Prepared for Cintamani Calise by Yosodev

Management Software

Upfront complexity vs ongoing limitations.

What You Need

Clients Come First

Property owners at the top. Everything flows down from there: properties, stays, work orders.

Everything in Its Place

Client → Property → Stay → Task. Each guest stay has its own work items, costs, and timeline. Nothing gets lost.

Bill With Markup

Track what subcontractors charge you. Bill clients with your markup. See your margins per property, per stay, per task.

Subcontractor Tracking

Different subs, different trades, different rates per job type. They don't need to log in or do anything. You just keep clean records of what they charged.

Time Tracking

Hours need to be tagged to the right property, whether that's entering them after the fact or logging as you go. The system should support both, so it works for you now and gets easier over time.

Two Options

Both of these programs offer real benefits and real drawbacks. They solve for different things: Harvest solves for simplicity, ERPNext solves for organization and tracking. Neither is wrong, they just ask different things of you.

Option A

Harvest

Simple time tracking & invoicing app

How It Works

Harvest is a simple, nicely designed app for tracking time and sending invoices. You sign up, log in, and start using it. Nothing to install, nothing to maintain. It organizes things by Project first, with Clients and Tasks underneath.

The Fit

  • Easy to learn, easy to use. You could be up and running in an afternoon.
  • Invoicing included. Create and send bills right from the app.
  • Nothing to install or maintain. It just works.
  • Your data can be exported anytime.
  • Built in reports with custom filters: hours by project, by client, by task. Can be scheduled to run and send automatically.
  • Reports follow Harvest's structure, so you can't report by property or by stay separately. It's all grouped by project.
  • It has Client → Project → Task, but there's no way to add a Property or Stay level. It's one level short of how your business is organized.
  • You can't add new fields or customize the structure. What you see is what you get.
  • It's organized by project, not by client. There's no way to pull up a client and see everything underneath them at a glance.
  • No subcontractor tracking at all. Sub costs go in as expenses with their name in the description. There's no way to pull up a sub and see everything they've done.

Making It Work

You'd use Clients for property owners, Projects for properties or stays, and Tasks for job types like "Plumbing" or "Cleaning." Subcontractor names would go in the notes. It works, but you're squeezing a four level structure into three levels, so some things won't line up perfectly.

Daily use is simple. The tradeoff is that reports and organization won't quite match how you think about your business.

What It Costs

Harvest subscription $9/user/mo
Bespoke work (invoice templates, automations) Available if needed

Honest Assessment

Harvest is a genuinely good app. The time tracking is best in class, invoicing works out of the box, and you could be up and running today. Day to day effort stays flat and predictable. The tradeoff is that when you hit something it can't do (filtering by sub, reporting by property), you work around it manually, and that workaround stays manual forever.

Option B

ERPNext

Business management platform, tailored for you

How It Works

ERPNext is a business management app. "ERP" stands for Enterprise Resource Planning, which really just means it tracks clients, projects, subcontractors, costs, and invoices in one place instead of using separate apps for each thing.

It runs online through Frappe Cloud, so there's nothing to install on your computer. You log in through your browser, like any other website.

The Fit

  • Clients come first. Pick a client, see all their properties, stays, and costs in one place.
  • Deep enough for your structure: Client → Property → Stay → Task.
  • Subcontractor management included. Keep track of who you work with, what they charge, and manage their work through work orders that stay connected to properties and stays throughout the app.
  • Tracks what subs cost you and what you bill clients, so you always see your margin.
  • Standard services (cleaning, inspections) can have preset rates that fill in automatically. No retyping the same number every time.
  • I can add bespoke screens for Property and Stay that feel like they've always been part of the app.
  • Built in timesheets with a weekly entry view for batch logging. When you're ready for live tracking, quick tagging by property or a connected timer app are both options.
  • Reports that match your structure. Hours by property, costs by stay, sub spend over time. I can build whatever views you find yourself wanting.
  • It's a bigger app than Harvest. There's more to learn upfront.
  • It has features you'll never use. I'll hide those so they're not in your way.
  • It's not "sign up and go" like Harvest. I'm more than happy to handle setup, but technically you would be hosting your own site on Frappe Cloud. Their system is very well tested and automated, there should be zero maintenance on it.

Making It Work

I've already set up a test version to make sure this approach works. The basic flow of stays, properties, tasks, costing all works. What's left is building the real thing: polished, permanent, and tailored to you.

From your homepage, click "New Stay," pick the property from a dropdown, and it fills in the owner for you. When you add a task, you pick the subcontractor and the rate, and the cost flows through to the client's bill. Invoicing is simple, and will be custom built for you.

Your homepage will only have what we put on it, and it could be anything from properties and owners to add a new stay or invoice all owners. Once I'm confident the bespoke work is stable, we'll sit down and go through your whole workflow. What do you need to see? What can go? The system gets tailored to exactly how you work.

What It Costs

Frappe Cloud hosting (unlimited users) $5/mo
Week 1: Bespoke app development Barter
Week 2: Walkthrough, customization, timekeeping & setup Barter

Honest Assessment

ERPNext asks more of you upfront. There's a learning curve, setup takes time, and it's a bigger app than you need out of the box. But every new problem can be solved once and stays solved. Need to filter by sub? I build it, it's there forever. New report? Same thing. The effort spikes when something new comes up, but it doesn't stay manual.

The flip side of Harvest's simplicity is that its limitations are permanent. ERPNext's complexity is front loaded: it gets easier over time instead of staying the same.

You'll have your own account at $5/mo. Frappe Cloud handles backups, updates, and all the server stuff. I'll do the initial setup and stay available if anything needs adjusting down the road.

See the workflows compared, step by step

Side by Side

Harvest ERPNext + Bespoke App
Browse by client first Organized by project, not by client Yes
Property / Stay / Task levels Three levels. You'd combine some into project names. All four levels, built to match your workflow
Subcontractor tracking None. Names in expense descriptions. Dedicated sub records with work orders
Billing with markup Invoicing included Tracks your cost and client price together
Different rates per sub/job Type it in each time Standard services auto fill, one-off jobs are manual
Time tracking Core feature. Start/stop timers, mobile app, very polished. Timesheets built in, weekly entry view, option to connect a timer app.
Reports Custom filters, scheduled delivery. But grouped by project, can't break out by property or stay. Built in, plus bespoke reports by property, stay, sub, whatever you need.
Ease of use Very simple, minimal learning More to learn, but I'll simplify it for you
Setup & maintenance None, just sign up I handle setup, updates are automatic
Can it grow with you? What it does today is what it does. Workarounds stay manual. Yes, new screens and features can be added
Monthly cost (2 users) $18/mo $5/mo (same price, any number of users)
Bespoke development $0 Barter (~2 weeks)

My Recommendation

ERPNext.

Only because what you're managing is more than what Harvest is meant for. You'll always have manual steps in that workflow, and there will always be a layer with extra information crammed into descriptions or tags. It's software for a design shop, or a tailor, not really for workflows with subcontractors.

Harvest is great at what it does, but it's limited for what you need. ERPNext's extensibility means once you've used it a while, you can streamline or expand it where you need it. It also means that I can add enough data layers to make it work properly with your use case. That means all the reports work properly, the automated invoicing works, everything flows together without any spreadsheets on the side.

Also, there are over 200 developers that have partnered with Frappe and can handle future development for you quite well, in case you'd like developers with more specific ERPNext experience working on it. All the work I would do is very portable and would be easy for other devs to pick up, or if you want to start with pros from the beginning, I can help you get a document together to communicate what they need to know. No reason it would need to come from me at all, I'm much more concerned with you getting the right software than being who does it.

Proposed Development

If you go with ERPNext, here's what the bespoke work looks like. This is the full scope of what I'd build and configure for you, quoted as a single engagement.

Item Description
Property, Stay, Stay Task screens Three new screens that give you the full hierarchy: properties belong to owners, stays belong to properties, tasks belong to stays. All linked together.
Weekly timesheet view A dedicated view for entering hours across the week. How it's organized depends on what makes sense to you.
Walkthrough We sit down and go through how to use it. While we do, I'll take notes on your workflow and we can discuss what to get out of your way, what to move around, and what's missing.
UI customization and homepage Based on the walkthrough: strip screens to only the fields you need, build your homepage with the shortcuts that matter, hide everything else. Repeats until it's right.
Total Barter
Notes

Timeline is approximately two weeks. Additional work (data import, extra reports, future features) available separately.

Next Steps

1

Choose a direction

Review this proposal, investigate the apps on your own. Ask questions of me, they can only help. The right choice is going to depend on where you want your effort spent in the process: initial or ongoing but intermittent.

If you choose Harvest

2

Sign up and go

Create your Harvest account and start using it. No development needed.

3

Extra Work

If you'd like help with custom invoice templates, automations, importing previous records, or anything else that would save you time, we can always work something out.

If you choose ERPNext

2

Week 1: Development

I build the bespoke pieces: Property, Stay, and Task screens, connected to the billing and subcontractor tracking that's already built in. Installed on your account.

3

Week 2: Customization

We meet and walk through every screen together. What do you need to see? What's confusing? What can go? We'll also go over timekeeping: the built in timesheets, the weekly entry view, whether a dedicated timer app makes sense. I'll tailor everything to how you work. Clean up the screens, set up your homepage, and make sure it feels right before you start using it for real.

If we get to the end and something still isn't right, we loop back. Steps 2 and 3 repeat until it works the way you need it to.

4

Extra Work

If there's anything else you'd like help with, like importing previous records, setting up your clients and properties and subcontractors, or anything else that would save you time, we can always work something out.