Who it's for

An executive in transition

You are weighing the next role, often while you still have this one. Career holds every conversation, every offer and the job you have now, with pay behind Face ID or Touch ID. The rest of your life stays in its own spaces. Share Household or Caregiving with the people who help, and keep the search to yourself.

Try Sam Patel in Demo mode. Sam Patel is an SVP of Operations quietly looking for a COO role, with an offer from Quillmere Freight. He shares Caregiving for Mom with his sister Dana Whitfield, and Household with his wife Nora Patel.

See Executives. People in a search who are not in that title can also use Career; see Job search.

An independent consultant or fractional leader

You have clients, retainers and renewals, not only a job search. Career’s client tools hold each client, what you owe, what they owe, and the paperwork to match. Household and Caregiving sit beside that work, so a move, a remodel or a parent's rides do not live in the same list as a client.

Try Riley Brennan or Dana Whitfield in Demo mode. Riley Brennan is an independent consultant with clients such as Quenwick Outfitters and Ardley Vale Clinics. Household holds a kitchen remodel with quotes side by side, and Caregiving holds the search for home help for Aunt Odile. Dana Whitfield is a fractional CFO for Corriemont Capital, Saltreach Senior Living and Kestrelfold Analytics. Household holds a house move shared with Ben, and Caregiving is shared with her brother Sam Patel for Mom's rides and home help.

See Consultants and Fractional leaders.

A board member

Your current board seats and the next one you want live in Career, with terms, renewals and conflicts to watch. A home project can sit next to that work without mixing the two.

Try Morgan Ellis in Demo mode. Morgan Ellis is a CFO and sitting independent director looking for a first public company board seat. Board seats such as Harrowpoint Foundation sit beside new opportunities, and Household holds Tornhill Roofing’s $14,200 roof quote and an open quote request to Summerlath Roof Co.

See Board directors.

Business setup

A photographer or videographer

Choose the Photographer and videographer template in the Business space to keep clients, quotes, shoots and invoices together. Use Shoot day, the drone checklist, sun times and golden hour when a shoot calls for it. Household stays separate from the studio work.

Try Elena Rivera in Demo mode. Elena runs the fictional Rivera Studio. Thimbleoak Furniture and Gorsewick Cider are Booked; Teaselby Ceramics is In post. Household holds her HVAC project.

Free and Premium include one client or seat and one invoice within their limits. Premium Portfolio removes those limits. See the plan limits.

See the Photographer and videographer walkthrough for the inquiry, shoot, invoice and delivery, then switch to Household.

Shoot day

Turn on the drone checklist for a shoot

Sun times and golden hour

Someone managing a home project

You are collecting vendor quotes, often as PDFs, and you want to see the price next to the file. Household holds the project, the contractors and the quotes side by side. File it lets you send a PDF from Inbox into that space.

Try it in Demo mode. Riley Brennan has a kitchen remodel with quotes side by side. Morgan Ellis has Tornhill Roofing’s $14,200 roof quote and is waiting on Summerlath Roof Co. Elena Rivera has Sunvale Heating and Air’s $189 quote and is waiting on Tansyford Air Care.

See Household walkthrough for the project, quote and shared to-dos.

Someone sharing care of a parent

You and someone else both help. Caregiving keeps rides, visits, tasks, contacts and files in one place. Share the space with the family members who help. Same tools as Household. Not for medical records.

Try Sam Patel or Dana Whitfield in Demo mode. They share one Caregiving space for Mom. Sam is the owner and Dana is an editor. Riley Brennan has a Caregiving space for Aunt Odile.

See Caregiving walkthrough for rides, home help and shared to-dos.

A household of two

You and the person you live with share the policies, the contractors and the project quotes. You do not share a job search, a board seat or a client's rates. Share Household as Editor or Viewer. They see only the space you share.

Try Sam Patel or Dana Whitfield in Demo mode. Sam shares Household with his wife Nora Patel, including patio refresh quotes. Dana shares a house move with Ben.

See Household walkthrough for roles and what stays separate.