo For?


Perfect For


Sole Traders:

  • Working alone without employees
  • Need to track personal profitability
  • Want to know true earning rate
  • Planning business growth


Freelancers:

  • Independent contractors
  • Consultants
  • Service providers
  • Gig economy workers


Single-Person Businesses:

  • Owner-operators
  • Boutique service businesses
  • Home-based businesses
  • Professional practitioners


Not Ideal For


If you have:

  • Employees or team members → Use Pro Teams
  • Need multi-user access → Use Pro Teams
  • Manage clients as an advisor → Use Advisor Edition
  • Require team collaboration → Use Pro Teams



Key Features


What You Get


Core Profitability Tools:

  • Unlimited recurring jobs
  • Unlimited one-off projects
  • Dashboard with 8 key metrics
  • Value bucket visualization
  • Comprehensive reports
  • CSV import/export
  • Scenario planning
  • Effective Hourly Rate tracking


Australian-Specific:

  • GST handling (10%)
  • Superannuation tracking (12%)
  • Workers Compensation tracking
  • ATO travel rates ($1.00/km)
  • On-cost calculations


Data Management:

  • Unlimited data storage
  • CSV import/export
  • Backup via exports
  • Secure cloud storage


What's Different from Pro Teams


Single User:

  • No team member invitations
  • No user roles (you're the owner)
  • No activity logging
  • No real-time multi-user sync


Employee Tracking:

  • Employee management UI is completely hidden (no access to Employees page)
  • Superannuation tracked as overhead line items
  • Workers Compensation tracked as overhead line items
  • Behind the scenes: Uses hidden "Owner" employee record for calculations
  • On upgrade to Pro Teams: Hidden owner record seamlessly converts to visible employee
  • No access to:
  • Employee creation/editing
  • Leave entitlement settings
  • Weekly hours customization (defaults to 38 hours)
  • Unallocated hours tracking UI
  • Employee-specific on-cost overrides


Update Frequency:

  • Manual refresh required for data updates
  • No real-time Server-Sent Events (SSE) updates
  • Automatic 30-second polling for background data sync
  • Falls back to polling if connection issues occur


Why This Design?

  • Streamlined interface for solo traders
  • Focus on personal profitability metrics (Effective Hourly Rate)
  • Simplified overhead tracking without team complexity
  • No multi-user collaboration features
  • Easy upgrade path to Pro Teams when you hire staff
  • Keeps interface simple while maintaining calculation accuracy



Dashboard & Analytics


Overview

Central hub showing your business profitability and performance metrics.


Key Metrics (8 Cards)


Financial Summary:

  1. Total Annual Revenue
  • Combined from all recurring jobs and projects
  • GST-exclusive calculations
  • Based on actual frequencies


  1. Total Annual Direct Cost
  • Your labour costs (time value)
  • Materials expenses
  • Travel costs
  • Before overhead allocation


  1. Total Annual Gross Profit
  • Revenue minus direct costs
  • Shows earning before overhead
  • Key profitability indicator


  1. Total Annual Overhead
  • All business expenses annualized
  • Includes Superannuation & Workers Comp
  • GST-normalized values


  1. Total Annual Net Profit
  • Final profit after all costs
  • True take-home profitability
  • After overhead allocation


  1. Net Profit Percentage
  • Net profit as % of revenue
  • Industry benchmark comparison
  • Target margin tracking


  1. Average Margin
  • Average gross profit margin across jobs
  • Portfolio health indicator
  • Pricing effectiveness measure


  1. Productive Hours per Year
  • Total billable hours available
  • Capacity planning metric
  • Opportunity cost tracker


Value Bucket Visualization


Classification Methods:

Choose how to categorize your jobs:

  • Gross Profit Margin (%)
  • Effective Hourly Rate ($/hr) ← Recommended for Pro Solo - Most relevant for sole traders
  • Net Profit ($)
  • Net Profit Percentage (%)


Recommended for Pro Solo:

Effective Hourly Rate (EHR) is the recommended classification method for Pro Solo accounts, as it's the most meaningful metric for sole traders tracking their true earning rate. The system will suggest this method, though you can change to any classification method in Settings > Business Settings if preferred.


Value Categories:

  • High Value (Green) - Your best work, prioritize these
  • Good Value (Blue) - Solid performers, maintain
  • Low Value (Yellow) - Review pricing, improve efficiency
  • Loss Making (Red) - Urgent attention needed


Features:

  • Donut chart visualization
  • Click to filter jobs by bucket
  • Configurable thresholds in Settings
  • Helps identify which work to pursue


Recent Jobs

  • Last 10 created or modified jobs
  • Quick overview of latest activity
  • Direct edit access
  • Job profitability at a glance



Job Management


Overview

Manage all your recurring work with full profitability analysis.


Job Creation & Editing


Required Information:

  • Job Name - Customer or service description
  • Job Type - Category (customizable in Settings)
  • Frequency - Weekly/Fortnightly/Monthly
  • Hours per Visit - Time you spend
  • Price per Visit - What customer pays (GST-inclusive)


Optional Information:

  • Job description or notes
  • Travel time (minutes)
  • Travel distance (km)
  • Customer contact details
  • Start date


Your Labour Cost:

Since you're the owner, your cost is calculated based on:

  • Your base hourly rate (set in Settings > Business)
  • Superannuation % (entered as overhead line item, not applied to hourly rate)
  • Workers Comp % (entered as overhead line item, not applied to hourly rate)
  • Travel time charged at your base rate
  • Travel distance at ATO rate (default $1.00/km)


Note on Leave Entitlements:

As a sole trader, leave entitlements and leave loading are not calculated in Pro Solo. These features are available in Pro Teams for employee management. Your hourly rate should reflect your desired income including any personal leave considerations.


Profitability Calculations


Revenue:

Per Visit Revenue = Price ÷ 1.1 (GST-exclusive)
Annual Revenue = Per Visit × Occurrences per Year


Direct Cost:

Your Labour = Hours × Your Effective Rate
Travel Labour = Travel Minutes ÷ 60 × Your Effective Rate
Travel Distance = KM × $1.00
Total Direct Cost = Your Labour + Travel Labour + Travel Distance


Gross Profit:

Gross Profit = Revenue - Direct Cost
Gross Margin % = (Gross Profit ÷ Revenue) × 100


Overhead Allocation:

Your Overhead Share = (Job Annual Hours ÷ Total Annual Hours) × Total Overhead


Net Profit:

Net Profit = Gross Profit - Overhead Share
Net Margin % = (Net Profit ÷ Revenue) × 100


Effective Hourly Rate (EHR):

EHR = Revenue ÷ Total Hours (including travel)


This tells you what you're actually earning per hour after accounting for all costs.


Job List Features


Filtering:

  • By Job Type
  • By Frequency
  • By Portfolio Mix (High/Good/Low/Loss)
  • Multiple filters at once
  • Clear all button


Sorting:

  • Job Name (A-Z)
  • Net Profit % (highest first)
  • Annual Net Profit ($ highest first)
  • Effective Hourly Rate (highest first)


Display:

  • Color-coded borders by value classification
  • Job details at a glance
  • Profitability metrics
  • Quick actions: View, Edit, Delete


Quick Price Adjuster


Test Pricing Without Commitment:

  1. Click "Adjust Price" on any job
  2. Enter new price to test
  3. See instant comparison:
  • Old vs new revenue
  • Old vs new net profit ($)
  • Old vs new net margin (%)
  • Value classification change
  • EHR impact
  1. Apply to save or Cancel to discard


Email Confirmation:

When you apply a price change, you receive an email with:

  • Job details (type, frequency, hours)
  • Revenue impact analysis
  • Profitability before/after
  • Net profit changes
  • GST breakdown for customer invoicing
  • Timestamp of change


Use Cases:

  • Test if price increase is worth it
  • See impact before customer negotiation
  • Rebalance portfolio mix
  • Respond to cost increases


CSV Import/Export


Export Your Jobs:

  • One-click download
  • All 16 editable fields
  • Includes calculated metrics
  • Excel-compatible format
  • Great for backups and analysis


Import Jobs in Bulk:

  • Template CSV provided
  • Create new jobs or update existing
  • ID field determines create vs update
  • Validation before import
  • Error messages if issues


CSV Fields (16 editable):

ID, Job Name, Employee Name (not used in Solo), Frequency, Occurrences, Job Type, Charge Method, Rate/Hour, Total Charge, Hours, Materials, Travel KM, Travel Minutes, Employee Rate Type, Allowance Amount, Allowance Type



Project Management


Overview

Manage one-off projects, quotes, and non-recurring work.


Project Modes


Quote Builder Mode:

  • Set your target profit margin (%)
  • System calculates suggested customer price
  • Example: If costs are $5,000 and you want 30% margin
  • Suggested price = $5,000 ÷ (1 - 0.30) = $7,142.86
  • Ideal for quoting new projects


Fixed Price Mode:

  • Enter agreed customer price
  • System shows actual profitability
  • See if price meets your target
  • Ideal when price is already negotiated


Project Information


Basic Details:

  • Project name (required)
  • Description (optional)
  • Status (Planning/In Progress/Completed/On Hold)
  • Pricing mode (Quote Builder or Fixed Price)
  • Start and end dates (optional)


Cost Inputs:

  • Your Labour Hours - Time you'll spend
  • Your Hourly Rate - Can override default
  • Materials Cost - Supplies and materials
  • Project-Specific Overhead - Special costs for this project


Project Calculations


Your Labour Cost:

Your Cost = Hours × Your Rate × (1 + Super% + WorkerComp%)


Auto-Allocated Overhead:

  • Fair share of your annual overhead
  • Based on project hours vs total hours
  • Ensures all costs are covered


Project-Specific Overhead:

  • Costs unique to this project
  • Examples: permits, special equipment, site fees
  • Not shared across other work


Total Project Cost:

Total = Your Labour + Materials + Auto-Overhead + Project-Overhead


Profitability:


Quote Builder:

Suggested Price = Total Cost ÷ (1 - Target Margin%)
Profit = Suggested Price - Total Cost


Fixed Price:

Revenue = Fixed Price
Profit = Revenue - Total Cost
Margin % = (Profit ÷ Revenue) × 100


Project Details View


Comprehensive Breakdown:

  • Summary cards (Revenue, Cost, Profit)
  • Cost breakdown details
  • Your labour hours and rate
  • Materials and overheads
  • Gross profit and net profit
  • Effective hourly rate
  • Margin percentages


Dashboard Integration


All Projects Count:

  • Contribute to total revenue
  • Add to total costs
  • Impact profitability metrics
  • Included regardless of status
  • No filtering by Planning/Completed/etc



Overhead Tracking


Overview

Track all your business expenses to understand true profitability.


What Goes in Overheads?


For Pro Solo users, this includes:

  • Superannuation - Add as overhead line item (e.g., 12% of annual income)
  • Workers Compensation - Add as overhead line item (industry-specific %)
  • Rent and utilities
  • Insurance (public liability, professional indemnity)
  • Software subscriptions
  • Vehicle expenses (registration, insurance, servicing)
  • Professional fees (accounting, legal)
  • Marketing and advertising costs
  • Equipment depreciation
  • Phone and internet
  • Office supplies
  • Bank fees and merchant fees


Why Track Superannuation & Workers Comp in Overheads?

  • As a sole trader, you're not an "employee" of your business
  • These are business running costs, not direct labour costs
  • Keeps the interface simple and focused
  • Still accurately calculated in profitability
  • Upgrade to Pro Teams seamlessly converts these to employee on-costs
  • No need for complex leave entitlements as a sole trader


How to Calculate Your Superannuation Overhead:

Annual Income Target: $80,000
Superannuation Rate: 12%
Annual Super Contribution: $80,000 × 12% = $9,600

Add as overhead:
Name: "Owner Superannuation"
Amount: $9,600
Period: Annual


Overhead Items


Required Information:

  • Name/description (required)
  • Amount in dollars (required)
  • Billing period (required)


Billing Periods:

  • Weekly - Charged every week
  • Fortnightly - Every 2 weeks
  • Monthly - Once per month
  • Quarterly - Every 3 months
  • Annually - Once per year
  • One-off - Single expense


Optional Information:

  • Category (for organization)
  • Vendor/supplier
  • Notes
  • Due date reminder


GST Handling


Automatic Normalization:

Most business expenses include GST. The system:

  • Accepts GST-inclusive amounts
  • Calculates GST component (÷ 11)
  • Uses GST-exclusive for allocation
  • Ensures accurate profitability


Example: Insurance = $1,100 inc GST
GST Amount = $1,100 ÷ 11 = $100
GST-Exclusive = $1,000


Annualization


All Overheads Converted to Annual:

  • Weekly: × 52
  • Fortnightly: × 26
  • Monthly: × 12
  • Quarterly: × 4
  • Annually: × 1
  • One-off: × 1


Why Annual?

  • Consistent allocation across jobs
  • Fair distribution
  • Easy comparison
  • Accurate profitability


Example:

  • Rent: $2,000/month → $24,000/year
  • Super: 12% of income → calculated annually
  • Insurance: $1,200/year → $1,200/year
  • Software: $50/week → $2,600/year
  • Total Annual Overhead: $30,800/year (example)


Overhead Allocation


How It Works:

  1. Sum all annual overheads
  2. Calculate your total productive hours
  3. Overhead per hour = Total ÷ Hours
  4. Each job gets its share based on hours


Example:
Total Overhead: $30,800/year
Productive Hours: 1,760 hours/year (38hrs × 52 weeks - holidays)
Overhead Rate: $30,800 ÷ 1,760 = $17.50/hour

Job using 100 hours/year:
Job Overhead = 100 × $17.50 = $1,750


Why This Matters:

  • Shows true cost of each job
  • Includes ALL your business costs
  • Reveals which jobs cover their share
  • Guides pricing decisions


Overhead List Features


Display:

  • Sortable table
  • Name, amount, period shown
  • Annualized value calculated
  • Edit/delete actions
  • Category grouping (optional)


Bulk Management:

  • CSV export for backup
  • CSV import for bulk updates
  • Template download



Reports & Analytics


Job Summary Report


Comprehensive Per-Job Metrics:


The report shows a table with these columns:


  1. Job Name
  2. Job Type
  3. Frequency
  4. Hours per Visit
  5. Annual Hours
  6. Price per Visit (GST-inc)
  7. Annual Revenue (GST-ex)
  8. Annual Direct Cost
  9. Annual Gross Profit
  10. Gross Margin %
  11. Annual Allocated Overhead
  12. Annual Net Profit
  13. Net Margin %
  14. Effective Hourly Rate
  15. Value Tag (High/Good/Low/Loss)


Visual Features:

  • Color-coded value tags
  • Sortable by any column
  • Fixed header (scrollable)
  • Monospace fonts for numbers
  • Professional formatting


Real-Time Calculations:

  • Always current
  • Reflects latest data
  • No caching delays
  • Instant impact of changes


CSV Export


Download Everything:

  • All jobs with metrics
  • Calculated annual values
  • Profitability indicators
  • Value classifications
  • Excel-compatible


Use Cases:

  • External analysis
  • Accountant sharing
  • Historical tracking
  • Tax preparation
  • Business planning



Scenario Planner


Overview

Model "what-if" scenarios to test pricing and cost changes before implementing them.


Price-Rise Scenarios


Test Price Increases:

  1. Create scenario with descriptive name
  2. Set global increase % (e.g., 5%)
  3. Optionally override per job type
  • Example: +10% Commercial, +3% Residential
  1. Preview complete impact
  2. Apply to update all jobs atomically


Preview Shows:

  • Current State:
  • Total revenue
  • Total net profit
  • Net profit %

  • Projected State:
  • New revenue (+% change)
  • New net profit (+% change)
  • New net profit % (+% change)

  • Job-by-Job Impact:
  • Each job's price change
  • Revenue impact per job
  • Profitability change
  • Value classification shifts


Application:

  • Atomic: All jobs update or none
  • Can rollback if needed
  • Email confirmations sent
  • Audit trail created


Cost-Rise Scenarios


Model Rising Costs:

When your costs increase, what price rise do you need?


Configuration:

  • Your hourly rate increase
  • Overhead increases
  • System calculates required price adjustments


Shows You:

  • Impact of cost increases
  • Minimum price rise needed
  • Maintains your target margins
  • Which jobs are most affected


Scenario Management


Available Actions:

  • Create new scenarios
  • Apply to live data
  • Rollback to previous state
  • View scenario history
  • Delete unused scenarios


Audit Trail:

  • When scenario created
  • What it changed
  • When applied
  • Job-level details
  • Rollback information


Use Cases:

  • Annual price review
  • Cost increase response
  • Market rate alignment
  • Portfolio rebalancing
  • Strategic planning



Settings & Configuration


Settings Page Structure


Pro Solo settings are organized into two tabs:


  1. Account Tab - Your profile, subscription, and account management
  2. Business Settings Tab - Calculation defaults, job types, and profitability thresholds


Note: The "Team" tab is only available in Pro Teams and Advisor Edition tiers.


Account Tab


Your Profile:

  • Business name (account display name)
  • Your name
  • Email address
  • Change password


Subscription Management:

  • Current plan: Pro Solo - $19/month
  • Billing cycle and next billing date
  • Manage payment method (Stripe Customer Portal)
  • View billing history and download invoices
  • Upgrade to Pro Teams or Advisor Edition
  • Cancel subscription


Billing History:

  • All past invoices
  • Payment dates and amounts
  • Download PDF receipts
  • Track business expenses


Business Settings Tab


Your Labour Cost Defaults:

  • Base Hourly Rate - What you charge yourself
  • Recommendation: Your desired income ÷ productive hours
  • Example: Want $70K/year, work 1,760 hours → $39.77/hour base
  • Superannuation % - Default 12% (tracked in Overheads)
  • Workers Comp % - Industry-specific (tracked in Overheads)


Travel Defaults:

  • Rate per km - Default $1.00/km (ATO guideline)
  • Applied to all jobs with travel distance


Productive Hours:

  • Hours per Week - Default 38 hours
  • Used for capacity planning
  • Affects overhead allocation


Value Classification Settings:


Classification Method Selection:

  • Recommended: Effective Hourly Rate ($/hr) ← Most relevant for Pro Solo
  • Alternative: Gross Profit Margin (%)
  • Alternative: Net Profit ($)
  • Alternative: Net Profit Percentage (%)


Profitability Thresholds:


Configure what defines High/Good/Low/Loss for each classification method:


Effective Hourly Rate ($/hr): ← Recommended for Pro Solo

  • High Value: > $100/hr (default threshold)
  • Good Value: > $60/hr (default threshold)
  • Low Value: > $0/hr
  • Loss Making: ≤ $0/hr


Gross Profit Margin (%):

  • High Value: > 30% (default)
  • Good Value: > 15% (default)
  • Low Value: > 0%
  • Loss Making: ≤ 0%


Net Profit ($):

  • High Value: > $500 (default)
  • Good Value: > $200 (default)
  • Low Value: > $0
  • Loss Making: ≤ $0


Net Profit Percentage (%):

  • High Value: > 20% (default)
  • Good Value: > 10% (default)
  • Low Value: > 0%
  • Loss Making: ≤ 0%


Why EHR is Recommended for Pro Solo:

Effective Hourly Rate is the most meaningful metric for sole traders because it shows your true earning rate after all costs. This helps you make decisions about which work to accept and what to charge.


Customizable Job Types:


Customize Your Categories:

  • Add job types relevant to your business
  • Edit existing types
  • Delete unused types
  • Reorder for convenience


Default Types:

  • Residential Cleaning
  • Commercial Cleaning
  • Window Cleaning
  • Carpet Cleaning
  • (fully customizable)


Usage:

  • Assign one type per job
  • Filter jobs by type
  • Scenario overrides per type
  • Organize your portfolio


Unsaved Changes Protection


Never Lose Work:

  • Warning before leaving with unsaved changes
  • Clear save/discard options
  • Works across all settings tabs
  • Prevents accidental data loss



Effective Hourly Rate (EHR)


Why EHR Matters for Sole Traders


The Core Question:

"What am I really earning per hour?"


EHR tells you:

  • Your actual earnings rate
  • After accounting for ALL costs
  • Including your overhead share
  • True value of your time


How EHR is Calculated


Per Job:

EHR = (Total Annual Revenue ÷ Total Annual Hours)


Includes:

  • Job hours
  • Travel time
  • All revenue
  • Accounts for frequency


Dashboard Average:

Average EHR across all your jobs, weighted by hours


Using EHR Effectively


Benchmark Against:

  • Your base hourly rate
  • Industry standards
  • Your target income
  • Alternative employment


Decision Making:

  • High EHR jobs → Prioritize and grow these
  • Low EHR jobs → Consider price increase or drop
  • Target EHR → Set your minimum acceptable rate
  • Portfolio average → Track trend over time


Example:

Your Base Rate: $40/hour
Your Overhead: $20/hour
Your Target EHR: $60/hour minimum

Job A: EHR = $75/hour ✓ Keep and grow
Job B: EHR = $50/hour ✗ Increase price or drop
Job C: EHR = $65/hour ✓ Good performer


EHR vs Profit Margin


Use Both:

  • EHR → Shows time value ($/hour)
  • Profit Margin → Shows efficiency (%)


For Sole Traders:

EHR is often MORE important because:

  • Your time is your primary resource
  • Opportunity cost matters
  • Can't scale labor (it's just you)
  • Time is finite


Example:

Job A: 30% margin, $80/hour EHR → Excellent
Job B: 40% margin, $45/hour EHR → Not great (margin misleading)


Job B has better margin but worse EHR - you earn less per hour, so it's actually inferior even though the percentage looks better.



Australian Business Compliance


GST (Goods & Services Tax)


Rate: 10% (1/11th of GST-inclusive)


How It Works:

  • Your prices include GST
  • System calculates GST component
  • Uses GST-exclusive for profitability
  • Accurate calculations


Example:

You charge: $110 (GST-inc)
GST component: $110 ÷ 11 = $10
Revenue (GST-ex): $100


Why GST-Exclusive?

  • Your overhead is GST-exclusive
  • True profitability comparison
  • Matches accounting standards
  • BAS preparation easier


Superannuation


Current Rate: 12% (2024-25 onwards)


For Sole Traders:

  • Not legally required to pay yourself
  • But important to track for retirement
  • Add as Overhead item
  • Calculated as % of your income
  • Plan for future security


Tracking Method:

  1. Create Overhead: "Superannuation"
  2. Amount: 12% of your annual income
  3. Period: Annually (or calculate from revenue)
  4. System allocates across all jobs


Workers Compensation


For Sole Traders:

  • May be optional depending on state/industry
  • Some trades require it
  • Track if applicable
  • Add as Overhead item
  • Industry-specific rates


ATO Travel Rates


Current: $1.00/km (configurable)


Business Use:

  • Travel to/from job sites
  • Customer visits
  • Work-related travel
  • Tax-deductible


Tracking:

  • Enter km for each job
  • System multiplies by rate
  • Added to job cost
  • Accurate profitability



Data Management


CSV Import/Export


Export:

  • Jobs with all metrics
  • Employees (hidden but exportable)
  • Overheads
  • One-click download
  • Backup your data


Import:

  • Jobs in bulk
  • Update existing jobs
  • Template provided
  • Validation before import


Data Security


Your Data is Safe:

  • Encrypted at rest
  • HTTPS connections
  • Secure sessions
  • bcrypt password hashing
  • Regular backups


Privacy:

  • Your data belongs to you
  • No data sharing
  • Delete anytime
  • GDPR compliant


Backups:

  • Automatic database backups
  • Export CSV for local backup
  • Point-in-time recovery available
  • Disaster recovery ready



Upgrade Path


When to Upgrade to Pro Teams


Consider upgrading when:

  • You hire your first employee
  • Need multi-user access (accountant, partner)
  • Want real-time collaboration
  • Require activity audit logging
  • Need visible employee management
  • Have multiple team members
  • Require role-based permissions


Upgrade is Seamless:

  • All your data transfers
  • Hidden "Owner" employee becomes visible
  • Superannuation/Workers Comp shift to per-employee
  • No data loss
  • Immediate access to new features
  • Can downgrade if needed


Pro Teams adds:

  • Multi-user accounts
  • Real-time SSE updates
  • Employee management UI
  • Activity audit log
  • Team roles & permissions
  • Email notifications
  • $29/month (vs $19 for Solo)



Support & Help


In-App Guidance


Tooltips:

  • Hover for explanations
  • Context-sensitive help
  • Feature descriptions


Help Text:

  • Form field guidance
  • Placeholder examples
  • Validation feedback


Documentation


User Guides:

  • Getting started
  • Feature tutorials
  • Best practices
  • Tips for sole traders


Video Tutorials:

  • Quick start guide
  • Advanced features
  • Scenario examples


Email Support


Response Time:

  • Within 24-48 hours
  • Technical assistance
  • Feature questions
  • Billing support


Knowledge Base:

  • Common questions
  • Troubleshooting
  • How-to guides



Summary: Pro Solo at a Glance


✅ What You Get


Unlimited:

  • Recurring jobs
  • One-off projects
  • Overhead items
  • Job types
  • Data storage


Analytics:

  • 8 key metrics dashboard
  • Value bucket visualization
  • Effective Hourly Rate tracking
  • Job value ratings
  • Recent activity view


Tools:

  • Quick price adjuster
  • Scenario planner
  • CSV import/export
  • Job summary reports
  • Australian compliance


Business Insights:

  • True profitability per job
  • Portfolio health tracking
  • Pricing guidance
  • Capacity planning
  • Overhead allocation


❌ What You Don't Get


Multi-User Features:

  • Team member invitations (1 user only)
  • User roles & permissions
  • Activity audit logging
  • Real-time SSE collaboration
  • Visible employee management UI


These require Pro Teams at $29/month


💰 Best Value For


You're perfect for Pro Solo if:

  • Working alone (no employees)
  • Single-person business
  • Freelancer or consultant
  • Sole trader
  • Budget-conscious ($19 vs $29)
  • Don't need multi-user access
  • Want powerful profitability tools
  • Track Effective Hourly Rate


Consider Pro Teams if:

  • Have employees
  • Need team collaboration
  • Want multi-user access
  • Require activity logging
  • Need real-time updates



End of Pro Solo Documentation


For Pro Teams features, see PRO_TEAMS_FEATURES.md

For Advisor Edition features, see ADVISOR_FEATURES.md

For complete technical documentation, see PRO_FEATURES_DOCUMENTATION.md

Updated on: 18/11/2025

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