Work: Projects and Jobs for Freelancers

Work in SwiftFi helps you structure how you get paid around the way you actually work. Projects are the umbrella for a client relationship or engagement; jobs are the individual pieces of work inside it.

You can see what is in progress, what is complete, and how it ties to money moving through SwiftFi—without maintaining a separate project tracker.

Use projects when work spans multiple deliverables, milestones, or billing cycles. A project gives you one place to see related jobs, payments, and status across a longer engagement.

That makes it easier to reconcile month-end, prepare for tax season, and answer client questions about what was delivered and paid.

Jobs represent individual units of paid work—a sprint, a milestone, a retainer period, or a one-off task. Each job can carry its own amount, deliverable notes, and payout status.

When payments land through SwiftFi, you can connect them back to the job they belong to, which keeps your books and client communication aligned.