NewOptimise my week is here

The operating system for independent businesses.

Win the work, deliver it and get paid, from one connected workspace. No more juggling five apps and a spreadsheet.

Good morning, Sam

Owed to you

£8,420

Paid this month

£12,150

Open deals

14

Due this week

9 tasks

This week's tasks

  • HighSend Harbour & Co revised proposal
  • HighApprove kitchen fit milestone
  • MediumCall back Priya about retainer

Won vs lost

ConsultantsTradesCreativesCoachesBookkeepersSmall agencies
Everything connected

One workspace from first enquiry to final invoice.

Each part knows about the others, so nothing falls through the gaps between apps.

Pipeline that remembers everything

Every enquiry, call and note in one timeline, with the next step always clear.

Proposals clients sign online

Optional extras, payment tranches, versions and e-signatures.

Projects with a real plan

Accepted proposals become Gantt plans with milestones and approvals.

Invoices that chase themselves

VAT on or off, deposits, recurring plans and polite automatic reminders.

A branded portal for every client

Your logo and colours. Approvals, files, requests and invoices in one link.

A week that plans itself

Optimise my week fits tasks around meetings, lunch and breaks.

Automations and templates

Follow-ups, review requests and holiday notices in your own words.

See it working

Enquiry to invoice, without retyping a thing.

Enquiry

Form, chat or booking

Estimate

Quick ballpark

Proposal

Signed online

Project

Gantt and approvals

Invoice

Chases itself

Agree the job

Proposals clients adjust and sign.

Start with a quick estimate, then turn it into a six-section proposal with optional extras and a deposit.

Proposal · Harbour & Co brand refresh · V2

1. Your goals

2. Scope of work

3. Milestones

4. What we need from you

5. Investment

Brand identity £3,000 · Website design £1,200

6. Terms

Optional extras

30% deposit£1,395
Total£4,650
Sign and accept
Deliver

Signed work becomes a real plan.

Milestones land on a Gantt with client approvals, and private costs show your true profit.

Project · Harbour & Co · 12 weeks
W1W2W3W4W5W6W7W8W9W10W11W12
Discovery
Brand identity
Client approval
Website build
Launch
DonePlannedCosts £640 · Profit so far 71%
AI co-worker

Noodle tells you what needs you today.

Late invoices, hot leads and a crowded week, flagged in plain English before they become problems.

Dashboard · Noodle, your AI co-worker
N

Morning Sam. Oak Lane Dental's invoice is six days late, so I've queued a polite reminder. Moss Studio opened their proposal twice yesterday; might be worth a call. You've got three high-priority tasks and I've fitted them into Tuesday morning.

Late invoiceOak Lane Dental · £2,600
Hot leadMoss Studio viewed proposal
This week3 high-priority tasks
How it works

Four steps. One flow. Zero copy and paste.

Work moves forward on its own. A signed proposal becomes a project; a finished milestone becomes an invoice request; a paid final invoice asks for a review.

  1. 01

    Win the work

    Forms and enquiries land in your pipeline with the full client history.

  2. 02

    Agree the job

    Send a proposal your client can adjust, sign and pay a deposit on.

  3. 03

    Deliver with confidence

    Milestones, tasks, approvals and costs tracked against the plan.

  4. 04

    Get paid and reviewed

    Invoices chase themselves and happy clients are asked for a review.

HappyNoodle vs GoHighLevel

Built for the person doing the work.

Agency platforms are great at marketing. Independent businesses need to deliver, too.

FeatureHappyNoodleGoHighLevel
Proposals that turn into live projects
Project Gantt, milestones and client approvals
Private expenses to see real profit per project
Branded client portal included
UK bank holidays and VAT on/off built in
Pipeline, forms and automated follow-ups
Built for one owner, not an agency reseller

Private by business

Each business's data is separated and access is checked on every request.

Nothing silently lost

Every email and notification is queued, logged and can be retried.

Clients see only what you share

Portals show the projects, files and invoices you choose.

Questions

Frequently asked.

Something else? Create a free workspace and look around.

Independent businesses and small teams: consultants, trades, creatives, coaches and agencies who want enquiries, projects, clients and money in one place rather than five different apps.

Yes. Tick “I'm not VAT registered” in your company settings and VAT is removed from every proposal, invoice and recurring plan.

Every business has its own separated workspace. Access is checked on every request, so your team only sees your business, and your clients only see what you share in their portal.

No. Each client gets a private, branded portal link where they can review proposals, approve work, upload files and see invoices.

You can export invoices and expenses in formats ready for Xero, QuickBooks and FreeAgent to support Making Tax Digital, with live Xero sync available.

GoHighLevel is built for marketing agencies selling to other businesses. HappyNoodle is built for the owner doing the work: proposals that become projects, delivery tracking, client approvals and getting paid.

Run the whole business from one place.

Set up your workspace in minutes. Your pipeline, project plan and calendar come ready to use.