Invoice INV-0142
North Harbor Studio · Storefront refresh
$4,280
| Item | Qty | Amount |
|---|---|---|
| Design retainers — August | 1 | $1,800 |
| Storefront fabrication | 1 | $2,100 |
| On-site install | 1 | $380 |
Deposit plus final · $1,284 recorded
Check received · remaining $2,996
From first spark to final payment.
Lantavio brings leads, clients, projects, invoices, documents, schedules, conversations, and flexible spreadsheets into one clear workspace.
Harbor Lights
New lead · follow-up Thu
North Harbor
Dossier · 3 linked records
Storefront refresh
Milestone · install date
INV-0142
Deposit recorded
The same records stay connected.
Inquiry, relationship, work, approval, and payment are not separate products. They are one client story moving through a single workspace.
A lead arrives with context.
The first message, source, and follow-up stay on the same record—ready to become a client without retyping the story.
The client dossier holds the thread.
Projects, messages, documents, and money attach to one person or studio. Nothing lives in a disconnected inbox.
The project keeps the schedule honest.
Tasks, milestones, sheets, and calendar dates stay linked to the engagement you actually booked.
Quotes, contracts, and reviews stay visible.
The same client record shows what is waiting—unsigned work, open questions, and the next decision.
The invoice closes the loop.
Deposits, installments, and manual payment records remain on the project that earned them.
Know what comes next.
Lantavio uses a top-navigation desk—not a permanent sidebar. Daily Focus, business signals, follow-ups, and work requiring attention sit on one surface, with Quick Create a keystroke away.
- Daily Focus — the few tasks that actually move a relationship or money.
- Business signals — open balances and live desk status, not a chart wall.
- Follow-ups — lead and client dates stay on the same calendar.
- Work requiring attention — overdue payment, unsigned contract, new inquiry.
Lantavio
Quick CreateGood afternoon.
Three items move money or a relationship today.
- 01
Send deposit reminder
- 02
Confirm install date
- 03
Reply to Harbor Lights
Overdue payment
INV-0142
Unsigned contract
Atelier Wren
New inquiry
Harbor Lights
Money that still looks like your studio.
Branded layouts, a live client preview, quotes, line items, deposits and installments, manual payment records, Payment Path, Send Check, and frozen brand snapshots—on the same client and project.
The flexibility of a spreadsheet—inside the client record.
Native workbooks with formulas, multiple worksheets, formatting, validation, conditional formatting, filters and sorting, client/project linking, and cloud snapshots. Not a bolted-on export.
BidTimelineNotes
| A · Item | B · Hours | C · Rate | D · Total | |
|---|---|---|---|---|
| 1 | Concept | 12 | 150 | =B1*C1$1,800 |
| 2 | Fabrication | 18 | 95 | =B2*C2$1,710 |
| 3 | Install | 4 | 95 | =B3*C3$380 |
| 4 | Margin check | validated | ≥ 32% | =SUM(D1:D3) |
Filters and sorting stay on the worksheet.
Cloud snapshot · checkpoint saved.
XLSX import and export are coming later. Lantavio Sheets is not full Excel parity.
One map. Not nine equal boxes.
Clients, Projects, Calendar, Tasks, Documents, Messages, Forms, Money, and Sheets attach to the same spine. You move along the work—not between disconnected apps.
North Harbor Studio
Clients
The dossier that holds the story.
Projects
Booked work with dates and files.
Money
Quotes, invoices, and payment records.
Sheets
Numbers that stay on the engagement.
CalendarFollow-ups and project dates
TasksDaily Focus from the same records
DocumentsProposals and contracts on the client
MessagesThreads that do not leave the dossier
FormsInquiries that become leads
Built for the whole job.
One client story
Records stay connected from inquiry to payment.
Flexible where it matters
Structured workflows plus native spreadsheets.
Calm by design
Clear next actions without noisy dashboards.
Founding Solo
$15/month
Billing is not active during the current closed beta. You will be notified before any paid subscription begins.
Join the founding beta- One workspace
- One user
- Leads and client management
- Projects and tasks
- Invoices and manual payment tracking
- Documents
- Calendar
- Messages and forms
- Lantavio Sheets
- Reasonable beta storage
- Founding price remains locked while continuously subscribed
Straight answers.
Who is Lantavio for?
Independent service businesses—freelancers, studios, and solo operators who want one workspace from first inquiry through completed work and payment. It is built for people who run the client relationship themselves.
What does the founding beta include?
Founding Solo is one workspace and one user, with leads and clients, projects and tasks, invoices and manual payment tracking, documents, calendar, messages and forms, Lantavio Sheets, and reasonable beta storage. Email delivery, online card/ACH payments, and PDF generation are not active yet.
Can I import existing business records?
Bulk CRM import is not available yet. You can create leads, clients, projects, and invoices in the workspace. Lantavio Sheets can import CSV into the current worksheet. Full Excel (.xlsx) import is coming later.
Does Lantavio accept online payments?
Not yet. You can issue invoices on the ledger and record payments manually. Card and ACH collection are not active. There is no public payment page during this beta.
Can Lantavio Sheets open Excel files?
Not yet. Sheets is a native workbook with formulas, multiple worksheets, formatting, validation, conditional formatting, filters, sorting, client/project linking, and cloud snapshots. XLSX import and export require a conversion service that is not live. Sheets is not full Excel parity.
Is Lantavio suitable for teams?
The founding beta is one workspace and one user. Shared team seats, roles, and multi-user plans are not offered yet.
Will the founding price change?
Founding Solo is $15/month. That founding price remains locked while you stay continuously subscribed. Billing is not active during the current closed beta—you will be notified before any paid subscription begins.