Contractor / Freelancer Management

Template

Do you work with freelancers on a regular basis and have faced issues organizing all the jobs you’ve outsourced? If your answer is yes, Pipefy’s Free Contractor/Freelancer Management Template is the perfect tool for you!

This template is focused on helping allocate resources and easily track who’s working on each project. It makes it a lot easier for you to keep track of all the job’s information and centralize the process’ documents, such as contracts, payment receipts, etc.

 

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Backlog

These are all the contractors/freelancers available. Allocate and prioritize your resources to start working!

  • 1. Which project will this contractor/freelancer work on?

  • 2. What's this project's priority?

  • 3. Who's responsible for this project?

Project

Show time! These are all the projects with contractors/freelancers assigned.

  • 1. Describe the project/job

  • 2. How big is this project?

  • 3. What'll the contractor/freelancer's activities be?

Documentation

Centralize all documents and information for better contractor/freelancer management.

  • 1. Attach the service contracts here

  • 2. What are the payment arrangements?

  • 3. Attach the payment receipt(s)

  • 4. How would you rate this job?

Contact List

A good freelancer is a catch! Keep a record of the ones you’d hire again!

Archive

Oops…I think our profiles didn’t fit. These contractors/freelancers have been archived!

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

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Do you have a specific process to manage: